Civic Intelligence

Cgm Charitable Foundation

990PF • Fiscal year 2017 • EIN 20-4850062

Dec 01, 2016 to Nov 30, 2017 • Filed on Jun 28, 2018

Organization Profile
17528 E Rowland StreetRowland Heights, CA 91748

(626) 913-3939

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

9th percentile

-47%

Higher net margin than 9% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

64th percentile

7.4%

Faster asset growth than 64% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

11th percentile

-26%

Faster revenue growth than 11% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$672,365

Up $46,344 (+7.4%) from 2016

Net Assets

Up

$672,365

Up $46,344 (+7.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin9th percentile

Revenue

Down

$26,583

Down $9,578 (-26%) from 2016

Expenses

Up

$39,067

Up $3,958 (+11%) from 2016

Net Income

Down

-$12,484

Down $13,536 (-1287%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2010: $480,198Liabilities 2010: $02010Assets 2013: $621,594Liabilities 2013: $0Net Assets 2013: $621,5942013Assets 2014: $649,433Liabilities 2014: $0Net Assets 2014: $649,4332014Assets 2016: $626,021Liabilities 2016: $0Net Assets 2016: $626,0212016Assets 2017: $672,365Liabilities 2017: $0Net Assets 2017: $672,3652017Assets 2018: $792,264Liabilities 2018: $0Net Assets 2018: $792,2642018Assets 2019: $852,084Liabilities 2019: $0Net Assets 2019: $852,0842019Assets 2020: $747,365Liabilities 2020: $15,035Net Assets 2020: $732,3302020Assets 2021: $719,402Liabilities 2021: $0Net Assets 2021: $719,4022021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2017

Assets$672,365
Liabilities$0
Net Assets$672,365
Open 2017 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500K-$1.0MRevenue 2010: $45,272Expenses 2010: $3,234Net Income 2010: $42,0382010Revenue 2013: $12,919Expenses 2013: $15,191Net Income 2013: -$2,2722013Revenue 2014: $53,033Expenses 2014: $19,858Net Income 2014: $33,1752014Revenue 2016: $36,161Expenses 2016: $35,109Net Income 2016: $1,0522016Revenue 2017: $26,583Expenses 2017: $39,067Net Income 2017: -$12,4842017Revenue 2018: $213,856Expenses 2018: $44,053Net Income 2018: $169,8032018Revenue 2019: $31,092Expenses 2019: $35,796Net Income 2019: -$4,7042019Revenue 2020: $12,174Expenses 2020: $84,004Net Income 2020: -$71,8302020Revenue 2021: $5,687Expenses 2021: $10,371Net Income 2021: -$4,6842021Revenue 2022: -$2,002Expenses 2022: $708,480Net Income 2022: -$710,4822022

Highlighted filing

2017

Revenue$26,583
Expenses$39,067
Net Income-$12,484
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Jun 28, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peichen LeePresident-$0--
Tony Y Torng PhDDirector-$0--
Ken Chen ChengDirector-$0--
Hong Sune ChiangDirector-$0--
Eric ChenDirector-$0--
Filing and Contact Details

Filer

Filer Name
CGM Charitable Foundation
EIN
20-4850062
Phone
6269133939
Address
17528 E Rowland Street, Rowland Heights, CA 91748

Signing Officer

Name
Peichen Lee
Title
Director
Signed
2018-06-28
Discuss with paid preparer
Yes

Preparer

Firm
White Nelson Diehl Evans LLP
Address
2875 Michelle Drive Suite 300, Irvine, CA 92606
Preparer
Erin A Johnson CPA
Phone
7149781300
Raw XML Appendix304 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/Amt02150
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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02150
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0UBS Short Term
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1UBS Long Term
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Peichen Lee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Tony Y Torng PhD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Ken Chen Cheng
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Hong Sune Chiang
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Eric Chen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt017528 E Rowland Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt120985 Jade Court
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt217528 E Rowland Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3535 S Bellows Court
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt43113 Azaria Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Rowland Heights
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Diamond Bar
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2City of Industry
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Diamond Bar
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091748
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Peichen Lee
IRS990PF/StatementsRegardingActyGrp/PhoneNum06269138939
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Written Application and printed materials.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Peichin Lee
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06239133939
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt017528 E Rowland Street
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0City of Industry
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd091748
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0None
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt127036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Support the homeless.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Support the homeless.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Plur Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Harvest Rock Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01311 W Diamond St Apt A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 862375
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Anaheim
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190086
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027536
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02150
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt027536
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031316
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029686
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt029166
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt027536
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Management Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Refunds of Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010528
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010528
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1-1526
OtherIncreasesSchedule/OtherIncreasesDetail/Amt058828
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Change in Market Value
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/Amt3319
TaxesSchedule/TaxesDetail/CategoryTxt0CA Attorney General
TaxesSchedule/TaxesDetail/CategoryTxt1CA Secretary of State
TaxesSchedule/TaxesDetail/CategoryTxt2Franchise Tax Board
TaxesSchedule/TaxesDetail/CategoryTxt3IRS
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Peichen Lee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CGM Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CGMC
ReturnHeader/Filer/EIN0204850062
ReturnHeader/Filer/PhoneNum06269133939
ReturnHeader/Filer/USAddress/AddressLine1Txt017528 E Rowland Street
ReturnHeader/Filer/USAddress/CityNm0Rowland Heights
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091748
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0White Nelson Diehl Evans LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02875 Michelle Drive Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Irvine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092606
ReturnHeader/PreparerPersonGrp/PhoneNum07149781300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Erin A Johnson CPA
ReturnHeader/ReturnTs02018-08-14T06:36:17-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$672,365
Liabilities
$0
Net assets
$672,365
Revenue
$26,583
Expenses
$39,067
Net income
-$12,484
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$7.08$7.10
2021Detailed filing. Detailed filing data is available for this year.$7.19$0.00$7.19$0.06$0.10$0.05
2020Detailed filing. Detailed filing data is available for this year.$7.47$0.15$7.32$0.12$0.84$0.72
2019Detailed filing. Detailed filing data is available for this year.$8.52$0.00$8.52$0.31$0.36$0.05
2018Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$2.14$0.44$1.70
2017Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$0.27$0.39$0.12
2016Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$0.36$0.35$0.01
2014Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.53$0.20$0.33
2013Summary only. Only limited summary data is available for this year.$6.22$0.00$6.22$0.13$0.15$0.02
2010Summary only. Only limited summary data is available for this year.$4.80$0.00$0.45$0.03$0.42