Civic Intelligence

Cgm Charitable Foundation

990PF • Fiscal year 2019 • EIN 20-4850062

Dec 01, 2018 to Nov 30, 2019 • Filed on May 18, 2020

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

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

21st percentile

-15%

Higher net margin than 21% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

64th percentile

7.6%

Faster asset growth than 64% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-85%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$852,084

Up $59,820 (+7.6%) from 2018

Net Assets

Up

$852,084

Up $59,820 (+7.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$31,092

Down $182,764 (-85%) from 2018

Expenses

Down

$35,796

Down $8,257 (-19%) from 2018

Net Income

Down

-$4,704

Down $174,507 (-103%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$852,084
Liabilities$0
Net Assets$852,084

Operations Trend

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

2019

Revenue$31,092
Expenses$35,796
Net Income-$4,704
Jump To
Filing Snapshot
Filing Period
Dec 1, 2018 to Nov 30, 2019
Signed
May 18, 2020
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peichen LeePresident-$0--
Casey Sunny ChengDirector-$0--
Ken Chen ChengDirector-$0--
Melody Karen ChengDirector-$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
2020-05-18
Discuss with paid preparer
Yes

Preparer

Firm
White Nelson Diehl Evans LLP
Address
2875 Michelle Drive Suite 300, Irvine, CA 92606
Preparer
Thomas S Liu CPA
Phone
7149781300
Raw XML Appendix312 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/NetInvestmentIncomeAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Peichen Lee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Casey Sunny Cheng
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Ken Chen Cheng
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Melody Karen Cheng
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Eric Chen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt217528 E Rowland Street
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt43113 Azaria Avenue
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Diamond Bar
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Rowland Heights
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd091748
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Peichin 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/Amt029296
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To support body and mind wellbeing for every human being.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Isha Foundation Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0951 Isha Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0McMinnville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TN
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt029296
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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/AppliedToCurrentYearAmt03450
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt029296
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038706
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt032746
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt035256
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt029296
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Charges & Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Investment Management Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Penalties
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02713
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt021
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12713
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt215
OtherIncreasesSchedule/OtherIncreasesDetail/Amt064524
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Change in Market Value
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt2241
TaxesSchedule/TaxesDetail/CategoryTxt0CA Attorney General
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Taxes
TaxesSchedule/TaxesDetail/CategoryTxt2Franchise Tax Board
TaxesSchedule/TaxesDetail/CategoryTxt3United States Treasury
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0222
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Peichen Lee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-18
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/PreparerFirmEIN0330686301
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/PreparerPersonNm0Thomas S Liu CPA
ReturnHeader/ReturnTs02020-05-18T16:24:42-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-12-01
ReturnHeader/TaxPeriodEndDt02019-11-30
ReturnHeader/TaxYr02018

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