Civic Intelligence

P L U S Charitable Trust Inc

EIN 20-4993467 • 501(c)3 • Great Neck, NY

Profile

To improve education and health to alleviate poverty among people of Chinese descent and to promote a positive image of Chinese people.

PO Box 220110 C/O Daniel ChangGreat Neck, NY 11022

https: plct.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

74th percentile

19%

Higher net margin than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

83rd percentile

35%

Faster asset growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

76%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$265,981

Up $69,195 (+35%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

$265,981

No earlier filing loaded for comparison.

Revenue

Up

$278,934

Up $120,324 (+76%) from 2023

Expenses

Up

$225,140

Up $53,955 (+32%) from 2023

Net Income

Up

$53,794

Up $66,369 (+528%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $79,296Liabilities 2011: $02011Assets 2012: $64,603Liabilities 2012: $02012Assets 2013: $77,302Liabilities 2013: $02013Assets 2014: $53,124Liabilities 2014: $02014Assets 2015: $117,705Liabilities 2015: $02015Assets 2016: $94,460Liabilities 2016: $02016Assets 2017: $139,111Liabilities 2017: $02017Assets 2018: $172,540Liabilities 2018: $02018Assets 2019: $193,099Liabilities 2019: $02019Assets 2020: $248,359Liabilities 2020: $02020Assets 2021: $247,170Liabilities 2021: $02021Assets 2022: $191,469Net Assets 2022: $191,4692022Assets 2023: $196,786Liabilities 2023: $02023Assets 2024: $265,981Liabilities 2024: $0Net Assets 2024: $265,9812024

Highlighted filing

2024

Assets$265,981
Liabilities$0
Net Assets$265,981

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $100,515Expenses 2011: $66,522Net Income 2011: $33,9932011Revenue 2012: $79,112Expenses 2012: $93,805Net Income 2012: -$14,6932012Revenue 2013: $61,190Expenses 2013: $48,490Net Income 2013: $12,7002013Revenue 2014: $90,370Expenses 2014: $114,549Net Income 2014: -$24,1792014Revenue 2015: $120,877Expenses 2015: $56,296Net Income 2015: $64,5812015Revenue 2016: $60,847Expenses 2016: $84,091Net Income 2016: -$23,2442016Revenue 2017: $135,272Expenses 2017: $90,621Net Income 2017: $44,6512017Revenue 2018: $143,535Expenses 2018: $96,953Net Income 2018: $46,5822018Revenue 2019: $144,301Expenses 2019: $160,709Net Income 2019: -$16,4082019Revenue 2020: $127,880Expenses 2020: $81,583Net Income 2020: $46,2972020Revenue 2021: $121,835Expenses 2021: $122,656Net Income 2021: -$8212021Revenue 2022: $120,732Expenses 2022: $165,316Net Income 2022: -$44,5842022Revenue 2023: $158,610Expenses 2023: $171,185Net Income 2023: -$12,5752023Revenue 2024: $278,934Expenses 2024: $225,140Net Income 2024: $53,7942024

Highlighted filing

2024

Revenue$278,934
Expenses$225,140
Net Income$53,794

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.00$2.66$2.79$2.25$0.54
2023Summary only. Only limited summary data is available for this year.$1.97$0.00$1.59$1.71$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.91$1.91$1.21$1.65$0.45
2021Summary only. Only limited summary data is available for this year.$2.47$0.00$1.22$1.23$0.01
2020Summary only. Only limited summary data is available for this year.$2.48$0.00$1.28$0.82$0.46
2019Summary only. Only limited summary data is available for this year.$1.93$0.00$1.44$1.61$0.16
2018Summary only. Only limited summary data is available for this year.$1.73$0.00$1.44$0.97$0.47
2017Summary only. Only limited summary data is available for this year.$1.39$0.00$1.35$0.91$0.45
2016Summary only. Only limited summary data is available for this year.$0.94$0.00$0.61$0.84$0.23
2015Summary only. Only limited summary data is available for this year.$1.18$0.00$1.21$0.56$0.65
2014Summary only. Only limited summary data is available for this year.$0.53$0.00$0.90$1.15$0.24
2013Summary only. Only limited summary data is available for this year.$0.77$0.00$0.61$0.48$0.13
2012Summary only. Only limited summary data is available for this year.$0.65$0.00$0.79$0.94$0.15
2011Summary only. Only limited summary data is available for this year.$0.79$0.00$1.01$0.67$0.34
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 4, 2023
Return Version
2022v5.0
Gross Receipts
$120,732
Mission and Program Overview

Mission

To improve education and health, to alleviate poverty among people of chinese descent, and to promote a positive image of chinese people.

To improve education and health to alleviate poverty among people of Chinese descent and to promote a positive image of Chinese people.

Program Services

DescriptionGrantsExpenses
We sponsored various Asian community development programs in Massachusetts to promote diversity equity and inclusion.$60,667$60,667
We sponsored documentary at PBS Asian American historical research seminars and cultural exhibitions across the US.$46,800$46,800
We sponsored overseas Education Projects including college scholarships and elementary school operations$27,200$27,200
We sponsored music and performing art education programs in metro New York areas$23,756$23,756
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robin TW YuanPresident-$0--
Robert YoungVice President-$0--
Elian ShiangSecretary-$0--
Daniel Y ChangTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
P L U S Charitable Trust Inc
EIN
20-4993467
In Care Of
% Daniel Chang
Address
PO BOX 220110 C/O DANIEL CHANG, GREAT NECK, NY 11022

Signing Officer

Name
Daniel Chang
Title
Treasurer
Signed
2023-11-04
Supplemental Narrative

Additional Explanations

Part I, line 10

| Grants And Similar Amounts Paid:, Amount:| Various, $158423|

Part I, line 16

| Other Expenses:, Amount:| Banking Fees, $116| China Representation Expenses, $6000|

Part I, line 20

| Explanation:, Amount:| Unrealized Investment Loss, $-11117|

Raw XML Appendix181 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum05163875008
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 220110
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt0C/O Daniel Chang
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GREAT NECK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
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IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountCntryCd0CH
IRS990EZ/ForeignFinancialAccountInd0true
IRS990EZ/ForeignOfficeCountryCd0CH
IRS990EZ/ForeignOfficeInd0true
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Robin TW Yuan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Robert Young
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Elian Shiang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Daniel Y Chang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-11117
IRS990EZ/OtherExpensesTotalAmt06116
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To improve education and health to alleviate poverty among people of Chinese descent and to promote a positive image of Chinese people.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0We sponsored various Asian community development programs in Massachusetts to promote diversity equity and inclusion.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1We sponsored documentary at PBS Asian American historical research seminars and cultural exhibitions across the US.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2We sponsored overseas Education Projects including college scholarships and elementary school operations
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3We sponsored music and performing art education programs in metro New York areas
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt060667
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt146800
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt227200
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt323756
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt060667
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt146800
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt227200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt323756
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0165316
IRS990EZ/TotalProgramServiceExpensesAmt0158423
IRS990EZ/TotalRevenueAmt0120732
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https: plct.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0120732
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0121835
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0658283
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt00
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.48
IRS990ScheduleA/PublicSupportPY170Pct00.45
IRS990ScheduleA/PublicSupportTotal170Amt0317889
IRS990ScheduleA/SubstantialContributorsTotAmt0340394
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IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Grants And Similar Amounts Paid:, Amount:| Various, $158423|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| Banking Fees, $116| China Representation Expenses, $6000|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Explanation:, Amount:| Unrealized Investment Loss, $-11117|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 20
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Daniel Chang
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0P L U S CHARITABLE TRUST INC
ReturnHeader/Filer/BusinessNameControlTxt0PLUS
ReturnHeader/Filer/EIN0204993467
ReturnHeader/Filer/ForeignPhoneNum05163875008
ReturnHeader/Filer/InCareOfNm0% Daniel Chang
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 220110 C/O DANIEL CHANG
ReturnHeader/Filer/USAddress/CityNm0GREAT NECK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011022
ReturnHeader/ReturnTs02023-11-04T09:13:56-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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