Civic Intelligence

Plus Charitable Trust Inc

990EZ • Fiscal year 2021 • EIN 20-4993467

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 04, 2022

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

(516) 387-5008

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

34th percentile

-0.7%

Higher net margin than 34% of similar nonprofits.

2021 filings • NTEE T30 • <$500k nonprofits • Source year 2021

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2021 filings • NTEE T30 • <$500k nonprofits • Source year 2021

Asset Growth

38th percentile

-0.5%

Faster asset growth than 38% of similar nonprofits.

2021 filings • NTEE T30 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

42nd percentile

-4.7%

Faster revenue growth than 42% of similar nonprofits.

2021 filings • NTEE T30 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Flat

$247,170

Flat from 2021

Net Assets

$247,170

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Flat

$121,835

Flat from 2021

Expenses

Flat

$122,656

Flat from 2021

Net Income

Flat

-$821

Flat from 2021

Historical Trend

Balance Sheet Trend

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

$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: $247,170Net Assets 2021: $247,1702021Assets 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

2021

Assets$247,170
Liabilities-
Net Assets$247,170

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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 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

2021

Revenue$121,835
Expenses$122,656
Net Income-$821
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 4, 2022
Return Version
2021v4.0
Gross Receipts
$121,835
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.

Toimproveeducationandhealth,toalleviatepovertyamongpeopleofChinesedescent,andtopromoteapositiveimageofChinesepeople.

Program Services

DescriptionGrantsExpenses
Wesponsorhistoricalresearch,exhibitions,seminarsanddocumentarytoeducateonculturalawareness,tofightviolenceandracismagainstAsianAmericansandtopromotepositiveimageofChineseAmericans.$53,500$53,500
WesponsorafoodbankinHongKongtoalleviatepovertyandasocialservicesprograminBostontoempowerAsiansandnewimmigrantstobuildhealthyfamilies,achievegreatereconomicsuccess,andcontributetothrivingcommunities.$32,500$32,500
WeprovidescholarshipstoelementaryandcollegestudentsinruralareasinChina.$28,604$28,604
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robin TW YuanPresident-$0--
Robert YoungVice President-$0--
Elaine 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
2022-11-04
Supplemental Narrative

Additional Explanations

Part I, line 10

| Grants And Similar Amounts Paid:, Amount:| Various, $114604|

Part I, line 16

| Other Expenses:, Amount:| China Representation expenses, $6000| Banking Fees, $113| Project expenses, $1039|

Part I, line 20

| Explanation:, Amount:| Unrealized investment loss, $-368|

Raw XML Appendix170 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/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/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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/PersonNm2Elaine 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/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-368
IRS990EZ/OtherExpensesTotalAmt07152
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Toimproveeducationandhealth,toalleviatepovertyamongpeopleofChinesedescent,andtopromoteapositiveimageofChinesepeople.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Wesponsorhistoricalresearch,exhibitions,seminarsanddocumentarytoeducateonculturalawareness,tofightviolenceandracismagainstAsianAmericansandtopromotepositiveimageofChineseAmericans.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1WeprovidescholarshipstoelementaryandcollegestudentsinruralareasinChina.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2WesponsorafoodbankinHongKongtoalleviatepovertyandasocialservicesprograminBostontoempowerAsiansandnewimmigrantstobuildhealthyfamilies,achievegreatereconomicsuccess,andcontributetothrivingcommunities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd1X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt053500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt128604
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt232500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt053500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt128604
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt232500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0122656
IRS990EZ/TotalProgramServiceExpensesAmt0114604
IRS990EZ/TotalRevenueAmt0121835
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0| Year:, Amount:, Description:| 2017, , | 2018, | 2019, | 2020, | 2021, |
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part II - Line 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0121835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0127880
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0144301
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0143535
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0122802
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0660353
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.45
IRS990ScheduleA/PublicSupportPY170Pct00.44
IRS990ScheduleA/PublicSupportTotal170Amt0298770
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0121835
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0127880
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0144301
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0143535
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0122802
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0660353
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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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, $114604|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Other Expenses:, Amount:| China Representation expenses, $6000| Banking Fees, $113| Project expenses, $1039|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Explanation:, Amount:| Unrealized investment loss, $-368|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, line 20
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Daniel Chang
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-04
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/ReturnTs02022-11-04T16:06:13-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2021Detailed filing. Detailed filing data is available for this year.$2.47$2.47$1.22$1.23$0.01
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