Civic Intelligence

Ann Jie Foundation

990PF • Fiscal year 2016 • EIN 20-5632337

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 07, 2017

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

12th percentile

-39%

Higher net margin than 12% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

43rd percentile

-1.6%

Faster asset growth than 43% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

67%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$345,219

Down $5,438 (-1.6%) from 2015

Net Assets

Down

$345,219

Down $5,438 (-1.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin12th percentile

Revenue

Up

$13,820

Up $5,549 (+67%) from 2015

Expenses

Down

$19,258

Down $754 (-3.8%) from 2015

Net Income

Up

-$5,438

Up $6,303 (+54%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$600K$400K$200K$0Assets 2010: $409,343Liabilities 2010: $0Net Assets 2010: $409,3432010Assets 2011: $391,173Liabilities 2011: $0Net Assets 2011: $391,1732011Assets 2012: $381,061Liabilities 2012: $0Net Assets 2012: $381,0612012Assets 2013: $371,790Liabilities 2013: $0Net Assets 2013: $371,7902013Assets 2014: $362,398Liabilities 2014: $0Net Assets 2014: $362,3982014Assets 2015: $350,657Liabilities 2015: $0Net Assets 2015: $350,6572015Assets 2016: $345,219Liabilities 2016: $0Net Assets 2016: $345,2192016Assets 2017: $339,577Liabilities 2017: $0Net Assets 2017: $339,5772017Assets 2018: $329,488Liabilities 2018: $0Net Assets 2018: $329,4882018Assets 2019: $296,618Liabilities 2019: $0Net Assets 2019: $296,6182019Assets 2020: $261,523Liabilities 2020: $0Net Assets 2020: $261,5232020Assets 2021: $232,194Liabilities 2021: $0Net Assets 2021: $232,1942021Assets 2022: $361,228Liabilities 2022: $0Net Assets 2022: $361,2282022Assets 2023: $372,749Liabilities 2023: $0Net Assets 2023: $372,7492023Assets 2024: $429,950Liabilities 2024: $0Net Assets 2024: $429,9502024

Highlighted filing

2016

Assets$345,219
Liabilities$0
Net Assets$345,219
Open 2016 Filing

Operations Trend

Revenue Growth90th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $13,5292010Expenses 2011: $16,5842011Expenses 2012: $18,0692012Revenue 2013: $8,000Expenses 2013: $17,271Net Income 2013: -$9,2712013Revenue 2014: $9,363Expenses 2014: $18,755Net Income 2014: -$9,3922014Revenue 2015: $8,271Expenses 2015: $20,012Net Income 2015: -$11,7412015Revenue 2016: $13,820Expenses 2016: $19,258Net Income 2016: -$5,4382016Revenue 2017: $24,371Expenses 2017: $30,013Net Income 2017: -$5,6422017Revenue 2018: $20,180Expenses 2018: $30,269Net Income 2018: -$10,0892018Revenue 2019: $7,357Expenses 2019: $40,227Net Income 2019: -$32,8702019Revenue 2020: $6,004Expenses 2020: $41,099Net Income 2020: -$35,0952020Revenue 2021: $8,279Expenses 2021: $37,608Net Income 2021: -$29,3292021Revenue 2022: $146,374Expenses 2022: $17,340Net Income 2022: $129,0342022Revenue 2023: $40,444Expenses 2023: $28,923Net Income 2023: $11,5212023Revenue 2024: $84,577Expenses 2024: $27,376Net Income 2024: $57,2012024

Highlighted filing

2016

Revenue$13,820
Expenses$19,258
Net Income-$5,438
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 7, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jing WangPres / Director / Sec-$0--
Hongjun ZhuVP / Director-$0--
Filing and Contact Details

Filer

Filer Name
Ann Jie Foundation
EIN
20-5632337
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Hongjun Zhu
Title
vice president
Phone
8008391754
Signed
2017-03-07
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix293 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26565 SKYLINE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34219 CHEADLE HALL 4TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PALO ALTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LOS ALTOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HILLSBOROUGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SANTA BARBARA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094303
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd393106
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014150
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/AppliedToCurrentYearAmt0403
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt018772
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017993
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt019175
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017590
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt018772
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
TaxesSchedule/TaxesDetail/Amt083
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Excise Tax for 2015
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HONGJUN ZHU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0vice president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ann Jie Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ANNJ
ReturnHeader/Filer/EIN0205632337
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09D59D74B225D538E4555D08F8D8ED29667824494
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0259C731B7C7CCB55DA46458F0098BC0D5A2501CB
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId006391520170905000060
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-03-31
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.14.9.153
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02017-03-31T13:40:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$345,219
Liabilities
$0
Net assets
$345,219
Revenue
$13,820
Expenses
$19,258
Net income
-$5,438
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.30$0.00$4.30$0.85$0.27$0.57
2023Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.40$0.29$0.12
2022Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$1.46$0.17$1.29
2021Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.08$0.38$0.29
2020Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.06$0.41$0.35
2019Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.07$0.40$0.33
2018Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.20$0.30$0.10
2017Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.24$0.30$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.14$0.19$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.08$0.20$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.09$0.19$0.09
2013Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.08$0.17$0.09
2012Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.18
2011Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.17
2010Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.14