Civic Intelligence

Ann Jie Foundation

990PF • Fiscal year 2021 • EIN 20-5632337

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 23, 2022

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

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

4th percentile

-354%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

23rd percentile

-11%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

71st percentile

38%

Faster revenue growth than 71% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$232,194

Down $29,329 (-11%) from 2020

Net Assets

Down

$232,194

Down $29,329 (-11%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin4th percentile

Revenue

Up

$8,279

Up $2,275 (+38%) from 2020

Expenses

Down

$37,608

Down $3,491 (-8.5%) from 2020

Net Income

Up

-$29,329

Up $5,766 (+16%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2021

Assets$232,194
Liabilities$0
Net Assets$232,194
Open 2021 Filing

Operations Trend

Revenue Growth71st 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

2021

Revenue$8,279
Expenses$37,608
Net Income-$29,329
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 23, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jing WangPres, Dir, Sec-$0--
Hongjun ZhuDir, VP-$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
jing wang
Title
president
Phone
8008391754
Signed
2022-03-23
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 Appendix262 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/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-29329
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0232194
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0261523
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0232194
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt019443
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt019443
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt019443
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt019558
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0115
IRS990PF/DistributableAmountGrp/TotalTaxAmt0115
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0397108
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt027253
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0369855
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05957
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt019558
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0391151
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jing Wang
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Hongjun Zhu
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres, Dir, Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Dir, VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1Foundation Source 501 Silverside Rd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Wilmington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Wilmington
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1198091377
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt037525
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt037525
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Dragon Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2The Zhu Chair in Computer Science Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CARNEGIE MELLON UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MID-PENINSULA EDUCATION CENTER INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UC SANTA BARBARA FOUNDATION
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt021713
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt067509
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018082
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt024087
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt021713
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03627
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt037525
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018082
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt067509
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt049427
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
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 2020
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0jing wang
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-23
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/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/ReturnTs02022-04-05T14:05:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0jing
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0wang
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$232,194
Liabilities
$0
Net assets
$232,194
Revenue
$8,279
Expenses
$37,608
Net income
-$29,329
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