Civic Intelligence

Taiwan Benevolent Association San Jose

990EZ • Fiscal year 2017 • EIN 20-5851444

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 01, 2018

Organization ProfileN/A
3021 Beard RdFremont, CA 94555

(510) 579-9849

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.22x

Higher debt load relative to assets than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

0.24x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

64th percentile

12%

Faster asset growth than 64% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

111%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$22,032

Up $2,280 (+12%) from 2016

Net Assets

Up

$17,179

Up $2,924 (+21%) from 2016

Liabilities

Down

$4,853

Down $644 (-12%) from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin70th percentile

Revenue

Up

$20,017

Up $10,509 (+111%) from 2016

Expenses

Up

$17,093

Up $7,377 (+76%) from 2016

Net Income

Up

$2,924

Up $3,132 (+1506%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$40K$30K$20K$10K$0Assets 2012: $9,666Liabilities 2012: $02012Assets 2013: $14,774Liabilities 2013: $2,2312013Assets 2014: $17,141Liabilities 2014: $2,995Net Assets 2014: $14,1462014Assets 2015: $21,830Liabilities 2015: $7,367Net Assets 2015: $14,4632015Assets 2016: $19,752Liabilities 2016: $5,497Net Assets 2016: $14,2552016Assets 2017: $22,032Liabilities 2017: $4,853Net Assets 2017: $17,1792017Assets 2018: $27,271Liabilities 2018: $4,645Net Assets 2018: $22,6262018Assets 2019: $24,512Net Assets 2019: $24,5122019Assets 2020: $17,785Liabilities 2020: $0Net Assets 2020: $17,7852020Assets 2021: $17,996Liabilities 2021: $0Net Assets 2021: $17,9962021Assets 2022: $19,008Liabilities 2022: $0Net Assets 2022: $19,0082022Assets 2023: $22,238Liabilities 2023: $1Net Assets 2023: $22,2372023Assets 2024: $30,766Liabilities 2024: $0Net Assets 2024: $30,7662024

Highlighted filing

2017

Assets$22,032
Liabilities$4,853
Net Assets$17,179
Open 2017 Filing

Operations Trend

Revenue Growth93rd percentile

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

$30K$20K$10K$0-$10KRevenue 2012: $18,560Expenses 2012: $18,125Net Income 2012: $4352012Revenue 2013: $16,612Expenses 2013: $13,735Net Income 2013: $2,8772013Revenue 2014: $17,494Expenses 2014: $15,891Net Income 2014: $1,6032014Revenue 2015: $17,797Expenses 2015: $17,480Net Income 2015: $3172015Revenue 2016: $9,508Expenses 2016: $9,716Net Income 2016: -$2082016Revenue 2017: $20,017Expenses 2017: $17,093Net Income 2017: $2,9242017Revenue 2018: $27,112Expenses 2018: $21,665Net Income 2018: $5,4472018Revenue 2019: $13,248Expenses 2019: $11,362Net Income 2019: $1,8862019Revenue 2020: $1,364Expenses 2020: $8,091Net Income 2020: -$6,7272020Revenue 2021: $3,641Expenses 2021: $3,430Net Income 2021: $2112021Revenue 2022: $6,972Expenses 2022: $5,959Net Income 2022: $1,0132022Revenue 2023: $13,494Expenses 2023: $10,265Net Income 2023: $3,2292023Revenue 2024: $20,656Expenses 2024: $9,004Net Income 2024: $11,6522024

Highlighted filing

2017

Revenue$20,017
Expenses$17,093
Net Income$2,924
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 1, 2018
Return Version
2017v2.2
Gross Receipts
$20,017
Mission and Program Overview

Mission

The specific purposes of this corporation are to strengthen connections among taiwanese americans in san jose and offer necessary services to the community; to enhance the quality of life and social well-being of taiwanese americans. Through organizing or participating in variours activities and events to encourage contacts and communications among people in the taiwanese american community.

Program Services

DescriptionGrantsExpenses
EVENTS INCLUDE TRADITIONAL CULTURE FESTIVAL AND YEAR END FESTIVAL.$14,053-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vivian WangPresidentPT$0--
Peggy ChiouCFOPT$0--
KsaitoSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Taiwan Benevolent Association
EIN
20-5851444
Phone
5105799849
Address
3021 BEARD RD, FREMONT, CA 94555

Signing Officer

Name
Peggy Chiou
Title
CFO / VP
Signed
2018-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Wang & Chou Accountancy Corp
Address
28 N First St Suite 900, San Jose, CA 95113
Preparer
Jung-Mei Wang
Phone
4089981688
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $29”

Other Expenses.1007

“Conferences, Conventions, and Meetings $1237”

Other Expenses.1012

“Insurance $281”

Other Expenses.1

“EVENT $13422”

Other Expenses.2

“Public Relations $980”

Other Expenses.3

“Janitorial Service $530”

Other Expenses.5

“MEMBERSHIP FEE $100”

Other Assets.1005

“Accounts Receivable - Beginning $9406 Accounts Receivable - Ending $9490”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $5497 Accounts Payable and Accrued Expenses - Ending $4853”

Raw XML Appendix171 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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IRS990EZ/BooksInCareOfDetail/PhoneNum05105799849
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fremont
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IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012542
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InitiationFeesAndCapContriAmt00
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Vivian Wang
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Peggy Chiou
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ksaito
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09406
IRS990EZ/OtherAssetsTotalDetail/EOYAmt09490
IRS990EZ/OtherExpensesTotalAmt016579
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE SPECIFIC PURPOSES OF THIS CORPORATION ARE TO STRENGTHEN CONNECTIONS AMONG TAIWANESE AMERICANS IN SAN JOSE AND OFFER NECESSARY SERVICES TO THE COMMUNITY; TO ENHANCE THE QUALITY OF LIFE AND SOCIAL WELL-BEING OF TAIWANESE AMERICANS. THROUGH ORGANIZING OR PARTICIPATING IN VARIOURS ACTIVITIES AND EVENTS TO ENCOURAGE CONTACTS AND COMMUNICATIONS AMONG PEOPLE IN THE TAIWANESE AMERICAN COMMUNITY.
IRS990EZ/PrintingPublicationsPostageAmt0514
IRS990EZ/ProgramServiceRevenueAmt012067
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EVENTS INCLUDE TRADITIONAL CULTURE FESTIVAL AND YEAR END FESTIVAL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt014053
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05497
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt04853
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017093
IRS990EZ/TotalProgramServiceExpensesAmt014053
IRS990EZ/TotalRevenueAmt020017
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012472
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt014291
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt051038
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01770
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05020
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02320
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt09110
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt060148
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07950
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0300
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt017492
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt016611
IRS990ScheduleA/Total509Grp/TotalAmt060148
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07950
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0300
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt017797
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt017494
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt016613
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt060154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $29
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $1237
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $281
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EVENT $13422
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Public Relations $980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Janitorial Service $530
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEMBERSHIP FEE $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Receivable - Beginning $9406 Accounts Receivable - Ending $9490
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Payable and Accrued Expenses - Beginning $5497 Accounts Payable and Accrued Expenses - Ending $4853
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1001
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Peggy Chiou
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO / VP
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TAIWAN BENEVOLENT ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SAN JOSE
ReturnHeader/Filer/BusinessNameControlTxt0TAIW
ReturnHeader/Filer/EIN0205851444
ReturnHeader/Filer/PhoneNum05105799849
ReturnHeader/Filer/USAddress/AddressLine1Txt03021 BEARD RD
ReturnHeader/Filer/USAddress/CityNm0FREMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094555
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770559827
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wang & Chou Accountancy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028 N First St Suite 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Jose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095113
ReturnHeader/PreparerPersonGrp/PhoneNum04089981688
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jung-Mei Wang
ReturnHeader/ReturnTs02018-10-01T18:04:02-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,032
Liabilities
$4,853
Net assets
$17,179
Revenue
$20,017
Expenses
$17,093
Net income
$2,924
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.8$0.00$30.8$20.7$9.00$11.7
2023Detailed filing. Detailed filing data is available for this year.$22.2$0.00$22.2$13.5$10.3$3.23
2022Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$6.97$5.96$1.01
2021Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$3.64$3.43$0.21
2020Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$1.36$8.09$6.73
2019Detailed filing. Detailed filing data is available for this year.$24.5$24.5$13.2$11.4$1.89
2018Detailed filing. Detailed filing data is available for this year.$27.3$4.65$22.6$27.1$21.7$5.45
2017Detailed filing. Detailed filing data is available for this year.$22.0$4.85$17.2$20.0$17.1$2.92
2016Detailed filing. Detailed filing data is available for this year.$19.8$5.50$14.3$9.51$9.72$0.21
2015Detailed filing. Detailed filing data is available for this year.$21.8$7.37$14.5$17.8$17.5$0.32
2014Detailed filing. Detailed filing data is available for this year.$17.1$3.00$14.1$17.5$15.9$1.60
2013Summary only. Only limited summary data is available for this year.$14.8$2.23$16.6$13.7$2.88
2012Summary only. Only limited summary data is available for this year.$9.67$0.00$18.6$18.1$0.44