Civic Intelligence

Wong Family Foundation

EIN 20-8574331 • Purchase, NY

CO Shulman 287 Bowman AvePurchase, NY 10577
Siviq Scores

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

Liabilities / Assets

88th percentile

0.00x

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

NTEE T20 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

92nd percentile

0.06x

Higher debt load relative to revenue than 92% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Source year 2025

Net Margin

67th percentile

48%

Higher net margin than 67% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

NTEE T20 • $1M-$5M nonprofits • Source year 2025

Asset Growth

45th percentile

1.3%

Faster asset growth than 45% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

89th percentile

417%

Faster revenue growth than 89% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$1,380,622

Up $3,229 (+0.2%) from 2023

Liabilities

Down

$3,195

Down $5,680 (-64%) from 2023

Net Assets

$1,377,427

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue92nd percentileNet Margin67th percentile

Revenue

Up

$54,831

Up $64,465 (+669%) from 2023

Expenses

Down

$28,449

Down $4,526 (-14%) from 2023

Net Income

Up

$26,382

Up $68,991 (+162%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,512,959Liabilities 2011: $02011Assets 2012: $2,447,700Liabilities 2012: $02012Assets 2013: $2,387,657Liabilities 2013: $02013Assets 2014: $2,310,017Liabilities 2014: $02014Assets 2015: $2,352,070Liabilities 2015: $02015Assets 2019: $1,240,050Liabilities 2019: $2,9252019Assets 2020: $1,089,668Liabilities 2020: $2,925Net Assets 2020: $1,086,7432020Assets 2021: $1,388,060Liabilities 2021: $2,925Net Assets 2021: $1,385,1352021Assets 2022: $1,417,027Liabilities 2022: $5,900Net Assets 2022: $1,411,1272022Assets 2023: $1,377,393Liabilities 2023: $8,8752023Assets 2025: $1,380,622Liabilities 2025: $3,195Net Assets 2025: $1,377,4272025

Highlighted filing

2025

Assets$1,380,622
Liabilities$3,195
Net Assets$1,377,427
Open 2025 Filing

Operations Trend

Revenue Growth89th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $35,340Expenses 2011: $154,075Net Income 2011: -$118,7352011Revenue 2012: $42,292Expenses 2012: $107,551Net Income 2012: -$65,2592012Revenue 2013: $95,526Expenses 2013: $155,569Net Income 2013: -$60,0432013Revenue 2014: $45,810Expenses 2014: $123,450Net Income 2014: -$77,6402014Revenue 2015: $145,140Expenses 2015: $103,087Net Income 2015: $42,0532015Revenue 2019: $16,343Expenses 2019: $606,853Net Income 2019: -$590,5102019Revenue 2020: $152,543Expenses 2020: $302,925Net Income 2020: -$150,3822020Revenue 2021: $376,606Expenses 2021: $78,214Net Income 2021: $298,3922021Revenue 2022: $28,967Expenses 2022: $2,975Net Income 2022: $25,9922022Revenue 2023: -$9,634Expenses 2023: $32,975Net Income 2023: -$42,6092023Revenue 2025: $54,831Expenses 2025: $28,449Net Income 2025: $26,3822025

Highlighted filing

2025

Revenue$54,831
Expenses$28,449
Net Income$26,382
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,380,622
Liabilities
$3,195
Net assets
$1,377,427
Revenue
$54,831
Expenses
$28,449
Net income
$26,382
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.05$0.03$0.03
2023Summary only. Only limited summary data is available for this year.$1.38$0.01$0.01$0.03$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.01$1.41$0.03$0.00$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.38$0.08$0.30
2020Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.15$0.30$0.15
2019Summary only. Only limited summary data is available for this year.$1.24$0.00$0.02$0.61$0.59
2015Summary only. Only limited summary data is available for this year.$2.35$0.00$0.15$0.10$0.04
2014Summary only. Only limited summary data is available for this year.$2.31$0.00$0.05$0.12$0.08
2013Summary only. Only limited summary data is available for this year.$2.39$0.00$0.10$0.16$0.06
2012Summary only. Only limited summary data is available for this year.$2.45$0.00$0.04$0.11$0.07
2011Summary only. Only limited summary data is available for this year.$2.51$0.00$0.04$0.15$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 5, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHEN R WONGPres & Director-$0--
NATHALIE WONGAss'T Sec'Y ,Treas & Direc-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHARITABLE FRIENDS OF DIGAMMA BUILDINGGENERAL-CAMBRIDGE, MA, US$25,000
Filing and Contact Details

Filer

Filer Name
Wong Family Foundation
EIN
20-8574331
Phone
9142519200
Address
CO SHULMAN 287 BOWMAN AVE, PURCHASE, NY 10577

Signing Officer

Name
Stephen R Wong
Title
President
Phone
9142519200
Signed
2026-02-05
Discuss with paid preparer
Yes

Preparer

Firm
Shulman Jones & Company
Address
287 BOWMAN AVENUE 236, PURCHASE, NY 10577
Preparer
Frederick R Shulman
Phone
9142519200
Raw XML Appendix290 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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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PURCHASE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd010577
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0STEPHEN R WONG
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1NATHALIE WONG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHARITABLE FRIENDS OF DIGAMMA BUILDING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt044 JFK STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002138
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt025000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0173765
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0148765
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0229378
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0148765
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt080613
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt080613
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0229378
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt011950
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCHANGE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt03195
TaxesSchedule/TaxesDetail/Amt0254
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN R WONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09142519200
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WONG FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WONG
ReturnHeader/Filer/EIN0208574331
ReturnHeader/Filer/PhoneNum09142519200
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO SHULMAN 287 BOWMAN AVE
ReturnHeader/Filer/USAddress/CityNm0PURCHASE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010577
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133174394
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHULMAN JONES & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0287 BOWMAN AVENUE 236
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PURCHASE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010577
ReturnHeader/PreparerPersonGrp/PhoneNum09142519200
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FREDERICK R SHULMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-02-06T17:15:54-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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