Civic Intelligence

Fortune Home Foundation

990PF • Fiscal year 2022 • EIN 26-3936781

Dec 01, 2021 to Nov 30, 2022 • Filed on Oct 15, 2023

PO Box 24638San Jose, CA 95154

(408) 230-9766

Siviq Scores

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

Liabilities / Assets

78th percentile

0.06x

Higher debt load relative to assets than 78% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

99th percentile

123%

Higher net margin than 99% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

19th percentile

-23%

Faster asset growth than 19% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Assets

Down

$282,984

Down $84,827 (-23%) from 2021

Net Assets

Down

$265,984

Down $101,827 (-28%) from 2021

Liabilities

Up

$17,000

Up $17,000 from 2021

Revenue

Down

-$82,942

Down $81,324 (-5026%) from 2021

Expenses

Down

$18,885

Down $1,115 (-5.6%) from 2021

Net Income

Down

-$101,827

Down $80,209 (-371%) from 2021

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $280,602Liabilities 2011: $0Net Assets 2011: $280,6022011Assets 2014: $411,620Liabilities 2014: $0Net Assets 2014: $411,6202014Assets 2016: $368,218Liabilities 2016: $0Net Assets 2016: $368,2182016Assets 2017: $387,231Liabilities 2017: $0Net Assets 2017: $387,2312017Assets 2018: $369,860Liabilities 2018: $0Net Assets 2018: $369,8602018Assets 2019: $408,766Liabilities 2019: $0Net Assets 2019: $408,7662019Assets 2020: $389,429Liabilities 2020: $0Net Assets 2020: $389,4292020Assets 2021: $367,811Liabilities 2021: $0Net Assets 2021: $367,8112021Assets 2022: $282,984Liabilities 2022: $17,000Net Assets 2022: $265,9842022Assets 2023: $240,125Liabilities 2023: $0Net Assets 2023: $240,1252023Assets 2024: $213,551Liabilities 2024: $0Net Assets 2024: $213,5512024

Highlighted filing

2022

Assets$282,984
Liabilities$17,000
Net Assets$265,984

Operations Trend

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

$100K$50K$0-$50K-$100K-$150KExpenses 2011: $7,8282011Revenue 2014: $51,064Expenses 2014: $18,165Net Income 2014: $32,8992014Revenue 2016: $59Expenses 2016: $21,120Net Income 2016: -$21,0612016Revenue 2017: $34,901Expenses 2017: $15,887Net Income 2017: $19,0142017Revenue 2018: $0Expenses 2018: $16,371Net Income 2018: -$16,3712018Revenue 2019: $59,717Expenses 2019: $20,860Net Income 2019: $38,8572019Revenue 2020: $1,000Expenses 2020: $19,689Net Income 2020: -$18,6892020Revenue 2021: -$1,618Expenses 2021: $20,000Net Income 2021: -$21,6182021Revenue 2022: -$82,942Expenses 2022: $18,885Net Income 2022: -$101,8272022Revenue 2023: -$11,017Expenses 2023: $14,842Net Income 2023: -$25,8592023Revenue 2024: -$14,533Expenses 2024: $12,041Net Income 2024: -$26,5742024

Highlighted filing

2022

Revenue-$82,942
Expenses$18,885
Net Income-$101,827
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Oct 15, 2023
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIAN ZHANGPresident-$0--
FAN GONGCFO-$0--
Filing and Contact Details

Filer

Filer Name
Fortune Home Foundation
EIN
26-3936781
Phone
4082309766
Address
PO BOX 24638, SAN JOSE, CA 95154

Signing Officer

Name
Jian Zhang
Title
President
Phone
4082306566
Signed
2023-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Eric Zhang & Associates Llp
Address
920 HILLVIEW CT 180, MILPITAS, CA 95035
Preparer
Eric Zhang CPA
Phone
6265812266
Raw XML Appendix340 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01310 BRYANT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17801 FOLSOM BLVD 104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2ONE WEST PARK ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3EATON CENTER KENYON COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44000 M-137
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PALO ALTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SACRAMENTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2IOWA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3GAMBIER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4INTERLOCHEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195826
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd252242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd343022
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd449643
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017000
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/AppliedToCurrentYearAmt02573
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt015416
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015190
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017989
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt012617
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt015416
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0K1 INVESTMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0375
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0375
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILLING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PENALTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1896
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt05
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt113
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INVESTMENT K1 GAIN
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt113
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JIAN ZHANG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04082306566
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FORTUNE HOME FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FORT
ReturnHeader/Filer/EIN0263936781
ReturnHeader/Filer/PhoneNum04082309766
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 24638
ReturnHeader/Filer/USAddress/CityNm0SAN JOSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095154
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475284605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERIC ZHANG & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0920 HILLVIEW CT 180
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILPITAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095035
ReturnHeader/PreparerPersonGrp/PhoneNum06265812266
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC ZHANG CPA
ReturnHeader/ReturnTs02023-10-15T21:19:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZHANG
ReturnHeader/TaxPeriodBeginDt02021-12-01
ReturnHeader/TaxPeriodEndDt02022-11-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.00$2.14$0.15$0.12$0.27
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$0.11$0.15$0.26
2022Detailed filing. Detailed filing data is available for this year.$2.83$0.17$2.66$0.83$0.19$1.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$0.00$3.68$0.02$0.20$0.22
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.89$0.00$3.89$0.01$0.20$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.09$0.00$4.09$0.60$0.21$0.39
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.70$0.00$3.70$0.00$0.16$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.87$0.00$3.87$0.35$0.16$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$0.00$3.68$0.00$0.21$0.21
2014Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.51$0.18$0.33
2011Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.08