Civic Intelligence

The Afsm Foundation

990PF • Fiscal year 2022 • EIN 27-1224572

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

CO Paul Roy-157 Church St 19 FLNew Haven, CT 06510

(212) 535-6333

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M 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

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

44th percentile

-1.6%

Faster asset growth than 44% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$1,580,196

Down $25,875 (-1.6%) from 2021

Net Assets

Down

$1,580,196

Down $25,875 (-1.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$0

Down $1,000,000 (-100%) from 2021

Expenses

Down

$25,875

Down $5,576,390 (-100%) from 2021

Net Income

Up

-$25,875

Up $4,576,390 (+99%) from 2021

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $3,647,450Liabilities 2013: $0Net Assets 2013: $3,647,4502013Assets 2014: $3,647,450Liabilities 2014: $0Net Assets 2014: $3,647,4502014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $5,602,265Liabilities 2017: $0Net Assets 2017: $5,602,2652017Assets 2018: $5,628,140Liabilities 2018: $0Net Assets 2018: $5,628,1402018Assets 2019: $5,678,140Liabilities 2019: $0Net Assets 2019: $5,678,1402019Assets 2020: $6,208,336Liabilities 2020: $0Net Assets 2020: $6,208,3362020Assets 2021: $1,606,071Liabilities 2021: $0Net Assets 2021: $1,606,0712021Assets 2022: $1,580,196Liabilities 2022: $0Net Assets 2022: $1,580,1962022Assets 2023: $1,000,000Liabilities 2023: $0Net Assets 2023: $1,000,0002023Assets 2024: $1,000,000Liabilities 2024: $0Net Assets 2024: $1,000,0002024

Highlighted filing

2022

Assets$1,580,196
Liabilities$0
Net Assets$1,580,196

Operations Trend

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

$10M$5.0M$0-$5.0M-$10MRevenue 2013: $0Expenses 2013: $6,550,000Net Income 2013: -$6,550,0002013Revenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $0Expenses 2015: $3,647,450Net Income 2015: -$3,647,4502015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $5,602,265Expenses 2017: $0Net Income 2017: $5,602,2652017Revenue 2018: $25,875Expenses 2018: $0Net Income 2018: $25,8752018Revenue 2019: $50,000Expenses 2019: $0Net Income 2019: $50,0002019Revenue 2020: $530,196Expenses 2020: $0Net Income 2020: $530,1962020Revenue 2021: $1,000,000Expenses 2021: $5,602,265Net Income 2021: -$4,602,2652021Revenue 2022: $0Expenses 2022: $25,875Net Income 2022: -$25,8752022Revenue 2023: $0Expenses 2023: $580,196Net Income 2023: -$580,1962023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2022

Revenue$0
Expenses$25,875
Net Income-$25,875
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA PEIPresident-$0--
SHAU-WAI LAMTreasurer-$0--
LILLIAN CHINDirector-$0--
PETER KIMMELMANDirector-$0--
GEORGE FANDirector-$0--
WILLIAM M GRISWOLDDirector-$0--
MIMI GATESDirector-$0--
JANINE LUKESecretary-$0--
CLARA XINGDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSHANGHAI MUSEUM111 QIPAO VINTAGE DRESSES FOR THE PURPOSE OF EXHIBITING AND PROMOTING THE STUDY OF THE WORKS BY MAKING THEM AVAILABLE TO SCHOLARSPRIVATESHANGHAI, CHINA, CH$25,875
Filing and Contact Details

Filer

Filer Name
The Afsm Foundation
EIN
27-1224572
Phone
2125356333
Address
CO PAUL ROY-157 CHURCH ST 19 FL, NEW HAVEN, CT 06510

Signing Officer

Name
Patricia Pei
Title
President
Phone
2125356333
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Eisner Advisory Group LLC
Address
733 THIRD AVENUE, NEW YORK, NY 10017-2703
Preparer
Mitchell Sorkin
Phone
2129498700
Raw XML Appendix362 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/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/Year3Amt05678140
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01115 FIFTH AVE 14A
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010128
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
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IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DONATIONS RECEIVED OF ANCIENT CHINESE WORKS OF ART FOR THE PURPOSE OF EXHIBITING & PROMOTING THE STUDY OF THE WORKS BY MAKING THEM AVAILABLE TO RESEARCHERS & SCHOLARS REGARDLESS OF INSTITUTIONAL OR NATIONAL AFFILIATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt025875
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0111 QIPAO VINTAGE DRESSES FOR THE PURPOSE OF EXHIBITING AND PROMOTING THE STUDY OF THE WORKS BY MAKING THEM AVAILABLE TO SCHOLARS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt0NO 201 RENMIN AVENUE
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025875
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt025875
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt150000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2523169
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt37027
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt41000000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0QIPAO DRESSES
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OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2CHINESE BRONZE MIRROR
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc3VARIOUS ANCIENT BOOKS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc4BRONZE TRIPOD FOOD VESSEL, LI DING
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt150000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2523169
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt37027
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt41000000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt150000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2523169
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt37027
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt41000000
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0MICHAEL HU
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1PATRICIA PEI
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm2COTSEN 1985 TUST
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm3GEORGE FAN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0845 COTTON ST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt11115 5TH AVE 14A
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt212100 WILSHIRE BLVD SUITE 905
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt3120 CENTRAL PARK SOUTH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0MENIO PARK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1NEW YORK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm2LOS ANGELES
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm3NEW YORK
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd2CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd3NY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd094025
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd110128
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd290025
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd310019
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA PEI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02125356333
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE AFSM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AFSM
ReturnHeader/Filer/EIN0271224572
ReturnHeader/Filer/PhoneNum02125356333
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO PAUL ROY-157 CHURCH ST 19 FL
ReturnHeader/Filer/USAddress/CityNm0NEW HAVEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006510
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0871353108
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EISNER ADVISORY GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0733 THIRD AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100172703
ReturnHeader/PreparerPersonGrp/PhoneNum02129498700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MITCHELL SORKIN
ReturnHeader/ReturnTs02023-11-15T15:59:54-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATRICIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PEI
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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