Civic Intelligence

Chiang and Matthews Foundation

990EZ • Fiscal year 2017 • EIN 27-3067129

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 06, 2018

5 BerniniIrvine, CA 92614

(949) 851-6866

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

56th percentile

0.00x

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

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

Net Margin

71st percentile

16%

Higher net margin than 71% 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

46th percentile

0.1%

Faster asset growth than 46% of similar nonprofits.

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

Revenue Growth

100th percentile

2826%

Faster revenue growth than 100% of similar nonprofits.

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

Assets

Up

$153,187

Up $211 (+0.1%) from 2016

Net Assets

Up

$153,187

Up $211 (+0.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$1,346

Up $1,300 (+2826%) from 2016

Expenses

Up

$1,135

Up $25 (+2.3%) from 2016

Net Income

Up

$211

Up $1,275 (+120%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $157,782Liabilities 2012: $0Net Assets 2012: $157,7822012Assets 2013: $156,501Liabilities 2013: $0Net Assets 2013: $156,5012013Assets 2014: $155,263Liabilities 2014: $0Net Assets 2014: $155,2632014Assets 2015: $154,040Liabilities 2015: $0Net Assets 2015: $154,0402015Assets 2016: $152,976Liabilities 2016: $0Net Assets 2016: $152,9762016Assets 2017: $153,187Liabilities 2017: $0Net Assets 2017: $153,1872017Assets 2018: $152,032Liabilities 2018: $0Net Assets 2018: $152,0322018Assets 2019: $150,836Liabilities 2019: $0Net Assets 2019: $150,8362019Assets 2020: $149,648Liabilities 2020: $0Net Assets 2020: $149,6482020Assets 2021: $148,387Liabilities 2021: $0Net Assets 2021: $148,3872021Assets 2022: $139,220Liabilities 2022: $0Net Assets 2022: $139,2202022Assets 2023: $139,935Liabilities 2023: $0Net Assets 2023: $139,9352023Assets 2024: $139,049Liabilities 2024: $0Net Assets 2024: $139,0492024

Highlighted filing

2017

Assets$153,187
Liabilities$0
Net Assets$153,187

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2012: $29,255Expenses 2012: $2,746Net Income 2012: $26,5092012Revenue 2013: $87Expenses 2013: $1,368Net Income 2013: -$1,2812013Revenue 2014: $67Expenses 2014: $1,305Net Income 2014: -$1,2382014Revenue 2015: $46Expenses 2015: $1,270Net Income 2015: -$1,2242015Revenue 2016: $46Expenses 2016: $1,110Net Income 2016: -$1,0642016Revenue 2017: $1,346Expenses 2017: $1,135Net Income 2017: $2112017Revenue 2018: $55Expenses 2018: $1,210Net Income 2018: -$1,1552018Revenue 2019: $39Expenses 2019: $1,235Net Income 2019: -$1,1962019Revenue 2020: $22Expenses 2020: $1,210Net Income 2020: -$1,1882020Revenue 2021: $14Expenses 2021: $1,275Net Income 2021: -$1,2612021Revenue 2022: $1,033Expenses 2022: $10,200Net Income 2022: -$9,1672022Revenue 2023: $790Expenses 2023: $75Net Income 2023: $7152023Revenue 2024: $14Expenses 2024: $900Net Income 2024: -$8862024

Highlighted filing

2017

Revenue$1,346
Expenses$1,135
Net Income$211
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 6, 2018
Return Version
2017v2.2
Gross Receipts
$1,346
Mission and Program Overview

Mission

SEE STATEMENT

Program Services

DescriptionGrantsExpenses
EDUCATION WITH AN EMPAHSIS ON THE ARTS - SUPPORT WILL BE GIVEN TO ORGANIZATIONS AND SECONDARY SCHOOLS THAT PROVIDE QUALITY IN THEIR PRODUCTIONS AND EDUCATIONAL PROGRAMS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANCES CHIANGCEO-$0--
WARREN MATTHEWSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Chiang and Matthews Foundation
EIN
27-3067129
Address
5 BERNINI, Irvine, CA 92614

Signing Officer

Name
Frances Chiang
Title
CEO
Phone
9498516866
Signed
2018-07-06
Discuss with paid preparer
Yes

Preparer

Firm
The Financial Advisors
Address
2522 Chambers Road Suite 110, Tustin, CA 92780
Preparer
Frank Lin
Phone
7143059319
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountSTATE FILING FEE 35

Raw XML Appendix125 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0FRANCES CHIANG
IRS990EZ/BooksInCareOfDetail/PhoneNum09498516866
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05 Bernini
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Irvine
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd092614
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0152976
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0153187
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01300
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0211
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01100
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0152976
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0153187
IRS990EZ/GrossReceiptsAmt01346
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt046
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0152976
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0153187
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0152976
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0153187
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FRANCES CHIANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WARREN MATTHEWS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt035
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE STATEMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION WITH AN EMPAHSIS ON THE ARTS - SUPPORT WILL BE GIVEN TO ORGANIZATIONS AND SECONDARY SCHOOLS THAT PROVIDE QUALITY IN THEIR PRODUCTIONS AND EDUCATIONAL PROGRAMS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt01135
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt01346
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01300
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt046
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt046
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt046
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt067
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt087
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0292
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.81660
IRS990ScheduleA/PublicSupportPY170Pct00.98640
IRS990ScheduleA/PublicSupportTotal170Amt01300
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01300
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01300
IRS990ScheduleA/TotalSupportAmt01592
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSTATE FILING FEE 35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Frances Chiang
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09498516866
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHIANG AND MATTHEWS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHIA
ReturnHeader/Filer/EIN0273067129
ReturnHeader/Filer/USAddress/AddressLine1Txt05 BERNINI
ReturnHeader/Filer/USAddress/CityNm0Irvine
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092614
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A86C334EBDAE921244DFE82F65450BF54D15A7E8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A86C334EBDAE921244DFE82F65450BF54D15A7E8
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId03086142018190wepqvpd
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-07-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.111.65.155
ReturnHeader/FilingSecurityInformation/IPDt02018-07-09
ReturnHeader/FilingSecurityInformation/IPTm012:33:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330585131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Financial Advisors
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02522 Chambers Road Suite 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tustin
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092780
ReturnHeader/PreparerPersonGrp/PhoneNum07143059319
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Frank Lin
ReturnHeader/ReturnTs02018-07-09T12:33:01-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.00$0.01$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.01$0.00$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.01$0.10$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.00$0.01$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.00$0.01$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$0.00$0.01$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.00$0.01$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.01$0.01$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.00$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.00$0.01$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.00$0.01$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.00$0.01$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.00$1.58$0.29$0.03$0.27