Civic Intelligence

Phoeng Foundation

990PF • Fiscal year 2017 • EIN 27-3698530

Oct 01, 2016 to Sep 30, 2017 • Filed on Feb 14, 2018

PO Box 1294Menlo Park, CA 94026

(650) 322-4894

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

100th percentile

575%

Higher net margin than 100% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

12th percentile

-6.5%

Faster asset growth than 12% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

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

Annualized from 2016 to 2017

Assets

Down

$8,461,366

Down $583,898 (-6.5%) from 2016

Net Assets

Down

$8,455,766

Down $583,898 (-6.5%) from 2016

Liabilities

Flat

$5,600

Flat from 2016

Revenue

Up

-$101,552

Up $828,457 (+89%) from 2016

Expenses

Down

$482,346

Down $195,368 (-29%) from 2016

Net Income

Up

-$583,898

Up $1,023,825 (+64%) from 2016

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2014: $9,770,749Liabilities 2014: $5,600Net Assets 2014: $9,765,1492014Assets 2015: $10,652,987Liabilities 2015: $5,600Net Assets 2015: $10,647,3872015Assets 2016: $9,045,264Liabilities 2016: $5,600Net Assets 2016: $9,039,6642016Assets 2017: $8,461,366Liabilities 2017: $5,600Net Assets 2017: $8,455,7662017Assets 2018: $6,943,511Liabilities 2018: $9,200Net Assets 2018: $6,934,3112018Assets 2019: $6,089,243Liabilities 2019: $3,141Net Assets 2019: $6,086,1022019Assets 2020: $4,717,843Liabilities 2020: $7,300Net Assets 2020: $4,710,5432020Assets 2021: $6,291,817Liabilities 2021: $7,100Net Assets 2021: $6,284,7172021

Highlighted filing

2017

Assets$8,461,366
Liabilities$5,600
Net Assets$8,455,766

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2014: $2,197,539Expenses 2014: $266,648Net Income 2014: $1,930,8912014Revenue 2015: $1,323,371Expenses 2015: $463,355Net Income 2015: $860,0162015Revenue 2016: -$930,009Expenses 2016: $677,714Net Income 2016: -$1,607,7232016Revenue 2017: -$101,552Expenses 2017: $482,346Net Income 2017: -$583,8982017Revenue 2018: -$1,029,901Expenses 2018: $491,554Net Income 2018: -$1,521,4552018Revenue 2019: -$659,142Expenses 2019: $189,067Net Income 2019: -$848,2092019Revenue 2020: -$1,238,679Expenses 2020: $136,880Net Income 2020: -$1,375,5592020Revenue 2021: $2,050,312Expenses 2021: $476,138Net Income 2021: $1,574,1742021

Highlighted filing

2017

Revenue-$101,552
Expenses$482,346
Net Income-$583,898
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Feb 14, 2018
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR HWALIN LEEManager-$0--
Filing and Contact Details

Filer

Filer Name
Phoeng Foundation
EIN
27-3698530
Phone
6503224894
Address
PO BOX 1294, MENLO PARK, CA 94026

Signing Officer

Name
Dr Hwalin Lee
Title
Manager
Signed
2018-02-14
Discuss with paid preparer
Yes

Preparer

Firm
PEROTTI AND CARRADE CPAs
Address
1100 LARKSPUR LNDNG CIR 358, LARKSPUR, CA 94939
Preparer
Marc Samborski
Phone
4154618500
Raw XML AppendixShowing 400 of 536 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AVANTIS MEDICAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT PUBLIC BROADCASTING SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4COMMUNITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0NORTH AMERICA TAIWANESE MEDICAL ASS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2KQED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4TAIWANESE AMERICAN FEDERATION OF NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5FORMOSAN ASSOCIATES FOR PUBLIC AFFA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6FRIEND OF PALO ALTO LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7TAIWANESE CHAMBER OF COMERCE SF BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8SILICON VALLEY TAIWANESE ASSOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9TAIWANESE ALLIANCE FOR INTELLECTUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10WIKIPEDIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE

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