Civic Intelligence

Phoeng Foundation

990PF • Fiscal year 2018 • EIN 27-3698530

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 15, 2019

Organization Profile
4011 Calle Sonora OesteLaguna Woods, CA 92637

(650) 322-4894

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

100th percentile

148%

Higher net margin than 100% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

5th percentile

-18%

Faster asset growth than 5% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

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

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$6,943,511

Down $1,517,855 (-18%) from 2017

Net Assets

Down

$6,934,311

Down $1,521,455 (-18%) from 2017

Liabilities

Up

$9,200

Up $3,600 (+64%) from 2017

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$1,029,901

Down $928,349 (-914%) from 2017

Expenses

Up

$491,554

Up $9,208 (+1.9%) from 2017

Net Income

Down

-$1,521,455

Down $937,557 (-161%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth5th percentile

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

2018

Assets$6,943,511
Liabilities$9,200
Net Assets$6,934,311
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2018

Revenue-$1,029,901
Expenses$491,554
Net Income-$1,521,455
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 15, 2019
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

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

Filer

Filer Name
Phoeng Foundation
EIN
27-3698530
Phone
6503224894
Address
4011 CALLE SONORA OESTE, LAGUNA WOODS, CA 92637

Signing Officer

Name
Dr Hwalin Lee
Title
Manager
Signed
2019-08-15
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 529 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/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt09200
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01201511
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0103131
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01907284
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0338615
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0256077
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0401471
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0444339
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0312355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0157327
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0173032
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.037692
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05190
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.03556
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.01840
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.02423
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0816
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt06772296
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt07735484
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt07612683
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08783515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt08548937
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt07141606
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0399905
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.188462
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0399089
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0399905
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0816
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0399905
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 1294
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MENLO PARK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094026
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HWALIN LEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum06508610987
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SEE ATTACHED STATEMENTS
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0399905
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DR HWALIN LEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1334000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt316
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt535
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65100
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0FORMOSAN ASSOCIATION FOR PUBLIC AFF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1UCSF FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2TAIWANESE AMERICAN FEDERATION OF NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3FRIEND OF PALO ALTO LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4TAIWANESE CHAMBER OF COMERCE SF BAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5SILICON VALLEY TAIWANESE ASSOC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6SALUTE TO VETERAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0552 7TH ST SE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,943,511
Liabilities
$9,200
Net assets
$6,934,311
Revenue
-$1,029,901
Expenses
$491,554
Net income
-$1,521,455
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.29$0.01$6.28$2.05$0.48$1.57
2020Detailed filing. Detailed filing data is available for this year.$4.72$0.01$4.71$1.24$0.14$1.38
2019Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.66$0.19$0.85
2018Detailed filing. Detailed filing data is available for this year.$6.94$0.01$6.93$1.03$0.49$1.52
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.46$0.01$8.46$0.10$0.48$0.58
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.05$0.01$9.04$0.93$0.68$1.61
2015Detailed filing. Detailed filing data is available for this year.$10.7$0.01$10.6$1.32$0.46$0.86
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.77$0.01$9.77$2.20$0.27$1.93