Civic Intelligence

Phoeng Foundation

990PF • Fiscal year 2019 • EIN 27-3698530

Oct 01, 2018 to Sep 30, 2019 • Filed on Aug 12, 2020

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

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

100th percentile

129%

Higher net margin than 100% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

7th percentile

-12%

Faster asset growth than 7% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

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

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$6,089,243

Down $854,268 (-12%) from 2018

Net Assets

Down

$6,086,102

Down $848,209 (-12%) from 2018

Liabilities

Down

$3,141

Down $6,059 (-66%) from 2018

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Up

-$659,142

Up $370,759 (+36%) from 2018

Expenses

Down

$189,067

Down $302,487 (-62%) from 2018

Net Income

Up

-$848,209

Up $673,246 (+44%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth7th 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

2019

Assets$6,089,243
Liabilities$3,141
Net Assets$6,086,102
Open 2019 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

2019

Revenue-$659,142
Expenses$189,067
Net Income-$848,209
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Aug 12, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay30th 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
2020-08-12
Discuss with paid preparer
Yes

Preparer

Firm
Perotti & Carrade CPAs
Address
1 McInnis Pkwy Ste 200, San Rafael, CA 94903
Preparer
Marc Samborski
Phone
4154618500
Raw XML AppendixShowing 400 of 486 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/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt093799
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02153932
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0307972
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06159437
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06253236
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0276519
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0399089
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0401471
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0444339
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0312355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0157327
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044633
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05893
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05190
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.03556
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.01840
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01605
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt06772296
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt07735484
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt07612683
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt08783515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt08548937
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt060524
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.223163
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt060524
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt060524
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt060524
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0true
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/SubjToTaxRmnrtnExPrchtPymtInd0false
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/Expenses1Amt060524
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DR HWALIN LEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220710
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/AddressLine1Txt01 ROOSEVELT ROAD SECTION 4
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CityNm0TAIPEI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/CountryCd0TW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientForeignAddress/ForeignPostalCd010617
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0FORMOSAN ASSOCIATION FOR PUBLIC AFF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1TAIWANESE AMERICAN FEDERATION OF NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2NATIONAL TAIWAN UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0552 7TH ST SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt191 GREGORY LANE 5
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PLEASANT HILL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194523
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021610
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt060524
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0304762
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0143997

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,089,243
Liabilities
$3,141
Net assets
$6,086,102
Revenue
-$659,142
Expenses
$189,067
Net income
-$848,209
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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • $5M-$10M nonprofits