Civic Intelligence

Phoeng Foundation

990PF • Fiscal year 2020 • EIN 27-3698530

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 20, 2021

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

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2020

Net Margin

99th percentile

111%

Higher net margin than 99% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

4th percentile

-23%

Faster asset growth than 4% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

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

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets36th percentile

Assets

Down

$4,717,843

Down $1,371,400 (-23%) from 2019

Net Assets

Down

$4,710,543

Down $1,375,559 (-23%) from 2019

Liabilities

Up

$7,300

Up $4,159 (+132%) from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$1,238,679

Down $579,537 (-88%) from 2019

Expenses

Down

$136,880

Down $52,187 (-28%) from 2019

Net Income

Down

-$1,375,559

Down $527,350 (-62%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2020

Assets$4,717,843
Liabilities$7,300
Net Assets$4,710,543
Open 2020 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

2020

Revenue-$1,238,679
Expenses$136,880
Net Income-$1,375,559
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 20, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay44th 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
2021-08-20
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 453 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/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0190365
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt084210
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02576257
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0276488
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05529760
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05613970
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DR HWALIN LEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 1294
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MENLO PARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094026
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0237321
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0238423
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt060524
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0399089
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0401471
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0444339
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0312355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042917
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.00983
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05893
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05190
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.03556
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01102
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05529760
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt06159437
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt06772296
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt07735484
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt07612683
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt08783515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt038350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.214586
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt038350
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt038350
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt038350
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0true
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02018
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
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/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/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DR HWALIN LEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0FORMOSAN ASSOCIATION FOR PUBLIC AFF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0552 7TH ST SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020003
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0500
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/AppliedToYear1Amt038350
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0274283
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt038350
IRS990PF/UndistributedIncomeGrp/Taxable2Amt061891
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0274283
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0100241
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt010135
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt11355
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt2368943
LandEtcSchedule2/LandEtcGrp/BookValueAmt05268
LandEtcSchedule2/LandEtcGrp/BookValueAmt11636899
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Auto./Transportation Equip.
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2Buildings
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt015403
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt11355
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt22005842
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt015403
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt12608716
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt06687

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,717,843
Liabilities
$7,300
Net assets
$4,710,543
Revenue
-$1,238,679
Expenses
$136,880
Net income
-$1,375,559
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