Napa Tree Foundation

990PF • Fiscal year 2014 • EIN 27-4330507

Dec 01, 2013 to Nov 30, 2014 • Filed on Oct 15, 2015

Organization Profile

381 Carolina Ln94306

(408) 480-4184

Siviq Scores

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

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

0.00x

Higher debt load relative to revenue than 41% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

77%

Higher net margin than 96% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • $500k-$1M nonprofits • Source year 2014

37%

Faster asset growth than 89% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet

Liabilities / Assets40th percentile

Assets

$508,688

Up $137,993 (+37%) from 2013

Net Assets

$508,170

Up $140,658 (+38%) from 2013

Liabilities

Down

$518

Down $2,665 (-84%) from 2013

Revenue And Expenses

Liabilities / Revenue41st percentile Net Margin96th percentile

Revenue

$182,986

No earlier filing loaded for comparison.

Expenses

Down

$42,328

Down $24,750 (-37%) from 2013

Net Income

$140,658

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

Highlighted filing

2014

Assets$508,688

Liabilities$518

Net Assets$508,170

Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2014

Revenue$182,986

Expenses$42,328

Net Income$140,658

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Dec 1, 2013 to Nov 30, 2014
Signed: Oct 15, 2015
Return Version: 2013v4.0

Compensation and Service Providers

Top Officer Pay52nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
HONGWU CHI	President & CEO	-	$0	-	-
LEI ZHANG	Secretary	-	$0	-	-

Filing and Contact Details

Filer

EIN: 27-4330507
Phone: 4084804184

Signing Officer

Name: Hongwu Chi
Title: President & CEO
Signed: 2015-10-15
Discuss with paid preparer: Yes

Preparer

Preparer: Jimmy J Chen
Phone: 4084358828

Raw XML Appendix350 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
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	0	5106
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt	1	1982
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	0	43037
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	1	24389
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt	2	20632
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	0	Buildings
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	1	Improvements
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt	2	Land
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	0	48143
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	1	26371
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt	2	20632
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt	0	68775
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt	1	26370
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt	0	-27476
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/RelatedOrExemptFunctionIncmAmt	0	2895
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc	0	REWARD
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt	0	142
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	-24581
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt	0	142
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	-24439
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	14982
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	2270
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	2270
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	192367
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt	0	2710
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt	0	3962
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	140658
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt	0	17953
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt	0	17953
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt	0	17953
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	362500
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	-27476
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	2868
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt	0	2895
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	20777
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	12517
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	33125
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt	0	142
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	142
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt	0	1282
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	1282
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	1282
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt	0	17953
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	2971
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	26018
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	15227
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	42328
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	18095
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	182986
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	2971
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	23748
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	15227
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	40058
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt	0	1689
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt	0	1689
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt	0	1689
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2013-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	389976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	-27476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	-27476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	362500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	PORTMOUTH, NEWARK, CA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2014-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	-27476
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	-27476
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	140658
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	508170
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	367512
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	508170
IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	57
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	57
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	57
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	57
IRS990PF/FMVAssetsEOYAmt	0	515776
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt	0	3180
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt	0	518
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	371800
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	564167
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	206590
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	418653
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	418653
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt	0	7088
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt	0	95146
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt	0	2489
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt	0	4466
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt	0	90768
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt	0	88058
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt	0	95145
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt	0	2207
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt	0	1977
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt	0	1978
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	71130
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt	0	3
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	-4288
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	-55997
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	370695
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	508688
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	515776
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	3183
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	518
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	370695
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	508688
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	367512
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	508170
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	307773
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	212627
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	4617
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	95146
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	15158
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	303156
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	307773
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	2.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	HONGWU CHI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	LEI ZHANG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President & CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	0	885 ALTAIRE WALK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	1	885 ALTAIRE WALK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	0	PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	1	PALO ALTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	0	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	1	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	0	94303
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	1	94303
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt	0	14982
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt	0	19902
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year1Amt	0	4920
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt	0	12735
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt	0	16917
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt	0	4182
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt	0	2011-03-24
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt	0	26018
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt	0	129037
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt	0	63873
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt	0	5433
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt	0	33713
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt	0	26018
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt	0	129037
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt	0	63873
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt	0	5433
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt	0	33713
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind	0	X
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt	0	10105
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt	0	22183
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt	0	3280
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt	0	5515
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt	0	3283
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	26018
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	26018
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	26018
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1	0	381 CAROLINA LN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City	0	PALO ALTO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	94306
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	4084804184
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	0
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	HONGWU CHI
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	1	LEI ZHANG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	2163
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	107
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	501C
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	WORLD VISION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	STRATFORD SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	0	POBOX 9716
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	1	870 NCALIFORNIA AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	FEDERAL WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	1	PALO ALTO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	0	WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	98063
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	1	94303
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	2270
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	1	2
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	HONGWU CHI
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	1	LEI ZHANG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	885 ALTAIRE WALK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	1	885 ALTAIRE WALK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	PALO ALTO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	1	PALO ALTO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	1	CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	0	94303
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	1	94303
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	1	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	96184
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	1	96183
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	0	222
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	1	2267
LandEtcSchedule2/LandEtcGrp/BookValueAmt	0	522
LandEtcSchedule2/LandEtcGrp/BookValueAmt	1	1455
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	1	Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	744
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	1	3722
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt	0	523
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt	1	1455
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	AUTO EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	BANK CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	INTEREST EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	LAUNDRY AND CLEARING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	MEAL AND ENTERTAINMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	5	MISC. EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	6	OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	7	POSTAGE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	8	Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	9	RENTAL OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	10	REPAIR EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	11	SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	12	UTILITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	2651
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	169
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	874
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	3	755
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	4	2356
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	5	66
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	6	168
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	7	101
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	8	7500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	9	1881
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	10	1770
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	11	2486
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	169
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	12348
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	2651
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	169
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	874
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	755
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	2356
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	5	66
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	6	168
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	7	101
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	8	12348
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	9	7500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	10	1881
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	11	1770
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	12	2486
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	REWARD
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	142
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	142
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	50
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	1	1232
TaxesSchedule/TaxesDetail/Amt	0	50
TaxesSchedule/TaxesDetail/Amt	1	1232
TaxesSchedule/TaxesDetail/CategoryTxt	0	FILING EXPENSE
TaxesSchedule/TaxesDetail/CategoryTxt	1	tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	50
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	1232
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	HONGWU CHI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President & CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	NAPA TREE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	NAPA
ReturnHeader/Filer/EIN	0	274330507
ReturnHeader/Filer/PhoneNum	0	4084804184
ReturnHeader/Filer/USAddress/AddressLine1	0	381 CAROLINA LN
ReturnHeader/Filer/USAddress/City	0	PALO ALTO
ReturnHeader/Filer/USAddress/State	0	CA
ReturnHeader/Filer/USAddress/ZIPCode	0	94306
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Jimmy J Chen & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	1582 Centre Pointe Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Milpitas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	95035
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4084358828
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JIMMY J CHEN
ReturnHeader/ReturnTs	0	2015-10-15T18:03:09-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-12-01
ReturnHeader/TaxPeriodEndDt	0	2014-11-30
ReturnHeader/TaxYr	0	2013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $508,688
Liabilities: $518
Net assets: $508,170
Revenue: $182,986
Expenses: $42,328
Net income: $140,658

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$2.25	$0.00	$2.25	$0.02	$0.70	$0.67
2023Detailed filing. Detailed filing data is available for this year.	$2.95	$0.02	$2.93	$0.21	$0.59	$0.38
2022Detailed filing. Detailed filing data is available for this year.	$3.31	$0.00	$3.31	$0.11	$0.26	$0.15
2021Detailed filing. Detailed filing data is available for this year.	$3.46	$0.00	$3.46	$0.20	$0.29	$0.09
2020Detailed filing. Detailed filing data is available for this year.	$3.54	$0.00	$3.54	$0.20	$0.23	$0.03
2019Detailed filing. Detailed filing data is available for this year.	$3.57	$0.00	$3.57	$0.25	$0.35	$0.10
2018Detailed filing. Detailed filing data is available for this year.	$3.69	$0.02	$3.67	$0.21	$0.44	$0.22
2017Detailed filing. Detailed filing data is available for this year.	$3.89	$0.00	$3.89	$0.17	$0.32	$0.15
2014Detailed filing. Detailed filing data is available for this year.	$5.09	$0.01	$5.08	$1.83	$0.42	$1.41
2013Detailed filing. Detailed filing data is available for this year.	$3.71	$0.03	$3.68		$0.67
2012Detailed filing. Detailed filing data is available for this year.	$3.18	$0.01	$3.17		$0.45