Civic Intelligence

Napa Tree Foundation

990PF • Fiscal year 2017 • EIN 27-4330507

Dec 01, 2016 to Nov 30, 2017 • Filed on Aug 27, 2018

Organization Profile
381 Carolina LnPalo Alto, CA 94306

(408) 480-4184

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

6th percentile

-90%

Higher net margin than 6% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

29th percentile

-8.5%

Faster asset growth than 29% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2014 to 2017

Revenue Growth

8th percentile

-55%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2014 to 2017

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$389,468

Down $119,220 (-23%) from 2014

Net Assets

Down

$389,468

Down $118,702 (-23%) from 2014

Liabilities

Down

$0

Down $518 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin6th percentile

Revenue

Down

$16,861

Down $166,125 (-91%) from 2014

Expenses

Down

$32,111

Down $10,217 (-24%) from 2014

Net Income

Down

-$15,250

Down $155,908 (-111%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$600K$400K$200K$0-$200KAssets 2012: $317,803Liabilities 2012: $896Net Assets 2012: $316,9072012Assets 2013: $370,695Liabilities 2013: $3,183Net Assets 2013: $367,5122013Assets 2014: $508,688Liabilities 2014: $518Net Assets 2014: $508,1702014Assets 2017: $389,468Liabilities 2017: $0Net Assets 2017: $389,4682017Assets 2018: $368,892Liabilities 2018: $1,887Net Assets 2018: $367,0052018Assets 2019: $356,875Liabilities 2019: $0Net Assets 2019: $356,8752019Assets 2020: $354,151Liabilities 2020: $0Net Assets 2020: $354,1512020Assets 2021: $345,529Liabilities 2021: $0Net Assets 2021: $345,5292021Assets 2022: $330,790Liabilities 2022: $0Net Assets 2022: $330,7902022Assets 2023: $294,844Liabilities 2023: $2,150Net Assets 2023: $292,6942023Assets 2024: $225,249Liabilities 2024: -$39Net Assets 2024: $225,2882024

Highlighted filing

2017

Assets$389,468
Liabilities$0
Net Assets$389,468
Open 2017 Filing

Operations Trend

Revenue Growth8th percentile

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

$200K$100K$0-$100KExpenses 2012: $44,5742012Expenses 2013: $67,0782013Revenue 2014: $182,986Expenses 2014: $42,328Net Income 2014: $140,6582014Revenue 2017: $16,861Expenses 2017: $32,111Net Income 2017: -$15,2502017Revenue 2018: $21,300Expenses 2018: $43,763Net Income 2018: -$22,4632018Revenue 2019: $25,165Expenses 2019: $35,295Net Income 2019: -$10,1302019Revenue 2020: $20,400Expenses 2020: $23,124Net Income 2020: -$2,7242020Revenue 2021: $20,050Expenses 2021: $28,672Net Income 2021: -$8,6222021Revenue 2022: $10,965Expenses 2022: $25,704Net Income 2022: -$14,7392022Revenue 2023: $20,612Expenses 2023: $58,708Net Income 2023: -$38,0962023Revenue 2024: $2,146Expenses 2024: $69,552Net Income 2024: -$67,4062024

Highlighted filing

2017

Revenue$16,861
Expenses$32,111
Net Income-$15,250
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Aug 27, 2018
Return Version
2016v3.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
HONGWU CHIPresident & CEO-$0--
LEI ZHANGCFO-$0--
Filing and Contact Details

Filer

Filer Name
Napa Tree Foundation
EIN
27-4330507
Phone
4084804184
Address
381 CAROLINA LN, PALO ALTO, CA 94306

Signing Officer

Name
Lei Zhang
Title
CFO
Signed
2018-08-27
Discuss with paid preparer
Yes

Preparer

Firm
Win Tax Services Inc
Address
1899 Concourse Dr, San Jose, CA 95131
Preparer
Wenhong Xu
Phone
4086093068
Raw XML Appendix298 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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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0125081
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt112000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0125081
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt112000
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt053
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1107
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2190
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt360
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt438
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1DUES AND SUBSCRIPTIONS EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFCIE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PARKING & TOLL EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5SUPPLIES EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt053
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1107
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2190
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt360
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt438
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07587
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt053
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1107
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2190
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt360
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt47587
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt538
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0361
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0361
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt012536
TaxesSchedule/TaxesDetail/Amt012536
TaxesSchedule/TaxesDetail/CategoryTxt0FTB INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt012536
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEI ZHANG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NAPA TREE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NAPA
ReturnHeader/Filer/EIN0274330507
ReturnHeader/Filer/PhoneNum04084804184
ReturnHeader/Filer/USAddress/AddressLine1Txt0381 CAROLINA LN
ReturnHeader/Filer/USAddress/CityNm0PALO ALTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094306
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Win Tax Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01899 Concourse Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Jose
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095131
ReturnHeader/PreparerPersonGrp/PhoneNum04086093068
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WENHONG XU
ReturnHeader/ReturnTs02018-08-27T23:19:39-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$389,468
Liabilities
$0
Net assets
$389,468
Revenue
$16,861
Expenses
$32,111
Net income
-$15,250
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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