Civic Intelligence

Napa Tree Foundation

990PF • Fiscal year 2018 • EIN 27-4330507

Dec 01, 2017 to Nov 30, 2018 • Filed on Jun 21, 2019

381 Carolina LnPalo Alto, CA 94306

(408) 480-4184

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$368,892

Down $20,576 (-5.3%) from 2017

Net Assets

Down

$367,005

Down $22,463 (-5.8%) from 2017

Liabilities

Up

$1,887

Up $1,887 from 2017

Revenue And Expenses

Revenue

Up

$21,300

Up $4,439 (+26%) from 2017

Expenses

Up

$43,763

Up $11,652 (+36%) from 2017

Net Income

Down

-$22,463

Down $7,213 (-47%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$368,892
Liabilities$1,887
Net Assets$367,005

Operations Trend

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

2018

Revenue$21,300
Expenses$43,763
Net Income-$22,463
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Jun 21, 2019
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HONGWU CHIPresident & CEO-$0--
LEI ZHANGCFO-$0--
KEVIN LIDirector-$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
2019-06-21
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 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.

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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt0647
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt13743
LandEtcSchedule2/LandEtcGrp/BookValueAmt097
LandEtcSchedule2/LandEtcGrp/BookValueAmt1414
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0744
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt14157
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt097
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt1414
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LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LAWYER FEE
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt018132
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0125081
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ADVANCE TO FOUNDER
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DEPOSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01718
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1100
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt21
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0117
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt350
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt52025
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt61958
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt7229
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AUTO EXPENSE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MEALS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4PENALTY EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5POSTAGE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7Special Event Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8SUPPLIES EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt028
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1117
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2300
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt311
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt450
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt531
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt62025
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt71958
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt8229
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0104
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt17785
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0132
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1117
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt311
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt450
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt531
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt69810
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt71958
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt8229
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt03300
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BADMINTON TOURNAMENT
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03300
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CR.CARD PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01887
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0800
TaxesSchedule/TaxesDetail/Amt0800
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0FTB
TaxesSchedule/TaxesDetail/CategoryTxt1IRS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0800
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt025
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LEI ZHANG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-21
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/PreparerFirmEIN0830912342
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/ReturnTs02019-06-21T17:03:07-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-12-01
ReturnHeader/TaxPeriodEndDt02018-11-30
ReturnHeader/TaxYr02017

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