Civic Intelligence

The Chen Foundation Inc

990PF • Fiscal year 2017 • EIN 31-1534235

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization Profile
5142 Kensington High StreetNaples, FL 34105

(301) 379-4434

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

2nd percentile

-268%

Higher net margin than 2% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

18th percentile

-6.7%

Faster asset growth than 18% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-83%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$740,807

Down $52,876 (-6.7%) from 2016

Net Assets

Down

$734,532

Down $52,901 (-6.7%) from 2016

Liabilities

Down

$0

Down $6,250 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin2nd percentile

Revenue

Down

$19,751

Down $97,081 (-83%) from 2016

Expenses

Down

$72,652

Down $6,844 (-8.6%) from 2016

Net Income

Down

-$52,901

Down $90,237 (-242%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$6.0M$4.0M$2.0M$0Assets 2016: $793,683Liabilities 2016: $6,250Net Assets 2016: $787,4332016Assets 2017: $740,807Liabilities 2017: $0Net Assets 2017: $734,5322017Assets 2018: $747,162Liabilities 2018: $0Net Assets 2018: $743,5622018Assets 2019: $828,707Liabilities 2019: $21,263Net Assets 2019: $807,4442019Assets 2020: $771,474Liabilities 2020: $5,600Net Assets 2020: $765,8742020Assets 2021: $4,179,207Liabilities 2021: $13,600Net Assets 2021: $4,165,6072021Assets 2022: $4,716,646Liabilities 2022: $3,600Net Assets 2022: $4,713,0462022Assets 2023: $4,726,892Liabilities 2023: $3,600Net Assets 2023: $4,723,2922023Assets 2024: $4,757,738Liabilities 2024: $78,600Net Assets 2024: $4,679,1382024

Highlighted filing

2017

Assets$740,807
Liabilities$0
Net Assets$734,532
Open 2017 Filing

Operations Trend

Revenue Growth1st percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $116,832Expenses 2016: $79,496Net Income 2016: $37,3362016Revenue 2017: $19,751Expenses 2017: $72,652Net Income 2017: -$52,9012017Revenue 2018: $74,338Expenses 2018: $65,308Net Income 2018: $9,0302018Revenue 2019: $130,126Expenses 2019: $66,244Net Income 2019: $63,8822019Revenue 2020: $21,934Expenses 2020: $63,481Net Income 2020: -$41,5472020Revenue 2021: $3,484,210Expenses 2021: $84,477Net Income 2021: $3,399,7332021Revenue 2022: $1,015,817Expenses 2022: $468,378Net Income 2022: $547,4392022Revenue 2023: $97,157Expenses 2023: $86,911Net Income 2023: $10,2462023Revenue 2024: $118,399Expenses 2024: $162,553Net Income 2024: -$44,1542024

Highlighted filing

2017

Revenue$19,751
Expenses$72,652
Net Income-$52,901
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James F ChenDirector-$0--
Mary S ChenDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Chen Foundation Inc
EIN
31-1534235
Phone
3013794434
Address
5142 KENSINGTON HIGH STREET, Naples, FL 34105

Signing Officer

Name
Mary S Chen
Title
Director
Phone
3013794434
Signed
2018-05-08
Discuss with paid preparer
No

Preparer

Firm
H and R Block
Address
451 HUNGERFORD DR, ROCKVILLE, MD 20850
Preparer
Tai Sung
Phone
3015451988
Raw XML Appendix290 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/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/AppliedToPriorYearsAmt048489
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03711
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt051083
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052200
IRS990PF/UndistributedIncomeGrp/Taxable2Amt043093
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt048489
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt051083
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt046804
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt05091
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0FURNITURE AND EQUIPMENT
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt05091
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05601
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt06275
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0OTHER PAYABLE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09912
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09912
TaxesSchedule/TaxesDetail/Amt02217
TaxesSchedule/TaxesDetail/Amt119
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX ON INVESTMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN INCOME TAX ON INVESTMENTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02217
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt119
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Mary S Chen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03013794434
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CHEN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CHEN
ReturnHeader/Filer/EIN0311534235
ReturnHeader/Filer/PhoneNum03013794434
ReturnHeader/Filer/USAddress/AddressLine1Txt05142 KENSINGTON HIGH STREET
ReturnHeader/Filer/USAddress/CityNm0Naples
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034105
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01BC62885FBC927FBE91780D21E2BF8D50B99937C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01BC62885FBC927FBE91780D21E2BF8D50B99937C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.86.19.62
ReturnHeader/FilingSecurityInformation/IPDt02018-05-11
ReturnHeader/FilingSecurityInformation/IPTm009:30:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522332041
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0451 HUNGERFORD DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020850
ReturnHeader/PreparerPersonGrp/PhoneNum03015451988
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tai Sung
ReturnHeader/ReturnTs02018-05-11T14:13:49Z
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$740,807
Liabilities
$0
Net assets
$734,532
Revenue
$19,751
Expenses
$72,652
Net income
-$52,901
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.76$0.08$4.68$0.12$0.16$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$0.00$4.72$0.10$0.09$0.01
2022Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.71$1.02$0.47$0.55
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.18$0.01$4.17$3.48$0.08$3.40
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.01$0.77$0.02$0.06$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.02$0.81$0.13$0.07$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.74$0.07$0.07$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.73$0.02$0.07$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.79$0.01$0.79$0.12$0.08$0.04