Civic Intelligence

The Chen Foundation Inc

990PF • Fiscal year 2018 • EIN 31-1534235

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

Organization Profile
5684 Hammock Isles DriveNaples, FL 34119

(301) 379-4434

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

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.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

50th percentile

0.9%

Faster asset growth than 50% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

276%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$747,162

Up $6,355 (+0.9%) from 2017

Net Assets

Up

$743,562

Up $9,030 (+1.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin66th percentile

Revenue

Up

$74,338

Up $54,587 (+276%) from 2017

Expenses

Down

$65,308

Down $7,344 (-10%) from 2017

Net Income

Up

$9,030

Up $61,931 (+117%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2018

Assets$747,162
Liabilities$0
Net Assets$743,562
Open 2018 Filing

Operations Trend

Revenue Growth97th 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

2018

Revenue$74,338
Expenses$65,308
Net Income$9,030
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James F ChenDirector-$0--
Mary S ChenDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-GENERAL USEEOFNorth Olmsted, OH, US$15,000
Paid Grant-GENERAL USEEOFMerriam Woods Village, MO, US$10,000
Paid Grant-GENERAL USENCFort Myers, FL, US$5,000
Paid Grant-GENERAL USEEOFNaples, FL, US$4,900
Paid Grant-GENERAL USEEOFNaples, FL, US$2,200
Paid Grant-GENERAL USEEOFFort Myers, FL, US$1,000
Paid Grant-GENERAL USEEOFNaples, FL, US$750
Paid Grant-GENERAL USEEOFColorado Springs, CO, US$185
Paid GrantFIRST BAPTIST CHURCH OF NAPLESGENERAL USEEOFNaples, FL, US$100
Filing and Contact Details

Filer

Filer Name
The Chen Foundation Inc
EIN
31-1534235
Phone
3013794434
Address
5684 HAMMOCK ISLES DRIVE, Naples, FL 34119

Signing Officer

Name
Mary S Chen
Title
Director
Phone
3013794434
Signed
2019-11-11
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 Appendix324 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Mary S Chen
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt62900 LUCINDA COURT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt75025 CASTELLO DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt829047 LORAIN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0PO BOX 1059
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Merriam Woods Village
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Naples
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Colorado Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Naples
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Naples
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Fort Myers
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Fort Myers
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Naples
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8North Olmsted
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd065740
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280921
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd334109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd434109
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd533919
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd633917
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd734103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd844070
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt039135
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/AppliedToPriorYearsAmt046804
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt04279
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt053687
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039135
IRS990PF/UndistributedIncomeGrp/Taxable2Amt046804
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt046804
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt053687
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt051083
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt05091
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0FURNITURE AND EQUIPMENT
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt05091
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012254
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt03600
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0OTHER PAYABLE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010588
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010588
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JAMES AND MARY CHEN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt05684 HAMMOCK ISLES DRIVE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Naples
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd034119
TaxesSchedule/TaxesDetail/Amt0152
TaxesSchedule/TaxesDetail/Amt121
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX ON INVESTMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN INCOME TAX ON INVESTMENTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0152
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt121
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Mary S Chen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03013794434
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CHEN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CHEN
ReturnHeader/Filer/EIN0311534235
ReturnHeader/Filer/PhoneNum03013794434
ReturnHeader/Filer/USAddress/AddressLine1Txt05684 HAMMOCK ISLES DRIVE
ReturnHeader/Filer/USAddress/CityNm0Naples
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034119
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BA009102EF578BE5BDD85E8E23652200A2F7A8BC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BA009102EF578BE5BDD85E8E23652200A2F7A8BC
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId052653320191212570893
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-01
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.86.19.62
ReturnHeader/FilingSecurityInformation/IPDt02019-11-11
ReturnHeader/FilingSecurityInformation/IPTm017:15:07
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/PreparationDt02019-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tai Sung
ReturnHeader/ReturnTs02019-11-11T21:47:25Z
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$747,162
Liabilities
$0
Net assets
$743,562
Revenue
$74,338
Expenses
$65,308
Net income
$9,030
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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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