Civic Intelligence

The Chen Foundation Inc

990PF • Fiscal year 2019 • EIN 31-1534235

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 03, 2020

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

58th percentile

0.03x

Higher debt load relative to assets than 58% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

77th percentile

0.16x

Higher debt load relative to revenue than 77% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

90th percentile

49%

Higher net margin than 90% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

75%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$828,707

Up $81,545 (+11%) from 2018

Net Assets

Up

$807,444

Up $63,882 (+8.6%) from 2018

Liabilities

Up

$21,263

Up $21,263 from 2018

Revenue

Up

$130,126

Up $55,788 (+75%) from 2018

Expenses

Up

$66,244

Up $936 (+1.4%) from 2018

Net Income

Up

$63,882

Up $54,852 (+607%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$828,707
Liabilities$21,263
Net Assets$807,444

Operations Trend

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

2019

Revenue$130,126
Expenses$66,244
Net Income$63,882
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 3, 2020
Return Version
2019v5.1
Compensation and Service Providers

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
5684 HAMMOCK ISLES DRIVE, Naples, FL 34119

Signing Officer

Name
Mary S Chen
Title
Director
Phone
3013794434
Signed
2020-07-03
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 Appendix371 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/PersonNm0James F Chen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Mary S Chen
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARY S CHEN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL USE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL USE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0A DOOR OF HOPE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1COMMUNITY BIBLE STUDY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2EMU INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3FAITH BIBLE CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4NEW HOPE MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5PICKENS COUNTY CAREER TECHNOLOGIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6SEAGATE BAPTIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7TRINITY CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 3164
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1790 STOUT ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2209 ROBERTS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt36464 IMMOKALEE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt47675 DAVIS BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5990 CHASTAIN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61010 WHIPPOORWILL LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt729047 LORAIN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Pinellas Park
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Colo Spgs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Taylors
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt051083
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02604
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt055363
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt041735
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt055363
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt053687
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt05091
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0FURNITURE AND EQUIPMENT
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt05091
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010894
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010609
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt010609
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/Amt0275
TaxesSchedule/TaxesDetail/Amt121
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX ON INVESTMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN INCOME TAX ON INVESTMENTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0275
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt121
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Mary S Chen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03013794434
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-03
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/AtSubmissionCreationDeviceId0096BAE6B84F513F86BFF15DE3391C214BCF6D437
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0096BAE6B84F513F86BFF15DE3391C214BCF6D437
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId052653320201852219751
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-07-03
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.191.170.53
ReturnHeader/FilingSecurityInformation/IPDt02020-11-11
ReturnHeader/FilingSecurityInformation/IPTm013:15:08
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/PreparationDt02020-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tai Sung
ReturnHeader/ReturnTs02020-11-11T18:59:02Z
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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