Civic Intelligence

The Chen Foundation Inc

990PF • Fiscal year 2023 • EIN 31-1534235

Jan 01, 2023 to Dec 31, 2023 • Filed on May 10, 2024

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

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

49th percentile

0.04x

Higher debt load relative to revenue than 49% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

62nd percentile

11%

Higher net margin than 62% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

42nd percentile

0.2%

Faster asset growth than 42% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-90%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$4,726,892

Up $10,246 (+0.2%) from 2022

Net Assets

Up

$4,723,292

Up $10,246 (+0.2%) from 2022

Liabilities

Flat

$3,600

Flat from 2022

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin62nd percentile

Revenue

Down

$97,157

Down $918,660 (-90%) from 2022

Expenses

Down

$86,911

Down $381,467 (-81%) from 2022

Net Income

Down

$10,246

Down $537,193 (-98%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2023

Assets$4,726,892
Liabilities$3,600
Net Assets$4,723,292
Open 2023 Filing

Operations Trend

Revenue Growth2nd 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

2023

Revenue$97,157
Expenses$86,911
Net Income$10,246
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 10, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th 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
5684 HAMMOCK ISLES DRIVE, Naples, FL 34119

Signing Officer

Name
Mary S Chen
Title
Director
Phone
3013794434
Signed
2024-05-10
Discuss with paid preparer
No

Preparer

Firm
H and R Block
Address
451 HUNGERFORD DR, ROCKVILLE, MD 20850
Preparer
Tai Sung
Phone
8004725625
Raw XML Appendix320 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4PASTOR DAVE GIPSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5RICARDO BORGES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6TRINITY CHURCH OF OHIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7UNIVERSITY OF MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8VOWS TO KEEP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06200 AUTUMN OAKS LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1538 AVELLINO ISLES CIR APT 902
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 64225
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31811 AUGUSTA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4350 HENLEY DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt511708 LONGSHORE WY W
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt629047 LORAIN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71320 S DIXIE HWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO BOX 44
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Naples
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Naples
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Colo Spgs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Naples
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Naples
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Naples
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6North Olmsted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Coconut Grove
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Richwood
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd034119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd134119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280962
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd334113
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd434104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd534119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd644070
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd733146
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd843344
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt052550
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/AppliedToPriorYearsAmt0101737
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt086796
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt099010
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052550
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0101737
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0101737
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt099010
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0188533
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt05091
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0FURNITURE AND EQUIPMENT
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt05091
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015399
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt015490
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVSORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt015490
TaxesSchedule/TaxesDetail/Amt0497
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Mary S Chen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03013794434
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-10
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/IRSResponsiblePrtyInfoCurrInd0true
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/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tai Sung
ReturnHeader/ReturnTs02024-05-15T05:05:05Z
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Mary
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Chen
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,726,892
Liabilities
$3,600
Net assets
$4,723,292
Revenue
$97,157
Expenses
$86,911
Net income
$10,246
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
2023Detailed filing. Detailed filing data is available for this year.$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