Civic Intelligence

F Y Chang Foundation

990PF • Fiscal year 2016 • EIN 38-3383222

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

Organization Profile
1743 22nd Street NWWashington, DC 20008

(301) 299-4197

Siviq Scores

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

Liabilities / Assets

45th percentile

0.03x

Higher debt load relative to assets than 45% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

49th percentile

0.07x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

77th percentile

19%

Higher net margin than 77% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

75th percentile

10.0%

Faster asset growth than 75% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

2071%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$1,768,553

Up $160,276 (+10.0%) from 2015

Net Assets

Up

$1,714,739

Up $147,254 (+9.4%) from 2015

Liabilities

Up

$53,814

Up $13,022 (+32%) from 2015

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin77th percentile

Revenue

Up

$781,726

Up $745,719 (+2071%) from 2015

Expenses

Up

$634,472

Up $50,357 (+8.6%) from 2015

Net Income

Up

$147,254

Up $695,362 (+127%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,954,948Liabilities 2011: $60,0172011Assets 2012: $2,099,479Liabilities 2012: $399,2682012Assets 2013: $2,273,678Liabilities 2013: $58,806Net Assets 2013: $2,214,8722013Assets 2014: $2,196,670Liabilities 2014: $81,077Net Assets 2014: $2,115,5932014Assets 2015: $1,608,277Liabilities 2015: $40,792Net Assets 2015: $1,567,4852015Assets 2016: $1,768,553Liabilities 2016: $53,814Net Assets 2016: $1,714,7392016Assets 2017: $1,650,408Liabilities 2017: $66,137Net Assets 2017: $1,584,2712017Assets 2018: $1,665,629Liabilities 2018: $56,002Net Assets 2018: $1,609,6272018Assets 2019: $1,471,511Liabilities 2019: $49,202Net Assets 2019: $1,422,3092019Assets 2020: $1,633,889Liabilities 2020: $100,0522020Assets 2021: $1,730,916Liabilities 2021: $50,144Net Assets 2021: $1,680,7722021Assets 2022: $1,710,960Liabilities 2022: $46,8792022Assets 2023: $1,761,114Liabilities 2023: $48,1192023Assets 2024: $1,588,067Liabilities 2024: $48,629Net Assets 2024: $1,539,4382024

Highlighted filing

2016

Assets$1,768,553
Liabilities$53,814
Net Assets$1,714,739
Open 2016 Filing

Operations Trend

Revenue Growth99th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $715,438Expenses 2011: $810,901Net Income 2011: -$95,4632011Revenue 2012: $659,624Expenses 2012: $854,344Net Income 2012: -$194,7202012Revenue 2013: $1,296,115Expenses 2013: $781,454Net Income 2013: $514,6612013Revenue 2014: $449,706Expenses 2014: $548,985Net Income 2014: -$99,2792014Revenue 2015: $36,007Expenses 2015: $584,115Net Income 2015: -$548,1082015Revenue 2016: $781,726Expenses 2016: $634,472Net Income 2016: $147,2542016Revenue 2017: $573,089Expenses 2017: $703,564Net Income 2017: -$130,4752017Revenue 2018: $651,166Expenses 2018: $625,762Net Income 2018: $25,4042018Revenue 2019: $542,463Expenses 2019: $729,588Net Income 2019: -$187,1252019Revenue 2020: $517,228Expenses 2020: $405,427Net Income 2020: $111,8012020Revenue 2021: $587,112Expenses 2021: $440,120Net Income 2021: $146,9922021Revenue 2022: $741,499Expenses 2022: $757,695Net Income 2022: -$16,1962022Revenue 2023: $680,605Expenses 2023: $631,691Net Income 2023: $48,9142023Revenue 2024: $677,157Expenses 2024: $851,169Net Income 2024: -$174,0122024

Highlighted filing

2016

Revenue$781,726
Expenses$634,472
Net Income$147,254
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julia Chang BlochPresidentFT$0--
Samuel ChangVice President-$0--
Rhonda ChangVice President-$0--
Stuart M BlochTreasurer-$0--
Laurie S SizeSecretary-$0--
Dale FullerVice President-$0--
Filing and Contact Details

Filer

Filer Name
The FY Chang Foundation
EIN
38-3383222
Address
1743 22nd Street NW, Washington, DC 20008

Signing Officer

Name
Julia Chang Bloch
Title
Treasurer
Phone
3012994197
Signed
2017-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Bechanan & Company LLC
Address
22226 Creekview Drive, Gaithersburg, MD 20882
Preparer
Nancy Bechanan
Phone
3018693747
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Form 990PF-General Explanation Attachment 1
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1Form 990PF-General Explanation Attachment 2
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc3Form 990PF-General Explanation Attachment 4
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Part IX-A: DRL GrantsDRL Grants - Grants provided to (1) Organize and carry out the Fulbright Conference on 30 Years of Sino-US Relations: Looking forward at the Central Party School in Bejing, (2) Establish a Media Education Consortium to connect top journalism schools and enable them to leverage resources to enrich curricula and exchange ideas and (3) Build support for religious pluralism and freedom among Chinese scholars, equipping them to be voices for change in support of religious freedom, and building an institutional framework in support of religious freedom.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1Part IX-A: Ford CPS ElectionsThis program is used to support a delegation from the China Central Party School to visit the United States to learn about the 2016 Presidential election process and its implications for United States - China relations.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt2Part IX-A: Embassy 2016 Data JournalismTo promote accountable and transparent governance by supporting current and next generation Chinese journalists and media practitioners to use open data and apply new digital tools to report the news, enabling citizens to access accurate and relevant information that will help them exercise their rights and demands for accountability and transparency.
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt3Part IX-A: CLAS FORDThe Chinese Leaders in American Studies (CLAS) program aims to nurture the next generation of Chinese academics in American Studies to imrpove the depth and sophistication of their teaching and study of the United States.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-4
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0153121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1103000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22194
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt319685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt440994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt64667
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt72565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt83975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt104708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20189
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Janus Alpha Global Real Estate
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Lord Abbett Short Duration Inc Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Mainstay Short Duration High Yield
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Potash Corp Sask Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Vaneck Vectors ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5EPR Properties
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Fifth Third Bancrp
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Goldman Sachs Group
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8PS Business Parks
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9SCE Trust V Cuml Ser K
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10Zions Bancorp Dep Ser
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11Affiliated Managers Group
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12Allstate Corp Ser E
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13Digital Realty Trust
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14GMAC Capital Trust
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15ING Groep N V
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16PS Business Parks
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17Raymond James Financial
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18Telephone & Data Systems
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19US Bancorp Del Ser
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20Wells Fargo & Co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21National Retail Properties
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22Royal Bank of Scotland
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122016-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132016-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142016-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152016-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162016-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172016-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182016-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192016-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202016-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212016-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222016-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-45056
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-173
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0147254
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01714739
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01567485
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01714739
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0100569
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0100569
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0100569
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0102112
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01543
IRS990PF/DistributableAmountGrp/TotalTaxAmt01543
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0457
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01543
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0457
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01543
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01543
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02000
IRS990PF/FMVAssetsEOYAmt02307767
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt040792
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt053814
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt04500
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt04500
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt04500
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt04500
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0132477
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt043830
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt043830
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0238177
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0783954
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0611490
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0839888
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0874935
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01586613
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt012654
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt019269
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01397
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt06615
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt06615
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0391838
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt054719
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt054719
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedBOYAmt0226970
IRS990PF/Form990PFBalanceSheetsGrp/TemporarilyRestrictedEOYAmt0281330
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01608277
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01768553
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02307767
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt040792
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt053814
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01608277
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01768553
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01567485
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01714739
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01340515
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01433409
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02140793
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0311432
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01818246
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt098549
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt011115
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0102112
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02042244
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02140793
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Julia Chang Bloch
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Samuel Chang

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,768,553
Liabilities
$53,814
Net assets
$1,714,739
Revenue
$781,726
Expenses
$634,472
Net income
$147,254
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.05$1.54$0.68$0.85$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$0.05$0.68$0.63$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.05$0.74$0.76$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.05$1.68$0.59$0.44$0.15
2020Summary only. Only limited summary data is available for this year.$1.63$0.10$0.52$0.41$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.05$1.42$0.54$0.73$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.06$1.61$0.65$0.63$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.65$0.07$1.58$0.57$0.70$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.77$0.05$1.71$0.78$0.63$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.61$0.04$1.57$0.04$0.58$0.55
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.08$2.12$0.45$0.55$0.10
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.27$0.06$2.21$1.30$0.78$0.51
2012Summary only. Only limited summary data is available for this year.$2.10$0.40$0.66$0.85$0.19
2011Summary only. Only limited summary data is available for this year.$1.95$0.06$0.72$0.81$0.10