Civic Intelligence

Cheng Wu Foundation

990PF • Fiscal year 2016 • EIN 38-7114390

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profile
303 Kimball RoadCarlisle, MA 01741

(978) 501-0635

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

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

Liabilities / Revenue

25th percentile

0.00x

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

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

Net Margin

13th percentile

-43%

Higher net margin than 13% 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

37th percentile

-1.7%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

81st percentile

27%

Faster revenue growth than 81% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,291,742

Down $39,332 (-1.7%) from 2015

Net Assets

$2,291,742

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin13th percentile

Revenue

Up

$90,087

Up $18,958 (+27%) from 2015

Expenses

Down

$129,034

Down $23,845 (-16%) from 2015

Net Income

Up

-$38,947

Up $42,803 (+52%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $2,414,237Liabilities 2014: $02014Assets 2015: $2,331,074Liabilities 2015: $02015Assets 2016: $2,291,742Liabilities 2016: $0Net Assets 2016: $2,291,7422016Assets 2017: $2,380,034Liabilities 2017: $0Net Assets 2017: $2,380,0342017Assets 2018: $2,211,991Liabilities 2018: $0Net Assets 2018: $2,211,9912018Assets 2019: $2,525,023Liabilities 2019: $1Net Assets 2019: $2,525,0232019Assets 2020: $2,914,992Liabilities 2020: $1Net Assets 2020: $2,914,9922020Assets 2021: $2,838,868Liabilities 2021: $1Net Assets 2021: $2,838,8672021Assets 2022: $2,976,377Liabilities 2022: $1Net Assets 2022: $2,976,3772022Assets 2023: $3,230,412Liabilities 2023: $12023Assets 2024: $3,057,321Liabilities 2024: $0Net Assets 2024: $3,057,3212024

Highlighted filing

2016

Assets$2,291,742
Liabilities$0
Net Assets$2,291,742
Open 2016 Filing

Operations Trend

Revenue Growth81st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $2,439,161Expenses 2014: $25,000Net Income 2014: $2,414,1612014Revenue 2015: $71,129Expenses 2015: $152,879Net Income 2015: -$81,7502015Revenue 2016: $90,087Expenses 2016: $129,034Net Income 2016: -$38,9472016Revenue 2017: $262,974Expenses 2017: $173,615Net Income 2017: $89,3592017Revenue 2018: $70,734Expenses 2018: $239,771Net Income 2018: -$169,0372018Revenue 2019: $528,842Expenses 2019: $211,589Net Income 2019: $317,2532019Revenue 2020: $708,515Expenses 2020: $317,819Net Income 2020: $390,6962020Revenue 2021: $184,113Expenses 2021: $259,870Net Income 2021: -$75,7572021Revenue 2022: $332,322Expenses 2022: $198,277Net Income 2022: $134,0452022Revenue 2023: $484,532Expenses 2023: $229,389Net Income 2023: $255,1432023Revenue 2024: $367,239Expenses 2024: $349,506Net Income 2024: $17,7332024

Highlighted filing

2016

Revenue$90,087
Expenses$129,034
Net Income-$38,947
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHIN-CHENG WUTrusteePT$0--
YULIN JENNY OLLIVERTrustee-$0--
CHRISTOPHER WUTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Cheng Wu Foundation
EIN
38-7114390
In Care Of
% CHIN-CHENG WU
Phone
9785010635
Address
303 Kimball Road, Carlisle, MA 01741

Signing Officer

Name
Chin-cheng Wu
Title
Trustee
Phone
6172273333
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrownpc
Address
155 SEAPORT BOULEVARD, BOSTON, MA 02210
Preparer
Thomas F Walsh
Phone
6172273333
Raw XML Appendix344 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/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Carlisle
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001741
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CHIN-CHENG WU
IRS990PF/StatementsRegardingActyGrp/PhoneNum06172273333
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CHIN-CHENG WU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt018000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Educational Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Charitable and scientific purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GS Philanthropy Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Indiana University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Accelerated Cure Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 15203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2460 Totten Pond Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Albany
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Bloomington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Waltham
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0122125203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd147402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd202451
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0120000
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/AppliedToCurrentYearAmt0111953
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0111953
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07376
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt025000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt040423
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08047
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07376
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt025000
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0120000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08047
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt040423
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt032376
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Cheng Wu
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0303 Kimball Road
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Carlisle
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd001741
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt08288
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt010791
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt118067
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Publicly Traded Securities
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1Publicly Traded Securities
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-10-18
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12016-05-12
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0US EQUITY - RECEIVABLE
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0385
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DIVIDEND ADJ
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PRIOR YEAR STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05242
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13525
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TAX PREPARATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05242
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt13525
TaxesSchedule/TaxesDetail/Amt0232
TaxesSchedule/TaxesDetail/CategoryTxt0PRIOR YR FED OVERPAYMENT
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0232
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHIN-CHENG WU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06172273333
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Cheng Wu Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CHEN
ReturnHeader/Filer/EIN0387114390
ReturnHeader/Filer/InCareOfNm0% CHIN-CHENG WU
ReturnHeader/Filer/PhoneNum09785010635
ReturnHeader/Filer/USAddress/AddressLine1Txt0303 Kimball Road
ReturnHeader/Filer/USAddress/CityNm0Carlisle
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001741
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01A1E11B35FFC1D68BA50FF4F9FC4C181F696068A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C703E335DB2F75386DC394063F78DD3EAAEE2FF3
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId022006220171355000225
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.160.145.218
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITHBROWNPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 SEAPORT BOULEVARD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002210
ReturnHeader/PreparerPersonGrp/PhoneNum06172273333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas F Walsh
ReturnHeader/ReturnTs02017-05-15T16:17:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,291,742
Liabilities
$0
Net assets
$2,291,742
Revenue
$90,087
Expenses
$129,034
Net income
-$38,947
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$0.00$3.06$0.37$0.35$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$0.00$0.48$0.23$0.26
2022Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.33$0.20$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.00$2.84$0.18$0.26$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.71$0.32$0.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.00$2.53$0.53$0.21$0.32
2018Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.07$0.24$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.38$0.00$2.38$0.26$0.17$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.09$0.13$0.04
2015Summary only. Only limited summary data is available for this year.$2.33$0.00$0.07$0.15$0.08
2014Summary only. Only limited summary data is available for this year.$2.41$0.00$2.44$0.03$2.41