Civic Intelligence

Wisteria Foundation

990PF • Fiscal year 2013 • EIN 45-4008334

Nov 01, 2012 to Oct 31, 2013 • Filed on Jun 03, 2014

975 Stanley Way94303
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

98th percentile

390%

Faster asset growth than 98% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$239,197

Up $190,365 (+390%) from 2012

Net Assets

Up

$239,197

Up $190,365 (+390%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$11,892

Down $5,470 (-32%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $48,832Liabilities 2012: $0Net Assets 2012: $48,8322012Assets 2013: $239,197Liabilities 2013: $0Net Assets 2013: $239,1972013Assets 2014: $515,054Liabilities 2014: $0Net Assets 2014: $515,0542014Assets 2015: $575,333Liabilities 2015: $0Net Assets 2015: $575,3332015Assets 2018: $1,118,454Liabilities 2018: $4,519Net Assets 2018: $1,113,9352018Assets 2019: $1,092,573Liabilities 2019: $0Net Assets 2019: $1,092,5732019Assets 2020: $1,287,991Liabilities 2020: $0Net Assets 2020: $1,287,9912020Assets 2021: $1,167,866Liabilities 2021: $0Net Assets 2021: $1,167,8662021Assets 2022: $1,155,967Liabilities 2022: $0Net Assets 2022: $1,155,9672022Assets 2023: $1,101,681Liabilities 2023: $0Net Assets 2023: $1,101,6812023Assets 2024: $1,143,291Liabilities 2024: $0Net Assets 2024: $1,143,2912024Assets 2025: $1,107,143Liabilities 2025: $1Net Assets 2025: $1,107,1422025

Highlighted filing

2013

Assets$239,197
Liabilities$0
Net Assets$239,197

Operations Trend

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

$400K$200K$0-$200KExpenses 2012: $17,3622012Expenses 2013: $11,8922013Revenue 2014: $293,902Expenses 2014: $18,045Net Income 2014: $275,8572014Revenue 2015: $73,717Expenses 2015: $13,438Net Income 2015: $60,2792015Revenue 2018: $15,445Expenses 2018: $21,207Net Income 2018: -$5,7622018Revenue 2019: $56,537Expenses 2019: $77,899Net Income 2019: -$21,3622019Revenue 2020: $234,631Expenses 2020: $39,213Net Income 2020: $195,4182020Revenue 2021: $26,266Expenses 2021: $146,391Net Income 2021: -$120,1252021Revenue 2022: $61,973Expenses 2022: $73,872Net Income 2022: -$11,8992022Revenue 2023: $28,325Expenses 2023: $82,611Net Income 2023: -$54,2862023Revenue 2024: $127,936Expenses 2024: $86,326Net Income 2024: $41,6102024Revenue 2025: $62,937Expenses 2025: $99,086Net Income 2025: -$36,1492025

Highlighted filing

2013

Revenue-
Expenses$11,892
Net Income-
Jump To
Filing Snapshot
Filing Period
Nov 1, 2012 to Oct 31, 2013
Signed
Jun 3, 2014
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUA AICFO-$0--
XIN LIUPresident & CEO-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITY501(C)MILBRAE, CA, US$350
Filing and Contact Details

Filer

EIN
45-4008334
Raw XML Appendix294 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.

Path#Value
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DepreciationSchedule/Depreciation/ComputationMethod091
DepreciationSchedule/Depreciation/ComputationMethod191
DepreciationSchedule/Depreciation/ComputationMethod291
DepreciationSchedule/Depreciation/CostOrOtherBasis06549
DepreciationSchedule/Depreciation/CostOrOtherBasis1420
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DepreciationSchedule/Depreciation/CurrentYearExpense0546
DepreciationSchedule/Depreciation/CurrentYearExpense1140
DepreciationSchedule/Depreciation/CurrentYearExpense2270
DepreciationSchedule/Depreciation/DateAcquired02013-05-24
DepreciationSchedule/Depreciation/DateAcquired12012-02-27
DepreciationSchedule/Depreciation/DateAcquired22012-04-18
DepreciationSchedule/Depreciation/DescriptionOfProperty0EQUIPMENT
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IRS990PF/BalanceSheets/AccumDeprecLandBldgAndEquip01314
IRS990PF/BalanceSheets/CapitalStockBOY066100
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IRS990PF/BalanceSheets/CashEOY08308
IRS990PF/BalanceSheets/CashEOYFMV08308
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0183766
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IRS990PF/BalanceSheets/LandBuildingAndEquipmentBasis07780
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IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY0-17268
IRS990PF/BalanceSheets/RetainedEarningsEOY0-26903
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue040
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0261683
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0230262
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0122637
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0107625
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable03454
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn011340
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0226808
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0230262
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition02.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition12.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0HUA AI
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0CFO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1President & CEO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10975 STANLEY WAY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11975 STANLEY WAY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0PALO ALTO
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode094303
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode194303
IRS990PF/PrivateOperatingFoundations/DateOfRuling02011-11-15
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/CurrentYear00
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Total094
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year1094
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Total080
IRS990PF/PrivateOperatingFoundations/Percent85OfLessor/Year1080
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IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Total035472
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IRS990PF/PrivateOperatingFoundations/Section4942j30X
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IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Year101475
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions017106
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets06549
IRS990PF/QualifyingDistributions/ExpensesAndContributions010557
IRS990PF/QualifyingDistributions/QualifyingDistributions017106
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10XIN LIU
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber04082158246
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10975 STANLEY WAY
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0PALO ALTO
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode094303
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0true
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
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IRS990PF/SummaryOfDirectCharitableActy/Description10NO ACTIVITY YET.
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IRS990PF/SupplementaryInformation/ContributingManager0HUA AI
IRS990PF/SupplementaryInformation/ContributingManager1XIN LIU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0350
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0501(C)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0PEKING UNIVERSITY EDUCATION FOUNDAT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10510 BROADWAY SUITE 300
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode094030
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
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IRS990ScheduleB/ContributorInfo/AggregateContributions0200000
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IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0CA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode094303
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0XIN LIU HUA AI
IRS990ScheduleB/ContributorInfo/ContributorNumber01
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
LandEtcSchedule2/LandEtc/AccumulatedDepreciation01314
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LandEtcSchedule2/LandEtc/CategoryOrItem0Machinery and Equipment
LandEtcSchedule2/LandEtc/CostOrOtherBasis07780
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OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome220
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome3686
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome49184
OtherExpensesSchedule/OtherExpenses/Description0SUPPLIES
OtherExpensesSchedule/OtherExpenses/Description1POSTAGE
OtherExpensesSchedule/OtherExpenses/Description2LICENSES AND FEES
OtherExpensesSchedule/OtherExpenses/Description3INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpenses/Description4AUTO EXPENSE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps056
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps19
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps220
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps3686
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OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks19
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks220
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks3686
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks49184
TaxesSchedule/Taxes/AdjustedNetIncome02
TaxesSchedule/Taxes/AdjustedNetIncome110
TaxesSchedule/Taxes/AdjustedNetIncome225
TaxesSchedule/Taxes/Amount02
TaxesSchedule/Taxes/Amount110
TaxesSchedule/Taxes/Amount225
TaxesSchedule/Taxes/Category0IRS
TaxesSchedule/Taxes/Category1FTB
TaxesSchedule/Taxes/Category2ATTORNEY GENERAL
TaxesSchedule/Taxes/DisbursementsCharitablePrps02
TaxesSchedule/Taxes/DisbursementsCharitablePrps110
TaxesSchedule/Taxes/DisbursementsCharitablePrps225
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0454008334
ReturnHeader/Filer/Name/BusinessNameLine10WISTERIA FOUNDATION
ReturnHeader/Filer/NameControl0WIST
ReturnHeader/Filer/Phone04082158246
ReturnHeader/Filer/USAddress/AddressLine10975 STANLEY WAY
ReturnHeader/Filer/USAddress/City0PALO ALTO
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094303
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-06-03
ReturnHeader/Officer/Name0XIN LIU
ReturnHeader/Officer/Title0President & CEO
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Jimmy J Chen & Associates Inc
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101582 Centre Pointe Drive
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Milpitas
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode095035
ReturnHeader/Preparer/Name0JIMMY J CHEN
ReturnHeader/Preparer/Phone04084358828
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-11-01
ReturnHeader/TaxPeriodEndDate02013-10-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-06-03T10:12:56-07:00

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