Civic Intelligence

Wize Foundation

990PF • Fiscal year 2014 • EIN 46-1944676

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 13, 2015

Organization Profile
20820 Canyon View DrSaratoga, CA 95070

(408) 476-0455

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

88th percentile

53%

Faster asset growth than 88% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

51st percentile

1.9%

Faster revenue growth than 51% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$205,126

Up $71,424 (+53%) from 2013

Net Assets

Up

$205,126

Up $71,496 (+54%) from 2013

Liabilities

Down

$0

Down $72 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin90th percentile

Revenue

Up

$155,768

Up $2,927 (+1.9%) from 2013

Expenses

Up

$84,272

Up $65,061 (+339%) from 2013

Net Income

Down

$71,496

Down $62,134 (-46%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $133,702Liabilities 2013: $72Net Assets 2013: $133,6302013Assets 2014: $205,126Liabilities 2014: $0Net Assets 2014: $205,1262014Assets 2015: $386,146Liabilities 2015: $0Net Assets 2015: $386,1462015Assets 2016: $624,033Liabilities 2016: $0Net Assets 2016: $624,0332016Assets 2017: $869,125Liabilities 2017: $0Net Assets 2017: $869,1252017Assets 2018: $1,035,605Liabilities 2018: $0Net Assets 2018: $1,035,6052018Assets 2019: $1,250,790Liabilities 2019: $0Net Assets 2019: $1,250,7902019Assets 2020: $1,643,992Liabilities 2020: $0Net Assets 2020: $1,643,9922020Assets 2021: $2,112,173Liabilities 2021: $0Net Assets 2021: $2,112,1732021Assets 2022: $2,701,538Liabilities 2022: $14,170Net Assets 2022: $2,687,3682022Assets 2023: $3,190,300Liabilities 2023: $21,873Net Assets 2023: $3,168,4272023Assets 2024: $3,445,584Liabilities 2024: $21,873Net Assets 2024: $3,423,7112024

Highlighted filing

2014

Assets$205,126
Liabilities$0
Net Assets$205,126
Open 2014 Filing

Operations Trend

Revenue Growth51st percentile

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

$800K$600K$400K$200K$0Revenue 2013: $152,841Expenses 2013: $19,211Net Income 2013: $133,6302013Revenue 2014: $155,768Expenses 2014: $84,272Net Income 2014: $71,4962014Revenue 2015: $200,750Expenses 2015: $19,730Net Income 2015: $181,0202015Revenue 2016: $256,036Expenses 2016: $18,149Net Income 2016: $237,8872016Revenue 2017: $250,188Expenses 2017: $5,096Net Income 2017: $245,0922017Revenue 2018: $201,759Expenses 2018: $35,279Net Income 2018: $166,4802018Revenue 2019: $250,308Expenses 2019: $35,123Net Income 2019: $215,1852019Revenue 2020: $579,816Expenses 2020: $186,614Net Income 2020: $393,2022020Revenue 2021: $587,370Expenses 2021: $119,189Net Income 2021: $468,1812021Revenue 2022: $688,673Expenses 2022: $113,478Net Income 2022: $575,1952022Revenue 2023: $595,324Expenses 2023: $114,265Net Income 2023: $481,0592023Revenue 2024: $506,779Expenses 2024: $251,495Net Income 2024: $255,2842024

Highlighted filing

2014

Revenue$155,768
Expenses$84,272
Net Income$71,496
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 13, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIE JESSICA HUAICEO-$0--
JINGYING LIUCFO-$0--
JINGYING LIUSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Wize Foundation
EIN
46-1944676
Phone
4084760455
Address
20820 CANYON VIEW DR, SARATOGA, CA 95070

Signing Officer

Name
Jie Jessica Huai
Title
CEO
Signed
2015-07-13
Discuss with paid preparer
Yes

Preparer

Firm
Jimmy J Chen & Associates Inc
Address
1582 Centre Pointe Drive, Milpitas, CA 95035
Preparer
Jimmy J Chen
Phone
4084358828
Raw XML Appendix271 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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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Rental Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt076
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt15827
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt076
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt15827
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt076
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15827
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt030
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt120
TaxesSchedule/TaxesDetail/Amt030
TaxesSchedule/TaxesDetail/Amt120
TaxesSchedule/TaxesDetail/CategoryTxt0IRS EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1SOS FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt030
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt120
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JIE JESSICA HUAI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WIZE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WIZE
ReturnHeader/Filer/EIN0461944676
ReturnHeader/Filer/PhoneNum04084760455
ReturnHeader/Filer/USAddress/AddressLine1Txt020820 CANYON VIEW DR
ReturnHeader/Filer/USAddress/CityNm0SARATOGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095070
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jimmy J Chen & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01582 Centre Pointe Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Milpitas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095035
ReturnHeader/PreparerPersonGrp/PhoneNum04084358828
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JIMMY J CHEN
ReturnHeader/ReturnTs02015-07-13T11:58:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$205,126
Liabilities
$0
Net assets
$205,126
Revenue
$155,768
Expenses
$84,272
Net income
$71,496
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.45$0.02$3.42$0.51$0.25$0.26
2023Detailed filing. Detailed filing data is available for this year.$3.19$0.02$3.17$0.60$0.11$0.48
2022Detailed filing. Detailed filing data is available for this year.$2.70$0.01$2.69$0.69$0.11$0.58
2021Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.59$0.12$0.47
2020Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.58$0.19$0.39
2019Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.25$0.04$0.22
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.20$0.04$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.25$0.01$0.25
2016Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.26$0.02$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.20$0.02$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.16$0.08$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.15$0.02$0.13