Civic Intelligence

Wize Foundation

990PF • Fiscal year 2021 • EIN 46-1944676

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

94th percentile

80%

Higher net margin than 94% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

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.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

81st percentile

28%

Faster asset growth than 81% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

34th percentile

1.3%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$2,112,173

Up $468,181 (+28%) from 2020

Net Assets

Up

$2,112,173

Up $468,181 (+28%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$587,370

Up $7,554 (+1.3%) from 2020

Expenses

Down

$119,189

Down $67,425 (-36%) from 2020

Net Income

Up

$468,181

Up $74,979 (+19%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$2,112,173
Liabilities$0
Net Assets$2,112,173

Operations Trend

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

2021

Revenue$587,370
Expenses$119,189
Net Income$468,181
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIE JESSICA HUAICEOFT$0--
JINGYING LIUCFO-$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
Phone
4084760455
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Eric Zhang & Associates Llp
Address
920 HILLVIEW CT 180, MILPITAS, CA 95035
Preparer
Eric Zhang CPA
Phone
4084358828
Raw XML AppendixShowing 400 of 424 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/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0WEEKLY TEACHING AT OUR CENTERADVANCED TEACHING HELPS BUDDHIST MEDITATION PRACTITIONERS TO DO ADVANCED PRACTICE TO REDUCE AND ERADICATE SUFFERINGS. 4-5 CLASSES PER WEEK.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0BUDDHIST MEDITATION WORK STUDY PROGRAMTEACHING OF THE PROGRAM: BUDDHIST MEDITATION TEACHING TO REDUCE STRESS AND SUFFERING WITH MEDITATION AND SHOWED THE PATH TO THE ULTIMATE HAPPINESS THROUGH ANCIENT MIND TRAINING - MEDITATION.MANAGEMENT THE PROGRAM: PROGRAM PROMOTION, REVIEW APPLICATIONS AND INTERVIEW APPLICANTS, RANGE FROM 4 TO 12 PARTICIPANTSPROVIDE LIVING SPACES FOR THE PROGRAM PARTICIPANTS, REPAIRS OF EXISTING HOUSES AND ROAD, BUILDING NEW TINY HOUSES, PURCHASE YURT TENTS AND RV/TRAILER/CAMPERSPROVIDE FREE FOOD FOR THE STUDENTSEXPENSE SPENT FOR THIS CHARITABLE ACTIVITY:1. INSURANCE EXPENSE - $140.222. MATERIAL EXPENSE - $188373. REPAIR AND MAINTAINANCE - $2754. UTILITIES - $7806.735. CLEANING FEE - $115.03
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt027174
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990ScheduleB/GeneralRuleInd0X
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LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt023890
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt10
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt25240
LandEtcSchedule2/LandEtcGrp/BookValueAmt0304610
LandEtcSchedule2/LandEtcGrp/BookValueAmt1328500
LandEtcSchedule2/LandEtcGrp/BookValueAmt299560
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt014830 STETSON ROAD - BUILDING
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt114830 STETSON ROAD - LAND
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2ROAD PAVEMENT
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LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1328500
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt418837
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt9140
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILLING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2LEGAL AND PROFESSIONAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PROGRAM - BUDDHIST MEDITATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MATERIAL EXPENSE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6REPAIR AND MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8CLEANING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt23475
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt327174
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt90
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt418837
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt530479
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt6275
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt77807
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt8115
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt9140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23475
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt327174
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt418837
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt530479
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt77807
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt9140
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0197
TaxesSchedule/TaxesDetail/Amt0197
TaxesSchedule/TaxesDetail/CategoryTxt0IRS TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0197
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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