Civic Intelligence

Wize Foundation

990PF • Fiscal year 2022 • EIN 46-1944676

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 03, 2023

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

42nd percentile

0.01x

Higher debt load relative to assets than 42% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

44th percentile

0.02x

Higher debt load relative to revenue than 44% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

94th percentile

84%

Higher net margin than 94% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

85th percentile

28%

Faster asset growth than 85% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

66th percentile

17%

Faster revenue growth than 66% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$2,701,538

Up $589,365 (+28%) from 2021

Net Assets

Up

$2,687,368

Up $575,195 (+27%) from 2021

Liabilities

Up

$14,170

Up $14,170 from 2021

Revenue

Up

$688,673

Up $101,303 (+17%) from 2021

Expenses

Down

$113,478

Down $5,711 (-4.8%) from 2021

Net Income

Up

$575,195

Up $107,014 (+23%) from 2021

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

2022

Assets$2,701,538
Liabilities$14,170
Net Assets$2,687,368

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

2022

Revenue$688,673
Expenses$113,478
Net Income$575,195
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 3, 2023
Return Version
2022v5.0
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
2023-10-03
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 470 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/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year2Amt014144
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/Year3Amt0303
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/CurrentYearAmt067618
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/TotalAmt0125919
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year1Amt046022
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year2Amt012022
IRS990PF/PrivateOperatingFoundationsGrp/Pct85LessorAdjIncmOrMinRetGrp/Year3Amt0258
IRS990PF/PrivateOperatingFoundationsGrp/PrivateOperatingFndtnRulingDt02013-01-31
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/CurrentYearAmt045101
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/TotalAmt0955338
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year1Amt0137009
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year2Amt0738110
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistributionsGrp/Year3Amt035118
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/CurrentYearAmt045101
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/TotalAmt0954788
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year1Amt0137009
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year2Amt0738110
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriMadeDrtGrp/Year3Amt034568
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/CurrentYearAmt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/TotalAmt0550
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year1Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year2Amt00
IRS990PF/PrivateOperatingFoundationsGrp/QualifyingDistriNotUsedDrtGrp/Year3Amt0550
IRS990PF/PrivateOperatingFoundationsGrp/Section4942j3Ind0X
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsSect4942j3BiGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TotalSupportGrp/TotalAmt00
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/CurrentYearAmt053033
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/TotalAmt0158934
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year1Amt036095
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year2Amt035709
IRS990PF/PrivateOperatingFoundationsGrp/TwoThirdsMinimumInvstRetGrp/Year3Amt034097
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JIE JESSICA HUAI
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt020820 CANYON VIEW DR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SARATOGA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095070
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04084760455
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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/Description2Txt0RESIDENTIAL BUDDHIST MEDITATION WORK STUDY PROGRAM TEACHING OF THE PROGRAM: BUDDHIST MEDITATION TEACHING TO REDUCE STRESS AND SUFFERING WITHMEDITATION 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 12PARTICIPANTS PROVIDE LIVING SPACES FOR THE PROGRAM PARTICIPANTS, REPAIRS OF EXISTING HOUSES AND ROAD,MAINTAIN TINY HOUSES, YURT TENTS AND RV/TRAILER/CAMPERS PROVIDE FREE FOOD FOR THE STUDENTSEXPENSE SPENT FOR THIS CHARITABLE ACTIVITY:1. TELEPHONE EXPENSE - $31732. MATERIAL EXPENSE - $20663.343. REPAIR AND MAINTAINANCE - $4254. UTILITIES - $4238.815. CLEANING FEE - $750
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt02022 SUMMER YOUTH LEADERSHIP RETREATTHIS IS A ONE WEEK RESIDENTIAL PROGRAM FOR HIGH SCHOOL STUDENTS WITH TRAINING IN LEADERSHIP INCLUDINGMEDITATION.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0328
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt029250
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JIE JESSICA HUAI
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JINGYING LIU
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JIE JESSICA HUAI
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt020820 CANYON VIEW DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SARATOGA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd095070
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0237000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt035835
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt10
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt212227
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt30
LandEtcSchedule2/LandEtcGrp/BookValueAmt0292665
LandEtcSchedule2/LandEtcGrp/BookValueAmt1328500
LandEtcSchedule2/LandEtcGrp/BookValueAmt292573
LandEtcSchedule2/LandEtcGrp/BookValueAmt310000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt014830 STETSON ROAD - BUILDING
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt114830 STETSON ROAD - LAND
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2ROAD PAVEMENT
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt3ROAD PAVEMENT
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0328500
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1328500
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt2104800
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt310000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0328500
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt1328500
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt2104800
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt310000
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2328
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt620663
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt717474
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt8425
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt94239
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10750
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILLING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PROGRAM - SUMMER CAMP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3PROGRAM - BUDDHIST MEDITATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5TELEPHONE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6MATERIAL EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7PROPERTY TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8REPAIR AND MAINTENANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10CLEANING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0171
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt329250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4848
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt53174
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt60

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