Civic Intelligence

The Won Family Foundation

990PF • Fiscal year 2021 • EIN 61-1577710

Jan 01, 2021 to Dec 31, 2021 • Filed on May 04, 2022

720 Riverchase Parkway WestBirmingham, AL 35244

(205) 967-9744

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

85th percentile

52%

Higher net margin than 85% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

51st percentile

7.1%

Faster asset growth than 51% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

34th percentile

-0.0%

Faster revenue growth than 34% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$810,315

Up $53,884 (+7.1%) from 2020

Net Assets

Up

$810,315

Up $53,884 (+7.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$104,503

Down $33 (-0.0%) from 2020

Expenses

Up

$50,619

Up $27,432 (+118%) from 2020

Net Income

Down

$53,884

Down $27,465 (-34%) from 2020

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $155,000Liabilities 2011: $02011Assets 2012: $258,960Liabilities 2012: $02012Assets 2013: $376,448Liabilities 2013: $02013Assets 2014: $358,254Liabilities 2014: $02014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $464,646Liabilities 2016: $0Net Assets 2016: $464,6462016Assets 2017: $440,774Liabilities 2017: $0Net Assets 2017: $440,7742017Assets 2018: $560,084Liabilities 2018: $0Net Assets 2018: $560,0842018Assets 2019: $675,082Liabilities 2019: $0Net Assets 2019: $675,0822019Assets 2020: $756,431Liabilities 2020: $0Net Assets 2020: $756,4312020Assets 2021: $810,315Liabilities 2021: $0Net Assets 2021: $810,3152021Assets 2022: $921,755Liabilities 2022: $12022Assets 2023: $882,730Liabilities 2023: $12023

Highlighted filing

2021

Assets$810,315
Liabilities$0
Net Assets$810,315

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $155,000Expenses 2011: $0Net Income 2011: $155,0002011Revenue 2012: $120,000Expenses 2012: $16,040Net Income 2012: $103,9602012Revenue 2013: $140,000Expenses 2013: $22,512Net Income 2013: $117,4882013Revenue 2014: $19Expenses 2014: $18,213Net Income 2014: -$18,1942014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $60,244Expenses 2016: $29,997Net Income 2016: $30,2472016Revenue 2017: $7,205Expenses 2017: $31,077Net Income 2017: -$23,8722017Revenue 2018: $156,154Expenses 2018: $36,844Net Income 2018: $119,3102018Revenue 2019: $146,330Expenses 2019: $31,332Net Income 2019: $114,9982019Revenue 2020: $104,536Expenses 2020: $23,187Net Income 2020: $81,3492020Revenue 2021: $104,503Expenses 2021: $50,619Net Income 2021: $53,8842021Revenue 2022: $131,998Expenses 2022: $20,558Net Income 2022: $111,4402022Revenue 2023: $55,580Expenses 2023: $94,605Net Income 2023: -$39,0252023

Highlighted filing

2021

Revenue$104,503
Expenses$50,619
Net Income$53,884
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 4, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
YUE LAN CHENPresident-$0--
GIN SHEN CHENSecretary-$0--
GIN HSING CHENTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Won Foundation Inc
EIN
61-1577710
Phone
2059679744
Address
720 RIVERCHASE PARKWAY WEST, BIRMINGHAM, AL 35244

Signing Officer

Name
Yue Lan Chen
Title
President
Phone
2059679744
Signed
2022-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Horton Lee Burnett Et Al Pc
Address
3800 COLONNADE PKWY SUITE 500, BIRMINGHAM, AL 35243
Preparer
Patricia Oh
Phone
2059679744
Raw XML Appendix337 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd135242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd294103
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045000
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
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt040072
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt091
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt040072
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04837
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04837
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04837
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04837
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt091
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0URTH GROUP INC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1MT FUJI RESTAURANTS INC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2STIX LEGENDS INC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt3FLOWOOD FULTONDALE LLC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03250 GALLERIA CIRCLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt110240 EASTERN SHORE BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt21847 VILLAGE W PARKWAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt33405 LOWERY PARKWAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0HOOVER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SPANISH FORT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2KANSAS CITY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3FULTONDALE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1AL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2KS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3AL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd035244
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd136527
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd266111
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd335068
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt125000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt225000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt325000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt045
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1140
TaxesSchedule/TaxesDetail/Amt063
TaxesSchedule/TaxesDetail/CategoryTxt0IRS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0YUE LAN CHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02059679744
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WONF
ReturnHeader/Filer/EIN0611577710
ReturnHeader/Filer/PhoneNum02059679744
ReturnHeader/Filer/USAddress/AddressLine1Txt0720 RIVERCHASE PARKWAY WEST
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035244
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631034180
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HORTON LEE BURNETT ET AL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03800 COLONNADE PKWY SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035243
ReturnHeader/PreparerPersonGrp/PhoneNum02059679744
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA OH
ReturnHeader/ReturnTs02022-05-09T09:13:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0YUE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LAN CHEN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$8.83$0.00$0.56$0.95$0.39
2022Summary only. Only limited summary data is available for this year.$9.22$0.00$1.32$0.21$1.11
2021Detailed filing. Detailed filing data is available for this year.$8.10$0.00$8.10$1.05$0.51$0.54
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.56$0.00$7.56$1.05$0.23$0.81
2019Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$1.46$0.31$1.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.60$0.00$5.60$1.56$0.37$1.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$0.00$4.41$0.07$0.31$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.65$0.00$4.65$0.60$0.30$0.30
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$3.58$0.00$0.00$0.18$0.18
2013Summary only. Only limited summary data is available for this year.$3.76$0.00$1.40$0.23$1.17
2012Summary only. Only limited summary data is available for this year.$2.59$0.00$1.20$0.16$1.04
2011Summary only. Only limited summary data is available for this year.$1.55$0.00$1.55$0.00$1.55