Civic Intelligence

Pin-Wei & Grace Chen Charitable Foundation

990PF • Fiscal year 2023 • EIN 77-0471801

Jan 01, 2023 to Dec 31, 2023 • Filed on May 03, 2024

15233 Via PintoMonte Sereno, CA 95030

(408) 395-2962

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

5th percentile

-235%

Higher net margin than 5% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

41st percentile

-3.6%

Faster asset growth than 41% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-89%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$433,658

Down $16,333 (-3.6%) from 2022

Net Assets

Down

$433,658

Down $16,333 (-3.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$6,945

Down $55,407 (-89%) from 2022

Expenses

Up

$23,278

Up $605 (+2.7%) from 2022

Net Income

Down

-$16,333

Down $56,012 (-141%) from 2022

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $195,761Liabilities 2011: $10Net Assets 2011: $195,7512011Assets 2012: $220,073Liabilities 2012: $0Net Assets 2012: $220,0732012Assets 2013: $234,014Liabilities 2013: $10Net Assets 2013: $234,0042013Assets 2014: $272,689Liabilities 2014: $10Net Assets 2014: $272,6792014Assets 2015: $291,405Liabilities 2015: $10Net Assets 2015: $291,3952015Assets 2016: $304,703Liabilities 2016: $10Net Assets 2016: $304,6932016Assets 2017: $326,232Liabilities 2017: $10Net Assets 2017: $326,2222017Assets 2018: $378,153Liabilities 2018: $10Net Assets 2018: $378,1432018Assets 2019: $414,749Liabilities 2019: $0Net Assets 2019: $414,7492019Assets 2020: $414,410Liabilities 2020: $198Net Assets 2020: $414,2122020Assets 2021: $410,312Liabilities 2021: $0Net Assets 2021: $410,3122021Assets 2022: $449,991Liabilities 2022: $0Net Assets 2022: $449,9912022Assets 2023: $433,658Liabilities 2023: $0Net Assets 2023: $433,6582023Assets 2024: $414,297Liabilities 2024: $0Net Assets 2024: $414,2972024

Highlighted filing

2023

Assets$433,658
Liabilities$0
Net Assets$433,658

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $17,5282011Expenses 2012: $9,7352012Revenue 2013: $29,342Expenses 2013: $15,411Net Income 2013: $13,9312013Revenue 2014: $56,466Expenses 2014: $17,791Net Income 2014: $38,6752014Revenue 2015: $36,852Expenses 2015: $18,135Net Income 2015: $18,7172015Revenue 2016: $29,474Expenses 2016: $16,176Net Income 2016: $13,2982016Revenue 2017: $64,804Expenses 2017: $14,377Net Income 2017: $50,4272017Revenue 2018: $50,825Expenses 2018: $15,047Net Income 2018: $35,7782018Revenue 2019: $70,812Expenses 2019: $19,749Net Income 2019: $51,0632019Revenue 2020: $27,413Expenses 2020: $19,376Net Income 2020: $8,0372020Revenue 2021: $38,236Expenses 2021: $20,658Net Income 2021: $17,5782021Revenue 2022: $62,352Expenses 2022: $22,673Net Income 2022: $39,6792022Revenue 2023: $6,945Expenses 2023: $23,278Net Income 2023: -$16,3332023Revenue 2024: $8,269Expenses 2024: $27,630Net Income 2024: -$19,3612024

Highlighted filing

2023

Revenue$6,945
Expenses$23,278
Net Income-$16,333
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 3, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GRACE CHENPresident-$0--
PIN-WEI CHENSec'Y/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Pin-wei & Grace Chen Charitable
EIN
77-0471801
Phone
4083952962
Address
15233 VIA PINTO, MONTE SERENO, CA 95030

Signing Officer

Name
Pin-wei Chen
Title
SEC'Y/TREASURER
Signed
2024-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Chen & Associates LLP
Address
1650 S Amphlett Blvd Suite 223, San Mateo, CA 94402
Preparer
Kathy Chen
Phone
6506856576
Raw XML Appendix290 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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AccountingFeesSchedule/AccountingFeesDetail/Amt03275
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03275
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt014089
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt014089
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-16333
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt055045
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-7144
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt013373
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt016242
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-02-14
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt08733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-2963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-7178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-5780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt08733
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1200 INTC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2200 INTC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3100 MMM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4200 WBA
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-7144
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-2963
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-16333
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0433658
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0449991
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt022053
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0186
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IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0451544
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt032441
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0419103
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06773
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt022239
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0444771
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt115233 VIA PINTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MONTE SERENO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MONTE SERENO
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2UCI Radiation Oncology Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0540 ARAPEEN DRIVE SUITE 250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15632 SANTA TERESA BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2101 The City Drive Building 23
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN JOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Orange
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195123
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292868
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06320
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0346
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt022216
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022053
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022562
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt021707
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt022216
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DEPT OF JUSTICE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE & MEDICAL BENEFITS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt09167
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19167
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0STEERING COMMITTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03800
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0666
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0666
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PIN-WEI CHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC'Y/TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PIN-WEI & GRACE CHEN CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PIN-
ReturnHeader/Filer/EIN0770471801
ReturnHeader/Filer/PhoneNum04083952962
ReturnHeader/Filer/USAddress/AddressLine1Txt015233 VIA PINTO
ReturnHeader/Filer/USAddress/CityNm0MONTE SERENO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095030
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481286310
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Chen & Associates LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01650 S Amphlett Blvd Suite 223
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Mateo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094402
ReturnHeader/PreparerPersonGrp/PhoneNum06506856576
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kathy Chen
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-03T11:26:07-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PIN-WEI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHEN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.08$0.28$0.19
2023Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.07$0.23$0.16
2022Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.62$0.23$0.40
2021Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.38$0.21$0.18
2020Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.27$0.19$0.08
2019Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.71$0.20$0.51
2018Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.51$0.15$0.36
2017Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.65$0.14$0.50
2016Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.29$0.16$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.37$0.18$0.19
2014Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.56$0.18$0.39
2013Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.29$0.15$0.14
2012Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.18