Civic Intelligence

The E & H Chen Family Foundation

990PF • Fiscal year 2017 • EIN 77-0528166

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

21009 Steven Springs ParkwayCupertino, CA 95014

(408) 996-2670

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

42nd percentile

0.3%

Faster asset growth than 42% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

66th percentile

15%

Faster revenue growth than 66% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$978,589

Up $2,525 (+0.3%) from 2016

Net Assets

Up

$978,589

Up $2,525 (+0.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$17,867

Up $2,349 (+15%) from 2016

Expenses

Up

$15,062

Up $5,301 (+54%) from 2016

Net Income

Down

$2,805

Down $2,952 (-51%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $924,500Liabilities 2011: $0Net Assets 2011: $924,5002011Assets 2012: $939,588Liabilities 2012: $0Net Assets 2012: $939,5882012Assets 2013: $953,249Liabilities 2013: $0Net Assets 2013: $953,2492013Assets 2014: $974,134Liabilities 2014: $0Net Assets 2014: $974,1342014Assets 2015: $972,112Liabilities 2015: $640Net Assets 2015: $971,4722015Assets 2016: $976,064Liabilities 2016: $0Net Assets 2016: $976,0642016Assets 2017: $978,589Liabilities 2017: $0Net Assets 2017: $978,5892017Assets 2018: $982,263Liabilities 2018: $0Net Assets 2018: $982,2632018Assets 2019: $974,154Liabilities 2019: $650Net Assets 2019: $973,5042019Assets 2020: $970,327Liabilities 2020: $650Net Assets 2020: $969,6772020Assets 2021: $973,635Liabilities 2021: $0Net Assets 2021: $973,6352021Assets 2022: $542,690Liabilities 2022: $0Net Assets 2022: $542,6902022Assets 2023: $541,490Liabilities 2023: $360Net Assets 2023: $541,1302023Assets 2024: $582,829Liabilities 2024: $0Net Assets 2024: $582,8292024

Highlighted filing

2017

Assets$978,589
Liabilities$0
Net Assets$978,589

Operations Trend

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

$200K$0-$200K-$400K-$600KExpenses 2011: $20,0482011Expenses 2012: $26,5662012Revenue 2013: $35,190Expenses 2013: $20,668Net Income 2013: $14,5222013Revenue 2014: $44,700Expenses 2014: $22,829Net Income 2014: $21,8712014Revenue 2015: $18,655Expenses 2015: $20,870Net Income 2015: -$2,2152015Revenue 2016: $15,518Expenses 2016: $9,761Net Income 2016: $5,7572016Revenue 2017: $17,867Expenses 2017: $15,062Net Income 2017: $2,8052017Revenue 2018: $18,408Expenses 2018: $14,734Net Income 2018: $3,6742018Revenue 2019: $18,208Expenses 2019: $26,967Net Income 2019: -$8,7592019Revenue 2020: $9,685Expenses 2020: $13,512Net Income 2020: -$3,8272020Revenue 2021: $13,417Expenses 2021: $10,229Net Income 2021: $3,1882021Revenue 2022: -$413,055Expenses 2022: $17,890Net Income 2022: -$430,9452022Revenue 2023: $25,930Expenses 2023: $27,177Net Income 2023: -$1,2472023Revenue 2024: $60,821Expenses 2024: $19,122Net Income 2024: $41,6992024

Highlighted filing

2017

Revenue$17,867
Expenses$15,062
Net Income$2,805
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Emily YP ChenPresident/Direc-$0--
Hongtao ChenSecretary/Cf/Di-$0--
Filing and Contact Details

Filer

Filer Name
The E & H Chen Family Foundation
EIN
77-0528166
Phone
4089962670
Address
21009 Steven Springs Parkway, Cupertino, CA 95014

Signing Officer

Name
Emily YP Chen
Title
President
Signed
2018-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Asam Llp
Address
500 SANSOME ST STE 502, SAN FRANCISCO, CA 94111-3221
Preparer
Asam Llp
Phone
4157882371
Raw XML Appendix263 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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OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt074900
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt050000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0280
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Federal Tax Paid
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Medical insurance and benefit
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Outside service
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2State tax & filing
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Timeshare maintenance fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02274
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2220
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt33168
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt017867
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt017867
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt017867
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Emily YP Chen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The E & H Chen Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0E&HC
ReturnHeader/Filer/EIN0770528166
ReturnHeader/Filer/PhoneNum04089962670
ReturnHeader/Filer/USAddress/AddressLine1Txt021009 Steven Springs Parkway
ReturnHeader/Filer/USAddress/CityNm0Cupertino
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095014
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474709852
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ASAM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 SANSOME ST STE 502
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0941113221
ReturnHeader/PreparerPersonGrp/PhoneNum04157882371
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ASAM LLP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-28T10:52:11-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.61$0.19$0.42
2023Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.26$0.27$0.01
2022Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$4.13$0.18$4.31
2021Detailed filing. Detailed filing data is available for this year.$9.74$0.00$9.74$0.13$0.10$0.03
2020Detailed filing. Detailed filing data is available for this year.$9.70$0.01$9.70$0.10$0.14$0.04
2019Detailed filing. Detailed filing data is available for this year.$9.74$0.01$9.74$0.18$0.27$0.09
2018Detailed filing. Detailed filing data is available for this year.$9.82$0.00$9.82$0.18$0.15$0.04
2017Detailed filing. Detailed filing data is available for this year.$9.79$0.00$9.79$0.18$0.15$0.03
2016Detailed filing. Detailed filing data is available for this year.$9.76$0.00$9.76$0.16$0.10$0.06
2015Detailed filing. Detailed filing data is available for this year.$9.72$0.01$9.71$0.19$0.21$0.02
2014Detailed filing. Detailed filing data is available for this year.$9.74$0.00$9.74$0.45$0.23$0.22
2013Detailed filing. Detailed filing data is available for this year.$9.53$0.00$9.53$0.35$0.21$0.15
2012Detailed filing. Detailed filing data is available for this year.$9.40$0.00$9.40$0.27
2011Detailed filing. Detailed filing data is available for this year.$9.25$0.00$9.25$0.20