Civic Intelligence

Henry & Jessica Chen Foundation

990PF • Fiscal year 2017 • EIN 80-0347969

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

1415 Lower Paseo La CrestaPalos Verdes Estate, CA 90274

(310) 515-5635

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

Higher debt load relative to revenue than 25% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

97th percentile

90%

Higher net margin than 97% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

87th percentile

28%

Faster asset growth than 87% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

57%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$2,686,798

Up $595,215 (+28%) from 2016

Net Assets

Up

$2,686,797

Up $595,214 (+28%) from 2016

Liabilities

Up

$1

Up $1 from 2016

Revenue

Up

$664,965

Up $240,648 (+57%) from 2016

Expenses

Down

$69,751

Down $90,225 (-56%) from 2016

Net Income

Up

$595,214

Up $330,873 (+125%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $597,508Liabilities 2011: $02011Assets 2012: $799,703Liabilities 2012: $02012Assets 2013: $1,177,387Liabilities 2013: $02013Assets 2014: $1,467,361Liabilities 2014: $0Net Assets 2014: $1,467,3612014Assets 2015: $1,827,242Liabilities 2015: $0Net Assets 2015: $1,827,2422015Assets 2016: $2,091,583Liabilities 2016: $0Net Assets 2016: $2,091,5832016Assets 2017: $2,686,798Liabilities 2017: $1Net Assets 2017: $2,686,7972017Assets 2018: $3,256,397Liabilities 2018: $1Net Assets 2018: $3,256,3962018Assets 2019: $3,506,802Liabilities 2019: $12019Assets 2020: $4,081,325Liabilities 2020: $0Net Assets 2020: $4,081,3252020Assets 2021: $4,200,241Liabilities 2021: $12021Assets 2022: $4,142,948Liabilities 2022: $0Net Assets 2022: $4,142,9482022Assets 2023: $1Liabilities 2023: $12023Assets 2024: $5,130,199Liabilities 2024: $0Net Assets 2024: $5,130,1992024

Highlighted filing

2017

Assets$2,686,798
Liabilities$1
Net Assets$2,686,797

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $200,596Expenses 2011: $5,373Net Income 2011: $195,2232011Revenue 2012: $202,405Expenses 2012: $210Net Income 2012: $202,1952012Revenue 2013: $431,224Expenses 2013: $53,540Net Income 2013: $377,6842013Revenue 2014: $445,901Expenses 2014: $155,927Net Income 2014: $289,9742014Revenue 2015: $516,866Expenses 2015: $156,985Net Income 2015: $359,8812015Revenue 2016: $424,317Expenses 2016: $159,976Net Income 2016: $264,3412016Revenue 2017: $664,965Expenses 2017: $69,751Net Income 2017: $595,2142017Revenue 2018: $739,274Expenses 2018: $169,675Net Income 2018: $569,5992018Revenue 2019: $473,024Expenses 2019: $222,618Net Income 2019: $250,4062019Revenue 2020: $800,862Expenses 2020: $226,339Net Income 2020: $574,5232020Revenue 2021: $353,973Expenses 2021: $235,057Net Income 2021: $118,9162021Revenue 2022: $179,585Expenses 2022: $236,878Net Income 2022: -$57,2932022Revenue 2023: $1Expenses 2023: $0Net Income 2023: $12023Revenue 2024: $543,399Expenses 2024: $221,330Net Income 2024: $322,0692024

Highlighted filing

2017

Revenue$664,965
Expenses$69,751
Net Income$595,214
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Henry ChenPresident-$0--
Jessica ChenSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Henry & Jessica Chen Foundation
EIN
80-0347969
Address
1415 Lower Paseo La Cresta, Palos Verdes Estate, CA 90274

Signing Officer

Name
Jessica Chen
Title
Secretary
Signed
2018-11-12
Discuss with paid preparer
Yes

Preparer

Firm
C Jim Chen Accountancy Corp
Address
879 W 190th Street 710, Gardena, CA 90248
Preparer
C Jim Chen
Phone
3105155635
Raw XML Appendix245 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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TaxesSchedule/TaxesDetail/Amt075
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/Filer/USAddress/CityNm0Palos Verdes Estate
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090274
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953648267
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0C Jim Chen Accountancy Corp
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0879 W 190th Street 710
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Gardena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090248
ReturnHeader/PreparerPersonGrp/PhoneNum03105155635
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C Jim Chen
ReturnHeader/ReturnTs02018-11-12T16:58:21-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.54$0.22$0.32
2023Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.18$0.24$0.06
2021Summary only. Only limited summary data is available for this year.$4.20$0.00$0.35$0.24$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.08$0.00$4.08$0.80$0.23$0.57
2019Summary only. Only limited summary data is available for this year.$3.51$0.00$0.47$0.22$0.25
2018Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.74$0.17$0.57
2017Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.66$0.07$0.60
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.00$2.09$0.42$0.16$0.26
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.52$0.16$0.36
2014Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.45$0.16$0.29
2013Summary only. Only limited summary data is available for this year.$1.18$0.00$0.43$0.05$0.38
2012Summary only. Only limited summary data is available for this year.$0.80$0.00$0.20$0.00$0.20
2011Summary only. Only limited summary data is available for this year.$0.60$0.00$0.20$0.01$0.20