Civic Intelligence

C Jim & Julie Y Chen Foundation

990PF • Fiscal year 2016 • EIN 80-0347975

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

1509 Via LopezP V Estates, CA 90274

(310) 515-5635

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.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

94th percentile

68%

Higher net margin than 94% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

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.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-33%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Up

$718,984

Up $71,009 (+11%) from 2015

Net Assets

Up

$718,984

Up $71,009 (+11%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$105,054

Down $51,505 (-33%) from 2015

Expenses

Up

$34,045

Up $6,382 (+23%) from 2015

Net Income

Down

$71,009

Down $57,887 (-45%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $280,551Liabilities 2011: $02011Assets 2012: $361,507Liabilities 2012: $02012Assets 2013: $441,265Liabilities 2013: $02013Assets 2014: $519,078Liabilities 2014: $0Net Assets 2014: $519,0782014Assets 2015: $647,975Liabilities 2015: $0Net Assets 2015: $647,9752015Assets 2016: $718,984Liabilities 2016: $0Net Assets 2016: $718,9842016Assets 2017: $793,113Liabilities 2017: $0Net Assets 2017: $793,1132017Assets 2018: $883,914Liabilities 2018: $0Net Assets 2018: $883,9142018Assets 2019: $953,790Liabilities 2019: $0Net Assets 2019: $953,7902019Assets 2020: $1,018,254Liabilities 2020: $0Net Assets 2020: $1,018,2542020Assets 2021: $1,138,192Liabilities 2021: $0Net Assets 2021: $1,138,1922021Assets 2022: $1,229,626Liabilities 2022: $0Net Assets 2022: $1,229,6262022Assets 2023: $1,329,447Liabilities 2023: $12023Assets 2024: $1,442,256Liabilities 2024: $0Net Assets 2024: $1,442,2562024

Highlighted filing

2016

Assets$718,984
Liabilities$0
Net Assets$718,984

Operations Trend

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

$200K$150K$100K$50K$0Revenue 2011: $101,201Expenses 2011: $12,622Net Income 2011: $88,5792011Revenue 2012: $101,540Expenses 2012: $20,584Net Income 2012: $80,9562012Revenue 2013: $100,869Expenses 2013: $21,111Net Income 2013: $79,7582013Revenue 2014: $100,365Expenses 2014: $22,552Net Income 2014: $77,8132014Revenue 2015: $156,559Expenses 2015: $27,663Net Income 2015: $128,8962015Revenue 2016: $105,054Expenses 2016: $34,045Net Income 2016: $71,0092016Revenue 2017: $109,339Expenses 2017: $35,210Net Income 2017: $74,1292017Revenue 2018: $132,261Expenses 2018: $41,460Net Income 2018: $90,8012018Revenue 2019: $122,194Expenses 2019: $52,318Net Income 2019: $69,8762019Revenue 2020: $107,320Expenses 2020: $42,856Net Income 2020: $64,4642020Revenue 2021: $165,282Expenses 2021: $45,344Net Income 2021: $119,9382021Revenue 2022: $136,822Expenses 2022: $45,388Net Income 2022: $91,4342022Revenue 2023: $143,500Expenses 2023: $43,679Net Income 2023: $99,8212023Revenue 2024: $165,096Expenses 2024: $52,287Net Income 2024: $112,8092024

Highlighted filing

2016

Revenue$105,054
Expenses$34,045
Net Income$71,009
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
C Jim ChenPresident-$0--
Julie Y ChenTreasurer-$0--
Benjamin R ChenSecretary-$0--
Filing and Contact Details

Filer

Filer Name
C Jim & Julie Y Chen Foundation
EIN
80-0347975
Address
1509 Via Lopez, P V Estates, CA 90274

Signing Officer

Name
Julie Y Chen
Title
Treasurer
Signed
2017-11-15
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 Appendix328 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0C Jim Chen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Julie Y Chen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Benjamin R Chen
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1School Development
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Religious CultureCenter
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0IBEF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Chadwick School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2IBPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3University of The West
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4The UCLA Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03456 Glenmark Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt126800 S Academy Dr
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23456 Glenmark Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31409 Walnut Grove Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt410920 Wilshire Blvd Suite 900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Hacienda Heights
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Palos Verdes Penn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Hacienda Hgts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Rosemead
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Los Angeles
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd091745
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd190274
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290174
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd391770
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd490024
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027500
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt021680
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt022552
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt021111
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt020584
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012622
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012622
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0116013
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt030086
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt021680
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt022552
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt021111
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt020584
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030086
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt030086
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0128635
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt098549
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Fee Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Management Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02500
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01347
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01347
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15000
TaxesSchedule/TaxesDetail/Amt010
TaxesSchedule/TaxesDetail/Amt1118
TaxesSchedule/TaxesDetail/Amt250
TaxesSchedule/TaxesDetail/Amt320
TaxesSchedule/TaxesDetail/CategoryTxt0Franchise Tax Board
TaxesSchedule/TaxesDetail/CategoryTxt1IRS
TaxesSchedule/TaxesDetail/CategoryTxt2Registry of Chritable Trust
TaxesSchedule/TaxesDetail/CategoryTxt3Secretary of State
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt010
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt16
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt250
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt320
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Julie Y Chen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0C Jim & Julie Y Chen Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CJIM
ReturnHeader/Filer/EIN0800347975
ReturnHeader/Filer/USAddress/AddressLine1Txt01509 Via Lopez
ReturnHeader/Filer/USAddress/CityNm0P V Estates
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090274
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/ReturnTs02017-11-15T18:06:08-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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.$1.44$0.00$1.44$0.17$0.05$0.11
2023Summary only. Only limited summary data is available for this year.$1.33$0.00$0.14$0.04$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.14$0.05$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.14$0.00$1.14$0.17$0.05$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.11$0.04$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$0.12$0.05$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$0.13$0.04$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.11$0.04$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.11$0.03$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.16$0.03$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.10$0.02$0.08
2013Summary only. Only limited summary data is available for this year.$0.44$0.00$0.10$0.02$0.08
2012Summary only. Only limited summary data is available for this year.$0.36$0.00$0.10$0.02$0.08
2011Summary only. Only limited summary data is available for this year.$0.28$0.00$0.10$0.01$0.09