Civic Intelligence

Michael and Amber Chang Foundation

990PF • Fiscal year 2019 • EIN 81-4255209

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 13, 2020

Organization Profile
27758 Santa Margarita Pkwy 376Mission Viejo, CA 92691

(949) 910-4152

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

Higher debt load relative to revenue than 38% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

95th percentile

75%

Higher net margin than 95% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

17th percentile

-22%

Faster revenue growth than 17% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$868,118

Up $91,048 (+12%) from 2018

Net Assets

Up

$868,118

Up $91,048 (+12%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin95th percentile

Revenue

Down

$121,100

Down $33,900 (-22%) from 2018

Expenses

Up

$30,052

Up $11,604 (+63%) from 2018

Net Income

Down

$91,048

Down $45,504 (-33%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$10M$5.0M$0Assets 2017: $640,518Liabilities 2017: $0Net Assets 2017: $640,5182017Assets 2018: $777,070Liabilities 2018: $0Net Assets 2018: $777,0702018Assets 2019: $868,118Liabilities 2019: $0Net Assets 2019: $868,1182019Assets 2020: $948,333Liabilities 2020: $1Net Assets 2020: $948,3332020Assets 2021: $1,055,394Liabilities 2021: $1Net Assets 2021: $1,055,3942021Assets 2022: $1,025,634Liabilities 2022: $1Net Assets 2022: $1,025,6342022Assets 2023: $1,011,958Liabilities 2023: $0Net Assets 2023: $1,011,9582023Assets 2024: $9,449,764Liabilities 2024: $9,723Net Assets 2024: $9,440,0412024

Highlighted filing

2019

Assets$868,118
Liabilities$0
Net Assets$868,118
Open 2019 Filing

Operations Trend

Revenue Growth17th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $100,000Expenses 2017: $15,533Net Income 2017: $84,4672017Revenue 2018: $155,000Expenses 2018: $18,448Net Income 2018: $136,5522018Revenue 2019: $121,100Expenses 2019: $30,052Net Income 2019: $91,0482019Revenue 2020: $127,926Expenses 2020: $47,703Net Income 2020: $80,2232020Revenue 2021: $148,333Expenses 2021: $41,280Net Income 2021: $107,0532021Revenue 2022: $16,907Expenses 2022: $46,667Net Income 2022: -$29,7602022Revenue 2023: $34,926Expenses 2023: $48,602Net Income 2023: -$13,6762023Revenue 2024: $3,536,726Expenses 2024: $416,571Net Income 2024: $3,120,1552024

Highlighted filing

2019

Revenue$121,100
Expenses$30,052
Net Income$91,048
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 13, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL TP CHANGCEO-$0--
AMBER L CHANGCFO & Secret-$0--
Filing and Contact Details

Filer

Filer Name
Michael and Amber Chang Foundation
EIN
81-4255209
Phone
9499104152
Address
27758 SANTA MARGARITA PKWY 376, MISSION VIEJO, CA 92691

Signing Officer

Name
Amber L Chang
Title
CFO & Secretary
Phone
9499104152
Signed
2020-08-13

Preparer

Firm
Financial Advocates Inc
Address
120 W 5TH ST 220, SANTA ANA, CA 92701
Preparer
Maggie W Wu
Phone
7142410212
Raw XML Appendix270 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt05325
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0592
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0719998
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0WELLS FARGO - MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0719998
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01099
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05325
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01099
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01099
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0195
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0200
IRS990PF/FMVAssetsEOYAmt0868118
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0556051
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0556051
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0622070
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IRS990PF/Form990PFBalanceSheetsGrp/GrantsReceivableBOYAmt0155000
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IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0674824
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0119980
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011922
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0782882
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL TP CHANG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1AMBER L CHANG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CFO & SECRET
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt029375
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09499104152
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MICHAEL AND AMBER CHANG
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt029375
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MICHAEL AND AMBER CHANG
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt027758 SANTA MARGARITA PKWY 376
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MISSION VIEJO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092691
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0120000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
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LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0750
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0WELLS FARGO - DIVIDEND REC'B
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0943
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0943
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OVERTAKEN
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1500
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/Amt125
TaxesSchedule/TaxesDetail/CategoryTxt0CA RRF-1 FEE
TaxesSchedule/TaxesDetail/CategoryTxt1CA FRANCHISE TAX BOARD
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0AMBER L CHANG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO & SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09499104152
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MICHAEL AND AMBER CHANG FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0814255209
ReturnHeader/Filer/PhoneNum09499104152
ReturnHeader/Filer/USAddress/AddressLine1Txt027758 SANTA MARGARITA PKWY 376
ReturnHeader/Filer/USAddress/CityNm0MISSION VIEJO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092691
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId096DEC94B8E5CBAF611A6F0BA9EBEE2CDAE3FD051
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04A3B992057FA1077E624C09A8F057F8D9EBA1485
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.82.200.101
ReturnHeader/FilingSecurityInformation/IPDt02020-09-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:31:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475187513
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FINANCIAL ADVOCATES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0120 W 5TH ST 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA ANA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092701
ReturnHeader/PreparerPersonGrp/PhoneNum07142410212
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MAGGIE W WU
ReturnHeader/ReturnTs02020-09-09T13:31:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$868,118
Liabilities
$0
Net assets
$868,118
Revenue
$121,100
Expenses
$30,052
Net income
$91,048
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.45$0.01$9.44$3.54$0.42$3.12
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.03$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.02$0.05$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.15$0.04$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.13$0.05$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.12$0.03$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.16$0.02$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.10$0.02$0.08