Civic Intelligence

The Simon and Ann Chen Foundation

990PF • Fiscal year 2019 • EIN 82-3101408

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 14, 2020

16192 Coastal HighwayLewes, DE 19958

(626) 429-2662

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

94th percentile

68%

Higher net margin than 94% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

71st percentile

15%

Faster asset growth than 71% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

1735%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$281,908

Up $36,748 (+15%) from 2018

Net Assets

Up

$281,908

Up $36,748 (+15%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$54,269

Up $51,311 (+1735%) from 2018

Expenses

Down

$17,521

Down $283 (-1.6%) from 2018

Net Income

Up

$36,748

Up $51,594 (+348%) from 2018

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2018: $245,160Liabilities 2018: $0Net Assets 2018: $245,1602018Assets 2019: $281,908Liabilities 2019: $0Net Assets 2019: $281,9082019Assets 2020: $285,313Liabilities 2020: $15Net Assets 2020: $285,2982020Assets 2021: $324,185Liabilities 2021: $0Net Assets 2021: $324,1852021Assets 2022: $351,713Liabilities 2022: $0Net Assets 2022: $351,7132022Assets 2023: $375,855Liabilities 2023: $0Net Assets 2023: $375,8552023Assets 2024: $347,500Liabilities 2024: $0Net Assets 2024: $347,5002024

Highlighted filing

2019

Assets$281,908
Liabilities$0
Net Assets$281,908

Operations Trend

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

$100K$50K$0-$50KRevenue 2018: $2,958Expenses 2018: $17,804Net Income 2018: -$14,8462018Revenue 2019: $54,269Expenses 2019: $17,521Net Income 2019: $36,7482019Revenue 2020: $23,836Expenses 2020: $20,446Net Income 2020: $3,3902020Revenue 2021: $67,313Expenses 2021: $28,426Net Income 2021: $38,8872021Revenue 2022: $62,209Expenses 2022: $34,681Net Income 2022: $27,5282022Revenue 2023: $76,388Expenses 2023: $52,246Net Income 2023: $24,1422023Revenue 2024: $20,134Expenses 2024: $48,489Net Income 2024: -$28,3552024

Highlighted filing

2019

Revenue$54,269
Expenses$17,521
Net Income$36,748
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 14, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SIMON YING CHENDirector-$0--
ANN CHENDirector-$0--
EMILY CHENDirector-$0--
ERIC CHENDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Simon and Ann Chen Foundation
EIN
82-3101408
Phone
6264292662
Address
16192 COASTAL HIGHWAY, LEWES, DE 19958

Signing Officer

Name
Simon Ying Chen
Title
Director
Signed
2020-04-14
Discuss with paid preparer
Yes

Preparer

Firm
Sy Lee & Chen LLP
Address
362 W Garvey Ave, Monterey Park, CA 91754
Preparer
Chen C Lee
Phone
6262887202
Raw XML Appendix354 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7creation and cultivation of Asian American creative writing.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501(c)(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0FAMILY KEEPERS INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1INTERNATIONAL CULTURE EXCHANGE ASSO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2THE HUNTINGTON LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3ST VINCENT MEALS ON WHEELS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4KIWANIS CLUB OF MONTEREY PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5CARE MISSION USA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6THE CENTER FOR ASIA AMERICAN MEDIA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt020672 Carrey Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111931 Foundation Place Suite 220
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21151 Oxford Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32303 MIRAMAR STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt411001 MAIN ST SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5362 W GARVEY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6145 Ninth Street Suite 350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7113 West 60th Street Room 924
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Walnut
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Gold River
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2San Marino
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4EL MONTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MONTEREY PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6San Francisco
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7New York
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd195670
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd291108
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390057
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd591754
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd694103
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd710023
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011300
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011708
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0183
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011708
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01891
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01891
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013782
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01891
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01891
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0183
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0SIMON YING CHEN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06849 N VISTA ST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SAN GABRIEL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd091775
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt049792
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt049792
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc060SH MA $17,343 180SH CSX $12,674 16SH RTN 3,464 200SH ORCL 11,062 3SH AMZN 5,249
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-12-10
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0128
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11065
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2263
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02561
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1532
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2132
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02561
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1128
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21597
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3395
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SIMON YING CHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SIMON AND ANN CHEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SIMO
ReturnHeader/Filer/EIN0823101408
ReturnHeader/Filer/PhoneNum06264292662
ReturnHeader/Filer/USAddress/AddressLine1Txt016192 COASTAL HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0LEWES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019958
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953510881
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sy Lee & Chen LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0362 W Garvey Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Monterey Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091754
ReturnHeader/PreparerPersonGrp/PhoneNum06262887202
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHEN C LEE
ReturnHeader/ReturnTs02020-04-22T11:53:25-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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