Civic Intelligence

Sizwin Itp Foundation

990PF • Fiscal year 2020 • EIN 82-3648807

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 28, 2021

Organization Profile
359 Belvedere StreetLA Jolla, CA 92037

(650) 799-1223

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

3rd percentile

-287%

Higher net margin than 3% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

18th percentile

-4.6%

Faster asset growth than 18% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

60th percentile

5.2%

Faster revenue growth than 60% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$3,115,779

Down $149,196 (-4.6%) from 2019

Net Assets

Down

$3,115,779

Down $149,196 (-4.6%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin3rd percentile

Revenue

Up

$51,919

Up $2,557 (+5.2%) from 2019

Expenses

Down

$201,115

Down $10,292 (-4.9%) from 2019

Net Income

Up

-$149,196

Up $12,849 (+7.9%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2019: $3,264,975Liabilities 2019: $1Net Assets 2019: $3,264,9752019Assets 2020: $3,115,779Liabilities 2020: $1Net Assets 2020: $3,115,7792020Assets 2021: $3,310,008Liabilities 2021: $1Net Assets 2021: $3,310,0082021Assets 2022: $3,130,480Liabilities 2022: $1Net Assets 2022: $3,130,4802022Assets 2023: $3,053,987Liabilities 2023: $1Net Assets 2023: $3,053,9872023Assets 2024: $3,021,890Liabilities 2024: $0Net Assets 2024: $3,021,8902024

Highlighted filing

2020

Assets$3,115,779
Liabilities$1
Net Assets$3,115,779
Open 2020 Filing

Operations Trend

Revenue Growth60th percentile

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

$600K$400K$200K$0-$200KRevenue 2019: $49,362Expenses 2019: $211,407Net Income 2019: -$162,0452019Revenue 2020: $51,919Expenses 2020: $201,115Net Income 2020: -$149,1962020Revenue 2021: $406,722Expenses 2021: $212,493Net Income 2021: $194,2292021Revenue 2022: $65,002Expenses 2022: $244,530Net Income 2022: -$179,5282022Revenue 2023: $141,701Expenses 2023: $218,194Net Income 2023: -$76,4932023Revenue 2024: $184,094Expenses 2024: $216,191Net Income 2024: -$32,0972024

Highlighted filing

2020

Revenue$51,919
Expenses$201,115
Net Income-$149,196
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 28, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WINSTON SHEPresident-$0--
UMA KARMARKARSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Sizwin Itp Foundation
EIN
82-3648807
Phone
6507991223
Address
359 BELVEDERE STREET, LA JOLLA, CA 92037

Signing Officer

Name
Winston She
Title
President
Signed
2021-07-28
Discuss with paid preparer
Yes

Preparer

Firm
Kawamoto Weil & Company
Address
150 E Campbell Ave 201, Campbell, CA 95008
Preparer
Kenneth M Kawamoto
Phone
4083797300
Raw XML Appendix292 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/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0305
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0161945
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0162156
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0162250
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0161851
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0161945
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PRIOR YEAR FTB FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1RRF-1 FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CAPITAL GAIN DISTRIBUTION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02324
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02324
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt036816
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WELLS FARGO FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt036816
TaxesSchedule/TaxesDetail/Amt0602
TaxesSchedule/TaxesDetail/Amt11333
TaxesSchedule/TaxesDetail/Amt279
TaxesSchedule/TaxesDetail/CategoryTxt0CURRENT YEAR FEDERAL TAX ESTIMATE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt2PRIOR YEAR FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0602
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11333
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt279
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WINSTON SHE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIZWIN ITP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SIZW
ReturnHeader/Filer/EIN0823648807
ReturnHeader/Filer/PhoneNum06507991223
ReturnHeader/Filer/USAddress/AddressLine1Txt0359 BELVEDERE STREET
ReturnHeader/Filer/USAddress/CityNm0LA JOLLA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092037
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770237214
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kawamoto Weil & Company
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 E Campbell Ave 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Campbell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095008
ReturnHeader/PreparerPersonGrp/PhoneNum04083797300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH M KAWAMOTO
ReturnHeader/ReturnTs02021-07-28T08:39:02-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WINSTON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,115,779
Liabilities
$1
Net assets
$3,115,779
Revenue
$51,919
Expenses
$201,115
Net income
-$149,196
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.18$0.22$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.14$0.22$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.07$0.24$0.18
2021Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.41$0.21$0.19
2020Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.05$0.20$0.15
2019Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.05$0.21$0.16