Civic Intelligence

Pu & Zhang Charitable Foundation

990PF • Fiscal year 2020 • EIN 84-3586671

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 22, 2021

Organization Profile
PO Box 9708Rancho Santa Fe, CA 92067

(858) 509-0186

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

95th percentile

84%

Higher net margin than 95% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

88th percentile

79%

Faster asset growth than 88% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

58th percentile

-5.4%

Faster revenue growth than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$178,592

Up $79,090 (+79%) from 2019

Net Assets

$178,592

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin95th percentile

Revenue

Down

$94,171

Down $5,331 (-5.4%) from 2019

Expenses

Up

$15,081

Up $15,081 from 2019

Net Income

Down

$79,090

Down $20,412 (-21%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$300K$200K$100K$0Assets 2019: $99,502Liabilities 2019: $02019Assets 2020: $178,592Liabilities 2020: $1Net Assets 2020: $178,5922020Assets 2021: $132,980Liabilities 2021: $1Net Assets 2021: $132,9802021Assets 2022: $132,164Liabilities 2022: $1Net Assets 2022: $132,1642022Assets 2023: $152,148Liabilities 2023: $1Net Assets 2023: $152,1482023Assets 2024: $294,938Liabilities 2024: $0Net Assets 2024: $294,9382024

Highlighted filing

2020

Assets$178,592
Liabilities$1
Net Assets$178,592
Open 2020 Filing

Operations Trend

Revenue Growth58th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2019: $99,502Expenses 2019: $0Net Income 2019: $99,5022019Revenue 2020: $94,171Expenses 2020: $15,081Net Income 2020: $79,0902020Revenue 2021: $115,154Expenses 2021: $4,743Net Income 2021: $110,4112021Revenue 2022: $11,273Expenses 2022: $15,995Net Income 2022: -$4,7222022Revenue 2023: $35,391Expenses 2023: $16,713Net Income 2023: $18,6782023Revenue 2024: $159,733Expenses 2024: $16,943Net Income 2024: $142,7902024

Highlighted filing

2020

Revenue$94,171
Expenses$15,081
Net Income$79,090
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 22, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jenny ZhangDir, Pres, Sec, Treas-$0--
Filing and Contact Details

Filer

Filer Name
Pu & Zhang Charitable Foundation
EIN
84-3586671
In Care Of
% PU & ZHANG CHARITABLE FDN
Phone
8585090186
Address
PO Box 9708, Rancho Santa Fe, CA 92067

Signing Officer

Name
jenny zhang
Title
president
Phone
8585090186
Signed
2021-03-22
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
ONE HOLLOW LN STE 212, LAKE SUCCESS, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
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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/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013511
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt09269
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09269
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0278
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0KENT PU JENNY ZHANG FAMILY TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0c/o Jenny Zhang PO Box 9708
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Rancho Santa Fe
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092067
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt089898
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt089898
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0ISHARES TRUST RUSSELL 1000 GROWTH INDEX IWF, 377 sh.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-12-18
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Administrative Set-Up Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Delaware Incorporation Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4IRS Application Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07986
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt14400
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2500
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3600
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt425
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07986
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14400
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3500
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt525
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0658
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Services
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0658
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0KENT PU JENNY ZHANG FAMILY TRUST
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0c/o Jenny Zhang PO Box 9708
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Rancho Santa Fe
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd092067
TaxesSchedule/TaxesDetail/Amt0900
TaxesSchedule/TaxesDetail/Amt111
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2020
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax Paid
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt011
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0jenny zhang
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0president
ReturnHeader/BusinessOfficerGrp/PhoneNum08585090186
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Pu & Zhang Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0PU&Z
ReturnHeader/Filer/EIN0843586671
ReturnHeader/Filer/InCareOfNm0% PU & ZHANG CHARITABLE FDN
ReturnHeader/Filer/PhoneNum08585090186
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 9708
ReturnHeader/Filer/USAddress/CityNm0Rancho Santa Fe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092067
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOUNDATION SOURCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE HOLLOW LN STE 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE SUCCESS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02021-04-08T10:46:11-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0jenny
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0zhang
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
$178,592
Liabilities
$1
Net assets
$178,592
Revenue
$94,171
Expenses
$15,081
Net income
$79,090
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$1.60$0.17$1.43
2023Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.35$0.17$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.11$0.16$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$1.15$0.05$1.10
2020Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.94$0.15$0.79
2019Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$0.00$1.00