Civic Intelligence

Pu & Zhang Charitable Foundation

990PF • Fiscal year 2021 • EIN 84-3586671

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 15, 2023

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

58th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

97th percentile

96%

Higher net margin than 97% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

15th percentile

-26%

Faster asset growth than 15% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

63rd percentile

22%

Faster revenue growth than 63% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$132,980

Down $45,612 (-26%) from 2020

Net Assets

Down

$132,980

Down $45,612 (-26%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin97th percentile

Revenue

Up

$115,154

Up $20,983 (+22%) from 2020

Expenses

Down

$4,743

Down $10,338 (-69%) from 2020

Net Income

Up

$110,411

Up $31,321 (+40%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2021

Assets$132,980
Liabilities$1
Net Assets$132,980
Open 2021 Filing

Operations Trend

Revenue Growth63rd 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

2021

Revenue$115,154
Expenses$4,743
Net Income$110,411
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 15, 2023
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNY ZHANGDir, Pres, Sec, Trea-$0--
Filing and Contact Details

Filer

Filer Name
Pu & Zhang Charitable Foundation
EIN
84-3586671
Phone
8585090186
Address
PO BOX 9708, RANCHO SANTA FE, CA 92067

Signing Officer

Name
Jenny Zhang
Title
President
Phone
8585090186
Signed
2023-10-15

Preparer

Firm
James M Marsh
Address
10625 Calle Mar De Mariposa Apt 240, San Diego, CA 92130
Preparer
James Marsh
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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/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08585090186
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT FOR ART CLASSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BLUE MING ASIAN ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1KPBS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08072 AUBERGE CIRCLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15200 CAMPANILE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092127
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192182
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01620
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/DistributableAsAdjustedAmt011591
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt09269
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010889
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01620
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt09269
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0278
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01620
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt0278
IRS990PF/UndistributedIncomeGrp/Taxable2Amt03964
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010889
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09269
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0278
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt01620
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt011591
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03964
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/TotalContributionsAmt0110254
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0110254
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0ISHARES TRUST RUSSELL 1000 GROWTH INDEX IWF
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-12-21
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0156023
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGE IN PRIOR YEAR INVESTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01603
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1805
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT SERVICE FINANCIAL PLANNING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TAX SERVICES TAX PREP
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01603
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1805
TaxesSchedule/TaxesDetail/Amt0200
TaxesSchedule/TaxesDetail/Amt1500
TaxesSchedule/TaxesDetail/Amt215
TaxesSchedule/TaxesDetail/CategoryTxt0990 PF ESTIMATED TAX EFT AUG 2021
TaxesSchedule/TaxesDetail/CategoryTxt1990 PF ESTIMATED TAX EFT JULY 2021
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt015
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNY ZHANG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08585090186
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PU & ZHANG CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PU&Z
ReturnHeader/Filer/EIN0843586671
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/BusinessNameLine1Txt0James M Marsh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010625 Calle Mar De Mariposa Apt 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092130
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES MARSH
ReturnHeader/ReturnTs02023-10-15T19:52:28-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZHANG
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$132,980
Liabilities
$1
Net assets
$132,980
Revenue
$115,154
Expenses
$4,743
Net income
$110,411
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