Civic Intelligence

Expensify Org

990 • Fiscal year 2023 • EIN 84-3862754

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 11, 2024

Organization ProfileWWW.EXPENSIFY.ORG
88 Kearny Street 1600San Francisco, CA 94104

(415) 421-7555

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

8th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

51st percentile

5.8%

Faster asset growth than 51% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

2nd percentile

-78%

Faster revenue growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$5,893,092

Up $323,102 (+5.8%) from 2022

Net Assets

Up

$5,893,092

Up $331,602 (+6.0%) from 2022

Liabilities

Down

$0

Down $8,500 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin94th percentile

Revenue

Down

$522,096

Down $1,901,329 (-78%) from 2022

Expenses

Down

$190,494

Down $59,738 (-24%) from 2022

Net Income

Down

$331,602

Down $1,841,591 (-85%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$6.0M$4.0M$2.0M$0Assets 2020: $57,728Liabilities 2020: $0Net Assets 2020: $57,7282020Assets 2021: $3,377,961Liabilities 2021: $5,412Net Assets 2021: $3,372,5492021Assets 2022: $5,569,990Liabilities 2022: $8,500Net Assets 2022: $5,561,4902022Assets 2023: $5,893,092Liabilities 2023: $0Net Assets 2023: $5,893,0922023Assets 2024: $5,980,711Liabilities 2024: $0Net Assets 2024: $5,980,7112024

Highlighted filing

2023

Assets$5,893,092
Liabilities$0
Net Assets$5,893,092
Open 2023 Filing

Operations Trend

Revenue Growth2nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2020: $272,473Expenses 2020: $214,745Net Income 2020: $57,7282020Revenue 2021: $3,706,652Expenses 2021: $391,831Net Income 2021: $3,314,8212021Revenue 2022: $2,423,425Expenses 2022: $250,232Net Income 2022: $2,173,1932022Revenue 2023: $522,096Expenses 2023: $190,494Net Income 2023: $331,6022023Revenue 2024: $223,685Expenses 2024: $136,066Net Income 2024: $87,6192024

Highlighted filing

2023

Revenue$522,096
Expenses$190,494
Net Income$331,602
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 11, 2024
Return Version
2023v5.1
Gross Receipts
$522,096
Mission and Program Overview

Mission

To empower individuals and communities to maximize generosity around the world by connecting donors and volunteers with the real-world effects of their donations and volunteer efforts to increase trust, emotional connection, and convenience in all charitable activities.

To empower individuals and communities to eliminate injustice around the world by making giving and volunteering more convenient, meaningful, and collaborative.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$5,518,136$5,881,459▲ $363,323
Pledges and Grants Receivable$37,038--
Accounts Receivable$14,816$11,633▼ $3,183
Total Assets$5,569,990$5,893,092▲ $323,102
Liabilities
Accounts Payable and Accrued Expenses$8,500$0▼ $8,500
Total Liabilities$8,500$0▼ $8,500
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,561,490$5,893,092▲ $331,602
Total Net Assets Fund Balance$5,561,490$5,893,092▲ $331,602
Total Liabilities and Net Assets / Fund Balance$5,569,990$5,893,092▲ $323,102
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Ryan SchafferChairman & Director
David BarrettPresident & Director
Cole EasonSecretary & Director
Stefanie StavriTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$522,096
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$158,953
Change in Net Assets
$331,602

Audited Revenue Reconciliation

Revenue per Audited Statements
$522,096
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$522,096
Total Revenue per Form 990
$522,096
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$182,518
Grants and Similar Amounts Paid$7,976
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$103,100-$103,100
Fees for Services Legal-$48,929-$48,929
Advertising$19,875--$19,875
Grants to Domestic Individuals$7,976--$7,976
Other Expenses$9,724$470-$470
Insurance-$410-$410
Office Expenses-$10-$10
Total Functional Expenses$37,575$152,919$0$190,494

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$215,390
Expenses per Audited Statements$190,494
Total Expenses per Form 990$190,494
Expenses Not Reported on Form 990$24,896
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Expensify.org's directors and officers, who all serve without compensation, are also employees of expensify.inc.”

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 is provided to the governing board for review prior to filing with the irs”

Form 990, Part VI, Section B, Line 12C

“Each director, each corporate officer, the top management official, the top financial official, and each key employee of the charity sign a conflict of interest policy. All such statements by directors and officers shall be filed with the minutes of the meetings of the board or committee; statements by others shall be retained in their personnel files.”

Form 990, Part VI, Section C, Line 19

“The governing documents and conflict of interest policy are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Expensifyorg
EIN
84-3862754
Phone
4154217555
Address
88 KEARNY STREET 1600, SAN FRANCISCO, CA 94104

Signing Officer

Name
Cole Eason
Title
Secretary
Phone
4154217555
Signed
2024-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ryan Schaffer
Formed
2019
Legal Domicile
De
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
18

Preparer

Firm
Moss Adams Llp
Address
101 SECOND STREET SUITE 900, SAN FRANCISCO, CA 94105
Preparer
Qi Wen Liang
Phone
4159561500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Expensify.org received determinations from the internal revenue service and the state of california recognizing it as an organization exempt from federal and state income tax, respectively, and, except for taxes on unrelated business income, is not subject to taxes on income. Currently, expensify.org does not have any activities subject to unrelated business income taxes. If taxable activities were conducted, expensify.org would record income taxes using the liability method, under which deferred tax assets and liabilities are determined based on the differences between the financial accounting and tax bases of assets and liabilities. Deferred tax assets or liabilities at the end of each period are determined using the currently enacted tax rate expected to apply to taxable income in the periods that the deferred tax asset or liability is expected to be realized or settled. Expensify.org recognizes the tax benefit from uncertain tax positions, only if it is more likely than not that the tax positions will be sustained on examination by the tax authorities, based on the technical merits of the position. The tax benefit is measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. At december 31, 2023, there were no such uncertain tax positions. The organization's returns for the tax years ended december 2021 through december 2023 remain open to examination. Expensify.org recognizes interest and penalties related to income tax matters in operating expenses. The organization has not recognized any interest and penalties related to income tax matters as of and for the year ended december 31, 2023.”

Raw XML AppendixShowing 400 of 402 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EXPENSIFY.ORG RECEIVED DETERMINATIONS FROM THE INTERNAL REVENUE SERVICE AND THE STATE OF CALIFORNIA RECOGNIZING IT AS AN ORGANIZATION EXEMPT FROM FEDERAL AND STATE INCOME TAX, RESPECTIVELY, AND, EXCEPT FOR TAXES ON UNRELATED BUSINESS INCOME, IS NOT SUBJECT TO TAXES ON INCOME. CURRENTLY, EXPENSIFY.ORG DOES NOT HAVE ANY ACTIVITIES SUBJECT TO UNRELATED BUSINESS INCOME TAXES. IF TAXABLE ACTIVITIES WERE CONDUCTED, EXPENSIFY.ORG WOULD RECORD INCOME TAXES USING THE LIABILITY METHOD, UNDER WHICH DEFERRED TAX ASSETS AND LIABILITIES ARE DETERMINED BASED ON THE DIFFERENCES BETWEEN THE FINANCIAL ACCOUNTING AND TAX BASES OF ASSETS AND LIABILITIES. DEFERRED TAX ASSETS OR LIABILITIES AT THE END OF EACH PERIOD ARE DETERMINED USING THE CURRENTLY ENACTED TAX RATE EXPECTED TO APPLY TO TAXABLE INCOME IN THE PERIODS THAT THE DEFERRED TAX ASSET OR LIABILITY IS EXPECTED TO BE REALIZED OR SETTLED. EXPENSIFY.ORG RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS, ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. AT DECEMBER 31, 2023, THERE WERE NO SUCH UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S RETURNS FOR THE TAX YEARS ENDED DECEMBER 2021 THROUGH DECEMBER 2023 REMAIN OPEN TO EXAMINATION. EXPENSIFY.ORG RECOGNIZES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS IN OPERATING EXPENSES. THE ORGANIZATION HAS NOT RECOGNIZED ANY INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS AS OF AND FOR THE YEAR ENDED DECEMBER 31, 2023.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalExpensesPerForm990Amt0190494
IRS990ScheduleD/TotalRevenuePerForm990Amt0522096
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0522096
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0215390
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1208
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1TEACHERS UNITE
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt18
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REQUIRES INDIVIDUALS TO PROVIDE PROOF OF VACCINATION, AS WELL AS SHARE A RECEIPT THAT INCLUDES A SUMMARY OF SNAP BENEFITS USED. THE ELIGIBILITY REQUIREMENTS ARE AS FOLLOWS: - AN INDIVIDUAL OR HOUSEHOLD WHO RECEIVES SNAP/EBT BENEFITS - HAS A US BANK ACCOUNT - IS AT LEAST 18 YEARS OLD ADDITIONAL INFORMATION CAN BE FOUND AT HTTPS://WWW.EXPENSIFY.ORG/SNAP-VAX. FUNDS ARE PROVIDED BASED ON THE ORDER SUBMISSIONS ARE RECEIVED. ELIGIBLE EXPENSES FOR OTHER FUNDING CATEGORIES ARE AVILABLE VIA THE EXPENSIFY.ORG WEBSITE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSIFY.ORG'S DIRECTORS AND OFFICERS, WHO ALL SERVE WITHOUT COMPENSATION, ARE ALSO EMPLOYEES OF EXPENSIFY.INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS PROVIDED TO THE GOVERNING BOARD FOR REVIEW PRIOR TO FILING WITH THE IRS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH DIRECTOR, EACH CORPORATE OFFICER, THE TOP MANAGEMENT OFFICIAL, THE TOP FINANCIAL OFFICIAL, AND EACH KEY EMPLOYEE OF THE CHARITY SIGN A CONFLICT OF INTEREST POLICY. ALL SUCH STATEMENTS BY DIRECTORS AND OFFICERS SHALL BE FILED WITH THE MINUTES OF THE MEETINGS OF THE BOARD OR COMMITTEE; STATEMENTS BY OTHERS SHALL BE RETAINED IN THEIR PERSONNEL FILES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0SOFTWARE COMPANY - EXPENSE MANAGEMENT SYSTEM
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AL
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IRS990/StatesWhereCopyOfReturnIsFldCd18NC
IRS990/StatesWhereCopyOfReturnIsFldCd19OR
IRS990/StatesWhereCopyOfReturnIsFldCd20PA
IRS990/StatesWhereCopyOfReturnIsFldCd21RI
IRS990/StatesWhereCopyOfReturnIsFldCd22SC
IRS990/StatesWhereCopyOfReturnIsFldCd23TN
IRS990/StatesWhereCopyOfReturnIsFldCd24VA
IRS990/StatesWhereCopyOfReturnIsFldCd25WV
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05569990
IRS990/TotalAssetsEOYAmt05893092
IRS990/TotalAssetsGrp/BOYAmt05569990
IRS990/TotalAssetsGrp/EOYAmt05893092
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0522096
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0152919
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt037575
IRS990/TotalFunctionalExpensesGrp/TotalAmt0190494
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt08500
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05561490
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05893092
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt037575
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094104
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0HTTPS://WWW.EXPENSIFY.ORG/
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0COLE EASON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04154217555
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EXPENSIFYORG
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ReturnHeader/Filer/EIN0843862754
ReturnHeader/Filer/PhoneNum04154217555
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ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSS ADAMS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0101 SECOND STREET SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum04159561500
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0QI WEN LIANG
ReturnHeader/ReturnTs02024-11-12T13:13:56-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,893,092
Liabilities
$0
Net assets
$5,893,092
Revenue
$522,096
Expenses
$190,494
Net income
$331,602
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.22$0.14$0.09
2023Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.52$0.19$0.33
2022Detailed filing. Detailed filing data is available for this year.$5.57$0.01$5.56$2.42$0.25$2.17
2021Detailed filing. Detailed filing data is available for this year.$3.38$0.01$3.37$3.71$0.39$3.31
2020Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.27$0.21$0.06