Civic Intelligence

Expanded Reach

990PF • Fiscal year 2023 • EIN 88-3729865

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 28, 2024

2205 Hilltop Dr Num 3011Redding, CA 96002

(415) 763-7960

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.02x

Higher debt load relative to assets than 73% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

77th percentile

0.04x

Higher debt load relative to revenue than 77% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

95th percentile

82%

Higher net margin than 95% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

92nd percentile

83%

Faster asset growth than 92% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

40th percentile

-2.9%

Faster revenue growth than 40% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$399,202

Up $181,082 (+83%) from 2022

Net Assets

Up

$391,589

Up $183,569 (+88%) from 2022

Liabilities

Down

$7,613

Down $2,487 (-25%) from 2022

Revenue

Down

$214,537

Down $6,301 (-2.9%) from 2022

Expenses

Up

$39,022

Up $8,698 (+29%) from 2022

Net Income

Down

$175,515

Down $14,999 (-7.9%) from 2022

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2022: $218,120Liabilities 2022: $10,100Net Assets 2022: $208,0202022Assets 2023: $399,202Liabilities 2023: $7,613Net Assets 2023: $391,5892023Assets 2024: $572,604Liabilities 2024: $0Net Assets 2024: $572,6042024

Highlighted filing

2023

Assets$399,202
Liabilities$7,613
Net Assets$391,589

Operations Trend

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

$300K$200K$100K$0Revenue 2022: $220,838Expenses 2022: $30,324Net Income 2022: $190,5142022Revenue 2023: $214,537Expenses 2023: $39,022Net Income 2023: $175,5152023Revenue 2024: $253,065Expenses 2024: $63,497Net Income 2024: $189,5682024

Highlighted filing

2023

Revenue$214,537
Expenses$39,022
Net Income$175,515
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 28, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADAM HOLTPresidnet-$0--
CONSTANCE CHENDirector-$0--
SIMON CROFTDirector-$0--
Filing and Contact Details

Filer

Filer Name
Expanded Reach
EIN
88-3729865
Phone
4157637960
Address
2205 HILLTOP DR NUM 3011, REDDING, CA 96002

Signing Officer

Name
Adam Holt
Title
Presidnet
Phone
4157637960
Signed
2024-02-28

Preparer

Firm
Jun Zhou CPA Ltd
Address
625 N MICHIGAN STE 1705, CHICAGO, IL 60611
Preparer
Jun Zhou
Phone
3128088899
Raw XML Appendix302 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01000
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02022-11-05
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0200DB
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt050829
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt012652
DepreciationSchedule/DepreciationPropertyGrp/LifeRt05.0000
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt019200
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0CAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt05611
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt188851
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt06433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt196451
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt02293
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-4462
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt01102
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-1067
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-1067
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt013034
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt013034
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0215604
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt012652
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt02293
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt02293
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0175515
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt034440
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01102
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01102
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-4462
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03395
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt05713
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05713
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0638
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0638
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt026370
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt039022
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03395
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0214537
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt013336
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt025988
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt05985
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt05985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt038902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-4462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-4462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt034440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WFC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-4462
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0175515
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt08054
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0391589
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0208020
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0391589
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt09210
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt09210
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt09210
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt09257
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt047
IRS990PF/DistributableAmountGrp/TotalTaxAmt047
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt047
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt047
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt047
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt047
IRS990PF/FMVAssetsEOYAmt0407624
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt010100
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt07613
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt094907
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0265771
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0265771
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt074078
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt094462
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0102884
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt011860
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt050829
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt049135
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt038969
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt038969
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0208020
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0391589
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0218120
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0399202
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0407624
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt010100
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt07613
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0218120
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0399202
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0208020
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0391589
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0187967
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0117447
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt070520
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02820
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt09257
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0185147
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0187967
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ADAM HOLT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CONSTANCE CHEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SIMON CROFT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDNET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02010 EL CAMINO REAL 2200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt150 SARATOGA AVE APT 353
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt250 SARATOGA AVE APT 353
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA CLARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SANTA CLARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SANTA CLARA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095050
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd195051
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd295051
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt026370
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt026370
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ADAM HOLT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02205 HILLTOP DR 3011
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0REDDING
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd096002
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04157637960
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0ADAM HOLT CONSTANCE CHEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt013034
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013034
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/AppliedToCurrentYearAmt09210
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09210
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010667
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt027827
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt017160
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010667
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026370
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt017160
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt027827
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010667
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ADAM HOLT
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1CONSTANCE CHEN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02010 EL CAMINO REAL 2200
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt150 SARATOGA AVE APT 33
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SANTA CLARA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SANTA CLARA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd095050
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd195051
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0150000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt165604
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt011969
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt111802
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0STOCK AAPL
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1STOCK VOO
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt011860
LandEtcSchedule2/LandEtcGrp/BookValueAmt038969
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt050829
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt038969
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OTHER BUSINESS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4POSTAGE&SHIPPING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6TRANSPORTATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7UTILITIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8COMMISSION
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01085
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11570
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt21286
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3117
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4169
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5313
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt61154
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt719
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01085
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11570
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21286
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3117
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4169
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5313
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt61154
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt719
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02486
OtherIncreasesSchedule/OtherIncreasesDetail/Amt14565
OtherIncreasesSchedule/OtherIncreasesDetail/Amt21003
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0DEP DISCREPANCY
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1CAPITAL GAIN ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2BS ADJUSTMENT FOR PREVIOUS YEAR
TaxesSchedule/TaxesDetail/Amt0636
TaxesSchedule/TaxesDetail/Amt12
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0636
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt12
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM HOLT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDNET
ReturnHeader/BusinessOfficerGrp/PhoneNum04157637960
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EXPANDED REACH
ReturnHeader/Filer/BusinessNameControlTxt0EXPA
ReturnHeader/Filer/EIN0883729865
ReturnHeader/Filer/PhoneNum04157637960
ReturnHeader/Filer/USAddress/AddressLine1Txt02205 HILLTOP DR NUM 3011
ReturnHeader/Filer/USAddress/CityNm0REDDING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd096002
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463402870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JUN ZHOU CPA LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0625 N MICHIGAN STE 1705
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060611
ReturnHeader/PreparerPersonGrp/PhoneNum03128088899
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUN ZHOU
ReturnHeader/ReturnTs02024-10-15T16:17:01-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings