Civic Intelligence

Open Tai Chi Foundation

990EZ • Fiscal year 2023 • EIN 93-1388666

May 01, 2023 to Dec 31, 2023 • Filed on Nov 04, 2024

Organization Profilewww.opentaichi.org
1395 El Camino RealMillbrae, CA 94030

(941) 287-8386

Siviq Scores

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

Liabilities / Assets

84th percentile

0.20x

Higher debt load relative to assets than 84% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

84th percentile

0.13x

Higher debt load relative to revenue than 84% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

91st percentile

54%

Higher net margin than 91% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$15,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 15.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets84th percentile

Assets

$66,753

No earlier filing loaded for comparison.

Net Assets

$53,493

No earlier filing loaded for comparison.

Liabilities

$13,260

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin91st percentile

Revenue

$99,893

No earlier filing loaded for comparison.

Expenses

$46,400

No earlier filing loaded for comparison.

Net Income

$53,493

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0Assets 2023: $66,753Liabilities 2023: $13,260Net Assets 2023: $53,4932023Assets 2024: $93,304Liabilities 2024: $1,303Net Assets 2024: $92,0012024

Highlighted filing

2023

Assets$66,753
Liabilities$13,260
Net Assets$53,493
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0Revenue 2023: $99,893Expenses 2023: $46,400Net Income 2023: $53,4932023Revenue 2024: $191,141Expenses 2024: $152,633Net Income 2024: $38,5082024

Highlighted filing

2023

Revenue$99,893
Expenses$46,400
Net Income$53,493
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Dec 31, 2023
Signed
Nov 4, 2024
Return Version
2023v5.1
Gross Receipts
$99,893
Mission and Program Overview

Mission

Foster communities promoting health, happiness, and quality of life through the practical application of Tai Chi philosophy.

Program Services

DescriptionGrantsExpenses
Foster communities promoting health, happiness, and quality of life throughthe practical application of Tai Chi philosophy.$0$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMIN WUChairperson Of BoardFT$15,000-$15,000
DINO OLIVACEOPT$0--
BONNIE JOESecretary-$0--
JAIME EXLEYCFO-$0--
Filing and Contact Details

Filer

Filer Name
Open Tai Chi Foundation
EIN
93-1388666
Phone
9412878386
Address
1395 EL CAMINO REAL, MILLBRAE, CA 94030

Signing Officer

Name
Dino Oliva
Title
CEO
Phone
9412878386
Signed
2024-11-04

Preparer

Firm
Bay Area Service LLC
Address
851 Burlway Rd Ste 103, Burlingame, CA 94010
Preparer
David Yu
Phone
6504016160
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Legal fees 17386.”

Form 990EZ, Part I, Line 16

“Rent 12000.”

Form 990EZ, Part I, Line 16

“Utilities 467.”

Form 990EZ, Part I, Line 16

“Bank fees 8.”

Form 990EZ, Part I, Line 16

“Office expenses 111.”

Form 990EZ, Part II, Line 26

“Prepaid 0. 10000.”

Form 990EZ, Part II, Line 26

“Payroll liability 0. 3260.”

Raw XML Appendix155 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0Yvonnie Ho
IRS990EZ/BooksInCareOfDetail/PhoneNum04153947027
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01395 EL CAMINO REAL UNIT E
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MILLBRAE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094030
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
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IRS990EZ/ContributionsGiftsGrantsEtcAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt053493
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
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IRS990EZ/FundraisingGrossIncomeAmt00
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt053493
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt053493
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt315000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DINO OLIVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BONNIE JOE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAIME EXLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3AMIN WU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CFO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CHAIRPERSON OF BOARD
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029972
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Foster communities promoting health, happiness, and quality of life through the practical application of Tai Chi philosophy.
IRS990EZ/ProgramServiceRevenueAmt099893
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Foster communities promoting health, happiness, and quality of life throughthe practical application of Tai Chi philosophy.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt016428
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt013260
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046400
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt099893
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.opentaichi.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04400
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04400
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt04400
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04400
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04400
IRS990ScheduleA/TotalSupportAmt04400
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Legal fees 17386.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Rent 12000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Utilities 467.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank fees 8.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Office expenses 111.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Prepaid 0. 10000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Payroll liability 0. 3260.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DINO OLIVA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09412878386
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Open Tai Chi Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OPEN
ReturnHeader/Filer/EIN0931388666
ReturnHeader/Filer/PhoneNum09412878386
ReturnHeader/Filer/USAddress/AddressLine1Txt01395 EL CAMINO REAL
ReturnHeader/Filer/USAddress/CityNm0MILLBRAE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094030
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272524426
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bay Area Service LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0851 Burlway Rd Ste 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Burlingame
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094010
ReturnHeader/PreparerPersonGrp/PhoneNum06504016160
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID YU
ReturnHeader/ReturnTs02024-11-11T10:46:46-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-05-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$66,753
Liabilities
$13,260
Net assets
$53,493
Revenue
$99,893
Expenses
$46,400
Net income
$53,493
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.01$0.92$1.91$1.53$0.39
2023Detailed filing. Detailed filing data is available for this year.$0.67$0.13$0.53$1.00$0.46$0.53