Civic Intelligence

Conling Chen Benevolent Trust

990PF • Fiscal year 2010 • EIN 93-6208669

Jan 01, 2010 to Dec 31, 2010 • Filed on Aug 31, 2010

835 San Miguel Rd94518
Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2010 filings • <$500k nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

2010 filings • <$500k nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

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

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$199,656

No earlier filing loaded for comparison.

Net Assets

$199,656

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$1,713

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $199,656Liabilities 2010: $0Net Assets 2010: $199,6562010Assets 2011: $157,814Liabilities 2011: $0Net Assets 2011: $157,8142011Assets 2012: $166,084Liabilities 2012: $1,650Net Assets 2012: $164,4342012Assets 2013: $163,796Liabilities 2013: $95Net Assets 2013: $163,7012013Assets 2014: $183,245Liabilities 2014: $95Net Assets 2014: $183,1502014Assets 2015: $181,358Liabilities 2015: $95Net Assets 2015: $181,2632015Assets 2016: $140,484Liabilities 2016: $95Net Assets 2016: $140,3892016Assets 2017: $141,099Liabilities 2017: $95Net Assets 2017: $141,0042017Assets 2018: $135,823Liabilities 2018: $95Net Assets 2018: $135,7282018Assets 2019: $129,026Liabilities 2019: $95Net Assets 2019: $128,9312019Assets 2020: $129,053Liabilities 2020: $95Net Assets 2020: $128,9582020Assets 2021: $122,545Liabilities 2021: $95Net Assets 2021: $122,4502021Assets 2022: $122,625Liabilities 2022: $0Net Assets 2022: $122,6252022Assets 2023: $125,756Liabilities 2023: $0Net Assets 2023: $125,7562023Assets 2024: $131,220Liabilities 2024: $0Net Assets 2024: $131,2202024

Highlighted filing

2010

Assets$199,656
Liabilities$0
Net Assets$199,656

Operations Trend

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

$40K$20K$0-$20K-$40K-$60KExpenses 2010: $1,7132010Expenses 2011: $3,1172011Expenses 2012: $2,3762012Revenue 2013: $517Expenses 2013: $1,250Net Income 2013: -$7332013Revenue 2014: $20,699Expenses 2014: $1,250Net Income 2014: $19,4492014Revenue 2015: $7,351Expenses 2015: $9,238Net Income 2015: -$1,8872015Revenue 2016: -$39,567Expenses 2016: $1,307Net Income 2016: -$40,8742016Revenue 2017: $2,265Expenses 2017: $1,650Net Income 2017: $6152017Revenue 2018: $265Expenses 2018: $5,241Net Income 2018: -$4,9762018Revenue 2019: $325Expenses 2019: $7,122Net Income 2019: -$6,7972019Revenue 2020: $27Expenses 2020: $0Net Income 2020: $272020Revenue 2021: $12Expenses 2021: $6,520Net Income 2021: -$6,5082021Revenue 2022: $175Expenses 2022: $0Net Income 2022: $1752022Revenue 2023: $3,131Expenses 2023: $0Net Income 2023: $3,1312023Revenue 2024: $5,464Expenses 2024: $0Net Income 2024: $5,4642024

Highlighted filing

2010

Revenue-
Expenses$1,713
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Aug 31, 2010
Return Version
2010v3.4
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES SHIELDSTrusteePT$0--
Filing and Contact Details

Filer

EIN
93-6208669
Raw XML Appendix198 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV060045
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0CORPORATE STOCKS
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome015
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA015
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice01472002
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm015
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss015
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0-26389
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm0-264
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0-264
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss01713
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome0-264
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0-26638
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss01713
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IRS990PF/BalanceSheets/InvestmentsCorpStockEOY080006
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV060045
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY0214061
IRS990PF/BalanceSheets/RetainedEarningsEOY0199656
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY085936
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0116421
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0116421
IRS990PF/BalanceSheets/TotalAssetsBOY0214061
IRS990PF/BalanceSheets/TotalAssetsEOY0199656
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0179695
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0214061
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0199656
IRS990PF/BalanceSheets/TotalNetAssetsBOY0214061
IRS990PF/BalanceSheets/TotalNetAssetsEOY0199656
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-28351
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases013946
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0199656
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0214061
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0199656
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0179695
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable00
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn00
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition010
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0JAMES SHIELDS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10835 SAN MIGUEL RD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0CONCORD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode094518
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets00
IRS990PF/QualifyingDistributions/ExpensesAndContributions00
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JAMES SHIELDS
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09256820634
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10835 SAN MIGUEL RD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0CONCORD
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode094518
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherDecreasesSchedule/OtherDecreases/Amount013946
OtherDecreasesSchedule/OtherDecreases/Description0PENDING TRADES C SCHWAB
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0-264
OtherIncomeSchedule2/OtherIncome/Description0KINDER MORGAN K-1 INCOME
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0-264
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0-264
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome030
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome110
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome21410
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome3263
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount030
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount110
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount21410
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount3263
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0CHARLES SCHWAB BROKERAGE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1MISCELLANEOUS
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category2LEGAL AND ACCOUNTING
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category3CHAPLAIN
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps10
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps20
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps30
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome030
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome110
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome21410
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome3263
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0936208669
ReturnHeader/Filer/Name/BusinessNameLine10CONLING CHEN BENEVOLENT TRUST
ReturnHeader/Filer/NameControl0CHEN
ReturnHeader/Filer/USAddress/AddressLine10835 SAN MIGUEL RD
ReturnHeader/Filer/USAddress/City0CONCORD
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094518
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02010-08-31
ReturnHeader/Officer/Name0JAMES M SHIELDS
ReturnHeader/Officer/Phone09256820634
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Dean M Lumbert CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102140 Jefferson St NUM150
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Napa
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode094559
ReturnHeader/Preparer/Name0Dean M Lumbert
ReturnHeader/Preparer/Phone07072551215
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-09-01T11:45:21-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.05$0.00$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.03$0.00$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.22$0.00$0.07$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.00$0.07$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.00$0.05$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.02$0.02$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.40$0.01$0.41
2015Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.07$0.09$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.21$0.01$0.19
2013Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.01$0.01$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.66$0.02$1.64$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.03
2010Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.02