Liabilities / Assets
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
80th percentile
Higher top officer pay than 80% of similar nonprofits.
Asset Growth
20th percentile
Faster asset growth than 20% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Assets
Down$157,814
Down $41,842 (-21%) from 2010
Net Assets
Down$157,814
Down $41,842 (-21%) from 2010
Liabilities
Flat$0
Flat from 2010
Revenue
-
No earlier filing loaded for comparison.
Expenses
Up$3,117
Up $1,404 (+82%) from 2010
Net Income
-
No earlier filing loaded for comparison.
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JAMES SHIELDS | Trustee | PT | $0 | - | - |
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 0 | 149211 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 0 | 145545 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 0 | PUBLICLY TRADED SECURITIES |
| IRS990PF/AddressChange | 0 | X |
| IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome | 0 | 3187 |
| IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/RelatedOrExemptFunctionIncome | 0 | 4 |
| IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome | 0 | 3191 |
| IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA | 0 | 3191 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm | 0 | 3124 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss | 0 | 3124 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses | 0 | -41842 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice | 0 | 190641 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm | 0 | 4 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss | 0 | 4 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss | 0 | -41916 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome | 0 | 11 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB | 0 | X |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncm | 0 | 63 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss | 0 | 63 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncm | 0 | 3117 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm | 0 | 3117 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss | 0 | 3117 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome | 0 | 63 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm | 0 | 3117 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm | 0 | 3117 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss | 0 | 3117 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome | 0 | 3128 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses | 0 | -38725 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm | 0 | 3117 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm | 0 | 3117 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss | 0 | 3117 |
| IRS990PF/BalanceSheets/CashBOY | 0 | 3229 |
| IRS990PF/BalanceSheets/CashEOY | 0 | 3229 |
| IRS990PF/BalanceSheets/CashEOYFMV | 0 | 3229 |
| IRS990PF/BalanceSheets/InvestmentsCorpStockBOY | 0 | 80006 |
| IRS990PF/BalanceSheets/InvestmentsCorpStockEOY | 0 | 149211 |
| IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV | 0 | 145545 |
| IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS117 | 0 | X |
| IRS990PF/BalanceSheets/RetainedEarningsBOY | 0 | 199656 |
| IRS990PF/BalanceSheets/RetainedEarningsEOY | 0 | 157814 |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY | 0 | 116421 |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY | 0 | 5374 |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV | 0 | 5374 |
| IRS990PF/BalanceSheets/TotalAssetsBOY | 0 | 199656 |
| IRS990PF/BalanceSheets/TotalAssetsEOY | 0 | 157814 |
| IRS990PF/BalanceSheets/TotalAssetsEOYFMV | 0 | 154148 |
| IRS990PF/BalanceSheets/TotalLiabilitiesBOY | 0 | 0 |
| IRS990PF/BalanceSheets/TotalLiabilitiesEOY | 0 | 0 |
| IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY | 0 | 199656 |
| IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY | 0 | 157814 |
| IRS990PF/BalanceSheets/TotalNetAssetsBOY | 0 | 199656 |
| IRS990PF/BalanceSheets/TotalNetAssetsEOY | 0 | 157814 |
| IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses | 0 | -41842 |
| IRS990PF/ChangesInNetAssetsFundBalances/Subtotal | 0 | 157814 |
| IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY | 0 | 199656 |
| IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY | 0 | 157814 |
| IRS990PF/DistributableAmount/DistributableAmountAsAdjusted | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection511 | 0 | 0 |
| IRS990PF/ExemptPF | 0 | X |
| IRS990PF/FMVAssetsEOY | 0 | 154148 |
| IRS990PF/MethodOfAccountingCash | 0 | X |
| IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets | 0 | 0 |
| IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets | 0 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE | 0 | NONE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE | 0 | NONE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 0 | 5 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 0 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc | 0 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances | 0 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 0 | JAMES SHIELDS |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 0 | TRUSTEE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1 | 0 | 405 KELSE CT |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City | 0 | ROSEVILLE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State | 0 | CA |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode | 0 | 95661 |
| IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct | 0 | 0 |
| IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets | 0 | 0 |
| IRS990PF/QualifyingDistributions/ExpensesAndContributions | 0 | 0 |
| IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported | 0 | false |
| IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract | 0 | false |
| IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets | 0 | true |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName | 0 | JAMES SHIELDS |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber | 0 | 9253480345 |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1 | 0 | 405 KELSE CT |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City | 0 | ROSEVILLE |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State | 0 | CA |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode | 0 | 95661 |
| IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws | 0 | false |
| IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr | 0 | true |
| IRS990PF/StatementsRegardingActivities/ForeignBank | 0 | false |
| IRS990PF/StatementsRegardingActivities/Form1120POLFiled | 0 | false |
| IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG | 0 | true |
| IRS990PF/StatementsRegardingActivities/InterestInControlledEntity | 0 | false |
| IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities | 0 | false |
| IRS990PF/StatementsRegardingActivities/MoreThan100Spent | 0 | false |
| IRS990PF/StatementsRegardingActivities/NewSubstantialContributors | 0 | false |
| IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation | 0 | false |
| IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e | 0 | true |
| IRS990PF/StatementsRegardingActivities/StatesFiledWith | 0 | CA |
| IRS990PF/StatementsRegardingActivities/TerminationEtc | 0 | false |
| IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000 | 0 | false |
| IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/BusinessHoldings | 0 | false |
| IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals | 0 | false |
| IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations | 0 | false |
| IRS990PF/StatementsRegardingActy4720/InfluenceElection | 0 | false |
| IRS990PF/StatementsRegardingActy4720/InfluenceLegislation | 0 | false |
| IRS990PF/StatementsRegardingActy4720/JeopardyInvestments | 0 | false |
| IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose | 0 | false |
| IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical | 0 | false |
| IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract | 0 | false |
| IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn | 0 | false |
| IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract | 0 | false |
| IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied | 0 | false |
| IRS990PF/SupplementaryInformation/OnlyContributesToPreselected | 0 | X |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO | 0 | false |
| IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted | 0 | 0 |
| IRS990PF/UndistributedIncome/UndistributedIncomeCY | 0 | 0 |
| OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome | 0 | 63 |
| OtherIncomeSchedule2/OtherIncome/Description | 0 | NON-DIVIDEND DISTRIBUTIONS |
| OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome | 0 | 0 |
| OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks | 0 | 63 |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome | 0 | 1300 |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome | 1 | 0 |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome | 2 | 1250 |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome | 3 | 567 |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount | 0 | 1300 |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount | 1 | 0 |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount | 2 | 1250 |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount | 3 | 567 |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/Category | 0 | CHARLES SCHWAB BROKERAGE FEES |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/Category | 1 | MISCELLANEOUS |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/Category | 2 | LEGAL AND ACCOUNTING |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/Category | 3 | CHAPLAIN |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps | 0 | 0 |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps | 1 | 0 |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps | 2 | 0 |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps | 3 | 0 |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome | 0 | 1300 |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome | 1 | 0 |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome | 2 | 1250 |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome | 3 | 567 |
| ReturnHeader/BuildTS | 0 | 2016-03-07 17:11:31Z |
| ReturnHeader/Filer/EIN | 0 | 936208669 |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | CONLING CHEN BENEVOLENT TRUST |
| ReturnHeader/Filer/NameControl | 0 | CHEN |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 405 KELSE CT |
| ReturnHeader/Filer/USAddress/City | 0 | ROSEVILLE |
| ReturnHeader/Filer/USAddress/State | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 95661 |
| ReturnHeader/Officer/AuthorizeThirdParty | 0 | true |
| ReturnHeader/Officer/DateSigned | 0 | 2012-07-12 |
| ReturnHeader/Officer/Name | 0 | JAMES M SHIELDS |
| ReturnHeader/Officer/Phone | 0 | 9253480345 |
| ReturnHeader/Officer/Title | 0 | TRUSTEE |
| ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1 | 0 | Dean M Lumbert CPA |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1 | 0 | 2140 Jefferson St Suite 150 |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City | 0 | Napa |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State | 0 | CA |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode | 0 | 94559 |
| ReturnHeader/Preparer/Name | 0 | Dean M Lumbert |
| ReturnHeader/Preparer/Phone | 0 | 7072551215 |
| ReturnHeader/Preparer/SelfEmployed | 0 | X |
| ReturnHeader/ReturnType | 0 | 990PF |
| ReturnHeader/TaxPeriodBeginDate | 0 | 2011-01-01 |
| ReturnHeader/TaxPeriodEndDate | 0 | 2011-12-31 |
| ReturnHeader/TaxYear | 0 | 2011 |
| ReturnHeader/Timestamp | 0 | 2012-07-13T09:06:27-07:00 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.