Civic Intelligence

Conling Chen Benevolent Trust

990PF • Fiscal year 2018 • EIN 93-6208669

Jan 01, 2018 to Dec 31, 2018 • Filed on May 21, 2019

Organization Profile
405 Kelse CourtRoseville, CA 95661

(925) 348-0345

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

91st percentile

0.36x

Higher debt load relative to revenue than 91% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

1st percentile

-1878%

Higher net margin than 1% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

38th percentile

-3.7%

Faster asset growth than 38% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

3rd percentile

-88%

Faster revenue growth than 3% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$135,823

Down $5,276 (-3.7%) from 2017

Net Assets

Down

$135,728

Down $5,276 (-3.7%) from 2017

Liabilities

Flat

$95

Flat from 2017

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin1st percentile

Revenue

Down

$265

Down $2,000 (-88%) from 2017

Expenses

Up

$5,241

Up $3,591 (+218%) from 2017

Net Income

Down

-$4,976

Down $5,591 (-909%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

2018

Assets$135,823
Liabilities$95
Net Assets$135,728
Open 2018 Filing

Operations Trend

Revenue Growth3rd percentile

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

2018

Revenue$265
Expenses$5,241
Net Income-$4,976
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 21, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES SHIELDSTrusteePT$0--
ALBERT B COONEYTrusteePT$0--
STEVEN R ROLLANTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Conling Chen Benevolent Trust
EIN
93-6208669
Phone
9253480345
Address
405 Kelse Court, Roseville, CA 95661

Signing Officer

Name
James Shields
Title
Trustee
Signed
2019-05-21
Discuss with paid preparer
Yes

Preparer

Firm
MANN URRUTIA NELSON CPAs & ASSOC LLP
Address
2901 Douglas Blvd Suite 290, Roseville, CA 95661-3824
Preparer
Louis P Catalano CPA
Phone
9167744208
Raw XML Appendix226 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0300
CashDeemedCharitableExplnStmt/ShortExplanationTxt0THE CONLING CHEN BENEVOLENT TRUST EXISTS PRIMARILY TO PROVIDE FINANCIAL AID TO MILITARY VETERANS.THE TRUST DOCUMENTS FOR THE ORGANIZATION STATE THAT THE ENTITY IS TO MAINTAIN A CERTAIN MINIMUM PRINCIPLE INVESTMENT BEFORE IT CAN DISTRIBUTE OUT MONEY FOR ITS CHARITABLE PURPOSE. AS OF 12/31/2018, AND FOR THE DURATION OF THE 2018 TAX YEAR, THAT MINIMUM INVESTMENT AMOUNT HAS NOT BEEN EXCEEDED. AS SUCH, ALL THE CASH HELD WITH THE ORGANIZATION HAS BEEN DEEMED TO BE HELD FOR ITS CHARITABLE PURPOSE.
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
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ReturnHeader/Filer/EIN0936208669
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ReturnHeader/Filer/USAddress/CityNm0Roseville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095661
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200276349
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MANN URRUTIA NELSON CPAs & ASSOC LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02901 Douglas Blvd Suite 290
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Roseville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0956613824
ReturnHeader/PreparerPersonGrp/PhoneNum09167744208
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Louis P Catalano CPA
ReturnHeader/ReturnTs02019-05-21T11:14:27-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$135,823
Liabilities
$95
Net assets
$135,728
Revenue
$265
Expenses
$5,241
Net income
-$4,976
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