Civic Intelligence

Conling Chen Benevolent Trust

990PF • Fiscal year 2022 • EIN 93-6208669

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 01, 2024

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

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

52nd percentile

0.1%

Faster asset growth than 52% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

98th percentile

1358%

Faster revenue growth than 98% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$122,625

Up $80 (+0.1%) from 2021

Net Assets

Up

$122,625

Up $175 (+0.1%) from 2021

Liabilities

Down

$0

Down $95 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin99th percentile

Revenue

Up

$175

Up $163 (+1358%) from 2021

Expenses

Down

$0

Down $6,520 (-100%) from 2021

Net Income

Up

$175

Up $6,683 (+103%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2022

Assets$122,625
Liabilities$0
Net Assets$122,625
Open 2022 Filing

Operations Trend

Revenue Growth98th 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

2022

Revenue$175
Expenses$0
Net Income$175
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 1, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

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
2024-02-01
Discuss with paid preparer
Yes

Preparer

Firm
MUN CPAs LLP
Address
2901 Douglas Blvd Ste 290, Roseville, CA 95661
Preparer
Louis P Catalano CPA
Phone
9167744208
Raw XML Appendix188 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01600
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 12/31/2022 AND FOR THE DURATION OF THE 2022 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.
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0175
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0175
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0175
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0175
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0175
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0175
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0175
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0175
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0175
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0175
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0175
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0175
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0122625
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0122450
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0122625
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05926
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05926
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05926
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05926
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt0122625
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt095
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0122450
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0122625
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0122545
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0122625
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0122625
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0122545
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0122625
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0122625
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt095
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0122545
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0122625
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0122450
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0122625
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0120320
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0120320
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01805
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05926
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0118515
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0120320
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES SHIELDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALBERT B COONEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2STEVEN R ROLLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0405 KELSE COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1405 KELSE COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2405 KELSE COURT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ROSEVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ROSEVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ROSEVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd095661
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd195661
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd295661
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/UncorrectedPriorActsInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0405 Kelse Court
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Roseville
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd095661
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Jim Shields
IRS990PF/StatementsRegardingActyGrp/PhoneNum09253480345
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt05926
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05881
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05881
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05881
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05881
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt045
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES SHIELDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Conling Chen Benevolent Trust
ReturnHeader/Filer/BusinessNameControlTxt0CONL
ReturnHeader/Filer/EIN0936208669
ReturnHeader/Filer/PhoneNum09253480345
ReturnHeader/Filer/USAddress/AddressLine1Txt0405 Kelse Court
ReturnHeader/Filer/USAddress/CityNm0Roseville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095661
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200276349
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MUN CPAs LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02901 Douglas Blvd Ste 290
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Roseville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095661
ReturnHeader/PreparerPersonGrp/PhoneNum09167744208
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Louis P Catalano CPA
ReturnHeader/ReturnTs02024-02-01T09:20:14-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHIELDS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$122,625
Liabilities
$0
Net assets
$122,625
Revenue
$175
Expenses
$0
Net income
$175
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