Civic Intelligence

The Soar Foundation

990 • Fiscal year 2018 • EIN 94-3255490

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 31, 2019

Organization ProfileWWW.SOARONLINE.ORG
39812 mission blvd suite 203fremont, CA 94539

(510) 675-0680

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.05x

Higher debt load relative to assets than 43% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

64th percentile

0.20x

Higher debt load relative to revenue than 64% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

69th percentile

8.2%

Faster asset growth than 69% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

68th percentile

13%

Faster revenue growth than 68% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$2,949,258

Up $222,875 (+8.2%) from 2017

Net Assets

Up

$2,787,054

Up $103,342 (+3.9%) from 2017

Liabilities

Up

$162,204

Up $119,533 (+280%) from 2017

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin77th percentile

Revenue

Up

$829,101

Up $97,106 (+13%) from 2017

Expenses

Up

$665,781

Up $65,137 (+11%) from 2017

Net Income

Up

$163,320

Up $31,969 (+24%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$10M$5.0M$0Assets 2010: $402,322Liabilities 2010: $0Net Assets 2010: $402,3222010Assets 2011: $540,046Liabilities 2011: $2Net Assets 2011: $540,0442011Assets 2012: $562,676Liabilities 2012: $0Net Assets 2012: $562,6762012Assets 2013: $729,834Liabilities 2013: $0Net Assets 2013: $729,8342013Assets 2014: $1,649,255Liabilities 2014: $0Net Assets 2014: $1,649,2552014Assets 2015: $2,034,684Liabilities 2015: $0Net Assets 2015: $2,034,6842015Assets 2016: $2,552,361Liabilities 2016: $0Net Assets 2016: $2,552,3612016Assets 2017: $2,726,383Liabilities 2017: $42,671Net Assets 2017: $2,683,7122017Assets 2018: $2,949,258Liabilities 2018: $162,204Net Assets 2018: $2,787,0542018Assets 2019: $3,601,951Liabilities 2019: $220,623Net Assets 2019: $3,381,3282019Assets 2020: $5,062,584Liabilities 2020: $628,984Net Assets 2020: $4,433,6002020Assets 2021: $5,611,233Liabilities 2021: $287,081Net Assets 2021: $5,324,1522021Assets 2022: $4,597,945Liabilities 2022: $0Net Assets 2022: $4,597,9452022Assets 2023: $6,016,345Liabilities 2023: $436,726Net Assets 2023: $5,579,6192023Assets 2024: $8,414,595Liabilities 2024: $315,985Net Assets 2024: $8,098,6102024

Highlighted filing

2018

Assets$2,949,258
Liabilities$162,204
Net Assets$2,787,054
Open 2018 Filing

Operations Trend

Revenue Growth68th percentile

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

$2.0M$1.5M$1.0M$500K$0Expenses 2010: $573,5552010Expenses 2011: $332,4252011Revenue 2012: $455,628Expenses 2012: $438,436Net Income 2012: $17,1922012Revenue 2013: $598,957Expenses 2013: $431,799Net Income 2013: $167,1582013Revenue 2014: $1,358,243Expenses 2014: $439,773Net Income 2014: $918,4702014Revenue 2015: $900,288Expenses 2015: $514,859Net Income 2015: $385,4292015Revenue 2016: $1,066,124Expenses 2016: $548,447Net Income 2016: $517,6772016Revenue 2017: $731,995Expenses 2017: $600,644Net Income 2017: $131,3512017Revenue 2018: $829,101Expenses 2018: $665,781Net Income 2018: $163,3202018Revenue 2019: $1,243,130Expenses 2019: $648,856Net Income 2019: $594,2742019Revenue 2020: $1,836,099Expenses 2020: $783,827Net Income 2020: $1,052,2722020Revenue 2021: $1,552,895Expenses 2021: $920,038Net Income 2021: $632,8572021Revenue 2022: $1,030,216Expenses 2022: $706,495Net Income 2022: $323,7212022Revenue 2023: $1,661,698Expenses 2023: $680,024Net Income 2023: $981,6742023Revenue 2024: $1,805,263Expenses 2024: $630,924Net Income 2024: $1,174,3392024

Highlighted filing

2018

Revenue$829,101
Expenses$665,781
Net Income$163,320
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 31, 2019
Return Version
2018v3.1
Gross Receipts
$2,492,015
Mission and Program Overview

Mission

To grant junior and senior high school scholarships and college scholarships to china and taiwan rural area poverty students.

To grant junior and senior high school scholarships and college scholarships to china and taiwan rural area in poverty.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,660,896$1,714,097▲ $53,201
Cash and Non-Interest-Bearing Accounts$193,230$1,085,894▲ $892,664
Savings and Temporary Cash Investments$857,999$144,644▼ $713,355
Prepaid Expenses and Deferred Charges$9,367$0▼ $9,367
Land, Buildings, and Equipment, Net$2,659$3,875▲ $1,216
Accounts Receivable$484$0▼ $484
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,726,383$2,949,258▲ $222,875
Other Assets Total$1,748$748▼ $1,000
Liabilities
Accounts Payable and Accrued Expenses$42,671$162,204▲ $119,533
Total Liabilities$42,671$162,204▲ $119,533
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,493,253$1,714,097▲ $220,844
Unrestricted Net Assets$1,190,459$1,072,957▼ $117,502
Total Net Assets Fund Balance$2,683,712$2,787,054▲ $103,342
Total Liabilities and Net Assets / Fund Balance$2,726,383$2,949,258▲ $222,875

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,875$23,172$27,047
Other Land Buildings-$1,394$1,394
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Rebecca ChangPresident
Li LiVice President
Angelina YeeBoard Member
Bonnie YipBoard Member
Chin ChenBoard Member
Davy KaoBoard Member
Eva XuBoard Member
Kc HuaBoard Member
Lily HsuehBoard Member
Lisa GuoBoard Member
Lois HuangBoard Member
Moon-pin TzeBoard Member
Phil ChoongBoard Member
Siu-fong ChangBoard Member
Suey-ju KaoBoard Member
Tzuo Chang LeeBoard Member
Annie ChenCFO
Derfung KaoSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$577,362
Program Service Revenue
$0
Investment Income
$251,739
Other Revenue
$0
All Other Contributions
$448,192
Change in Net Assets
$163,320
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$602,320
Other Expenses$63,461
Total Fundraising Expense$19,167
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$602,320--$602,320
Occupancy-$10,968-$10,968
All Other Expenses-$8,148-$8,148
Other Expenses-$3,670$19,167$3,670
Depreciation Depletion-$1,471-$1,471
Total Functional Expenses$602,320$44,294$19,167$665,781
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$126,195---
Total Events$126,195---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
The Soar Foundation
EIN
94-3255490
Phone
5106750680
Address
39812 mission blvd suite 203, fremont, CA 94539

Signing Officer

Name
Annie Chen
Title
CFO
Signed
2019-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rebecca Chang
Formed
1995
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
0
Employees
0

Preparer

Firm
Wang Accountancy Corp
Address
28 N First St Suite 900, San Jose, CA 95113
Preparer
Jung-Mei Rosemary Wang
Phone
4089981688
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“foreign currency exchange expense = -$8237”

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IRS990/Form990PartVIISectionAGrp/TitleTxt16Secretary
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IRS990/LandBldgEquipCostOrOtherBssAmt028441
IRS990/LegalDomicileStateCd0CA
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IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt02975
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO GRANT JUNIOR AND SENIOR HIGH SCHOOL SCHOLARSHIPS AND COLLEGE SCHOLARSHIPS TO CHINA AND TAIWAN RURAL AREA IN POVERTY.
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-296252
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt010968
IRS990/OccupancyGrp/TotalAmt010968
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt01748
IRS990/OtherAssetsTotalGrp/EOYAmt0748
IRS990/OtherChangesInNetAssetsAmt0-8237
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IRS990/OtherExpensesGrp/Desc0FUNDRAISING
IRS990/OtherExpensesGrp/Desc1COMPENSATION
IRS990/OtherExpensesGrp/Desc2NOMINATORS EXPENSE
IRS990/OtherExpensesGrp/Desc3BANK CHARGES & FEES
IRS990/OtherExpensesGrp/FundraisingAmt019167
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010669
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19368
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23670
IRS990/OtherExpensesGrp/TotalAmt019167
IRS990/OtherExpensesGrp/TotalAmt110669
IRS990/OtherExpensesGrp/TotalAmt29368
IRS990/OtherExpensesGrp/TotalAmt33670
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
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IRS990/PartialLiquidationInd0false
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,949,258
Liabilities
$162,204
Net assets
$2,787,054
Revenue
$829,101
Expenses
$665,781
Net income
$163,320
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.41$0.32$8.10$1.81$0.63$1.17
2023Detailed filing. Detailed filing data is available for this year.$6.02$0.44$5.58$1.66$0.68$0.98
2022Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$1.03$0.71$0.32
2021Detailed filing. Detailed filing data is available for this year.$5.61$0.29$5.32$1.55$0.92$0.63
2020Detailed filing. Detailed filing data is available for this year.$5.06$0.63$4.43$1.84$0.78$1.05
2019Detailed filing. Detailed filing data is available for this year.$3.60$0.22$3.38$1.24$0.65$0.59
2018Detailed filing. Detailed filing data is available for this year.$2.95$0.16$2.79$0.83$0.67$0.16
2017Detailed filing. Detailed filing data is available for this year.$2.73$0.04$2.68$0.73$0.60$0.13
2016Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$1.07$0.55$0.52
2015Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.90$0.51$0.39
2014Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$1.36$0.44$0.92
2013Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.60$0.43$0.17
2012Summary only. Only limited summary data is available for this year.$0.56$0.00$0.56$0.46$0.44$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.00$0.54$0.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.00$0.40$0.57