Civic Intelligence

Tunghai University Endowment Fund for Academic Advancement USA

EIN 94-3373766 • 501(c)3 • Monte Sereno, CA

Profile

Made contribution to tefa, republic of china to carry out the common purposes of professor and student exchange programs and an elite program

15774 Lancaster RdMonte Sereno, CA 95030

www.tefa.thu.edu.tw

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2020

Net Margin

3rd percentile

-1313%

Higher net margin than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-93%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $35,330 (-100%) from 2019

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $35,330 (-100%) from 2019

Operations
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

Down

$2,613

Down $37,259 (-93%) from 2019

Expenses

Up

$36,933

Up $16,913 (+84%) from 2019

Net Income

Down

-$34,320

Down $54,172 (-273%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2010: $130,809Liabilities 2010: $1Net Assets 2010: $130,8082010Assets 2011: $72,679Liabilities 2011: $0Net Assets 2011: $72,6792011Assets 2012: $79,791Liabilities 2012: $0Net Assets 2012: $79,7912012Assets 2013: $89,831Liabilities 2013: $0Net Assets 2013: $89,8312013Assets 2014: $82,502Liabilities 2014: $0Net Assets 2014: $82,5022014Assets 2015: $16,969Liabilities 2015: $0Net Assets 2015: $16,9692015Assets 2016: $28,913Liabilities 2016: $21,000Net Assets 2016: $7,9132016Assets 2017: $29,542Liabilities 2017: $24,000Net Assets 2017: $5,5422017Assets 2018: $36,667Liabilities 2018: $24,000Net Assets 2018: $12,6672018Assets 2019: $35,330Liabilities 2019: $0Net Assets 2019: $35,3302019Assets 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities-
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50K-$100KExpenses 2010: $47,4692010Expenses 2011: $109,7102011Expenses 2012: $53,7652012Revenue 2013: $60,296Expenses 2013: $52,518Net Income 2013: $7,7782013Revenue 2014: $52,401Expenses 2014: $53,242Net Income 2014: -$8412014Revenue 2015: $8,552Expenses 2015: $62,174Net Income 2015: -$53,6222015Revenue 2016: $10,200Expenses 2016: $13,857Net Income 2016: -$3,6572016Revenue 2017: $8,900Expenses 2017: $11,249Net Income 2017: -$2,3492017Revenue 2018: $19,301Expenses 2018: $9,924Net Income 2018: $9,3772018Revenue 2019: $39,872Expenses 2019: $20,020Net Income 2019: $19,8522019Revenue 2020: $2,613Expenses 2020: $36,933Net Income 2020: -$34,3202020

Highlighted filing

2020

Revenue$2,613
Expenses$36,933
Net Income-$34,320
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$2,613
Expenses
$36,933
Net income
-$34,320
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.03$0.37$0.34
2019Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.40$0.20$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.37$0.24$0.13$0.19$0.10$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.24$0.06$0.09$0.11$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.29$0.21$0.08$0.10$0.14$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.09$0.62$0.54
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.52$0.53$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.60$0.53$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.00$0.80$0.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.00$0.73$1.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.00$1.31$0.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 15, 2021
Return Version
2020v4.0
Gross Receipts
$2,613
Mission and Program Overview

Mission

Made contribution to tefa, republic of china to carry out the common purposes of professor and student exchange programs and an elite program

Program Services

DescriptionGrantsExpenses
MADE CONTRIBUTION TO TEFA, REPUBLIC OF CHINA TO CARRY OUT THE COMMON PURPOSES OF PROFESSOR AND STUDENT EXCHANGE PROGRAMS AND AN ELITE PROGRAM.$34,853$34,853
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chen-Kuo LinPresident & CEO-$0--
HSIANG-WEN CHENSecretary/CFO-$0--
Filing and Contact Details

Filer

Filer Name
Tunghai University Endowment Fund for
EIN
94-3373766
Phone
4088872899
Address
15774 LANCASTER RD, MONTE SERENO, CA 95030

Signing Officer

Name
Hsiang-wen Chen
Title
Secretary/CFO
Signed
2021-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Mays Tax & Business Services
Address
10268 BANDLEY DR STE 108, CUPERTINO, CA 95014
Preparer
May Te Huei Hsiao
Phone
4084469867
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: TUNGHAI UNIVERSITY ENDOWMENT FUND | Donee's Address: 1727 SEC 4 TAIWAN BLVD XITUN DIST TAICHUNG CITY TW 40704 Taiwan | Cash Amount Given: $34853”

Other Expenses.1

“BANK FEES $45”

Other Expenses.2

“Taxes & License $35”

Other Assets.1005

“Accounts Receivable - Beginning $8000 Accounts Receivable - Ending $0”

Raw XML Appendix173 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0HSIANG-WEN CHEN
IRS990EZ/BooksInCareOfDetail/PhoneNum04088872899
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt015774 LANCASTER RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONTE SERENO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095030
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt027330
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02000
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-34320
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035330
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt034853
IRS990EZ/GrossReceiptsAmt02613
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0613
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035330
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035330
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Chen-Kuo Lin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HSIANG-WEN CHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary/CFO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08000
IRS990EZ/OtherChangesInNetAssetsAmt0-1010
IRS990EZ/OtherExpensesTotalAmt080
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MADE CONTRIBUTION TO TEFA, REPUBLIC OF CHINA TO CARRY OUT THE COMMON PURPOSES OF PROFESSOR AND STUDENT EXCHANGE PROGRAMS AND AN ELITE PROGRAM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MADE CONTRIBUTION TO TEFA, REPUBLIC OF CHINA TO CARRY OUT THE COMMON PURPOSES OF PROFESSOR AND STUDENT EXCHANGE PROGRAMS AND AN ELITE PROGRAM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt034853
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034853
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt036933
IRS990EZ/TotalProgramServiceExpensesAmt034853
IRS990EZ/TotalRevenueAmt02613
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0www.tefa.thu.edu.tw
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010200
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt038900
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt038900
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt08900
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08900
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt08900
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt010200
IRS990ScheduleA/Total509Grp/TotalAmt038900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02000
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt08900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt08900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt010200
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt038900
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0true
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH IN BANK PAID ORGANIZATION DISSOLVE AND ACCOUNTING FEE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1Daily Operation Expense
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02020-06-09
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12020-05-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0770297350
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt02000
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt11055
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt010268 BANDLEY DR STE 108
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0CUPERTINO
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd095014
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: TUNGHAI UNIVERSITY ENDOWMENT FUND | Donee's Address: 1727 SEC 4 TAIWAN BLVD XITUN DIST TAICHUNG CITY TW 40704 Taiwan | Cash Amount Given: $34853
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BANK FEES $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Taxes & License $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Receivable - Beginning $8000 Accounts Receivable - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Assets.1005
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HSIANG-WEN CHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TUNGHAI UNIVERSITY ENDOWMENT FUND FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ACADEMIC ADVANCEMENT USA
ReturnHeader/Filer/BusinessNameControlTxt0TUNG
ReturnHeader/Filer/EIN0943373766
ReturnHeader/Filer/PhoneNum04088872899
ReturnHeader/Filer/USAddress/AddressLine1Txt015774 LANCASTER RD
ReturnHeader/Filer/USAddress/CityNm0MONTE SERENO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095030
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770297350
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAYS TAX & BUSINESS SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010268 BANDLEY DR STE 108
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CUPERTINO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095014
ReturnHeader/PreparerPersonGrp/PhoneNum04084469867
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0May Te Huei Hsiao
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-15T10:50:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HSIANG-WEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHEN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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