ZIGEN FUND INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ZIGEN FUND INC (EIN 13-3518873)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-13
IRS object ID
201443189349306689
Schema version
2013v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-13T18:42:01-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN460941897PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ATA ACCOUNTING AND TAX SERVICE LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1136-20 38TH AVE 9GAddressLine1
CityFlushingCity
StateNYState
ZIP Code11354ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133518873EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ZIGEN FUND INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlZIGEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1213-37 39TH AVE SUITE 355AddressLine1
CityBAYSIDECity
StateNYState
ZIP Code11361ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHIH-CHANG LUPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5853025486PhoneNum
Signature2014-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLIMING SHIPreparerPersonNm
PTINP00653446PTIN
Phone7184631101PhoneNum
Preparation2014-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$684,515GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ZIGENFUND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1988FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO SUPPORT PEOPLE LIVING IN POVERTY IN RURAL CHINA.TO IMPROVE THEIR UNMET BASIC NEEDS IN THE AREAS OF BASIC EDUCATION, PRIMARY HEALTH CARE, ENVIRONMENTALLY APPROPRIATE TECHNOLOGIES AND PRESERVATION OF LOCAL CULTURE. WE EMPHASIZE SUPPORT FOR EQUAL ACCESS OF WOMEN AND CHILDREN DEV.ActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers106TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$488,360PYContributionsGrantsAmt
CY Contributions Grants$678,354CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$6,987PYInvestmentIncomeAmt
CY Investment Income$6,161CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$495,347PYTotalRevenueAmt
CY Total Revenue$684,515CYTotalRevenueAmt
PY Grants And Similar Paid$521,874PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$401,186CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$60,484PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$56,889CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$35,429CYTotalFundraisingExpenseAmt
PY Other Expenses$62,040PYOtherExpensesAmt
CY Other Expenses$84,147CYOtherExpensesAmt
PY Total Expenses$644,398PYTotalExpensesAmt
CY Total Expenses$542,222CYTotalExpensesAmt
PY Revenues Less Expenses-$149,051PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$142,293CYRevenuesLessExpensesAmt
Total Assets BOY$999,805TotalAssetsBOYAmt
Total Assets EOY$1,161,010TotalAssetsEOYAmt
Total Liabilities BOY$21,648TotalLiabilitiesBOYAmt
Total Liabilities EOY$40,560TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$978,157NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,120,450NetAssetsOrFundBalancesEOYAmt
MissionTO SUPPORT PEOPLE LIVING IN POVERTY IN RURAL CHINA.TO IMPROVE THEIR UNMET BASIC NEEDS IN THE AREAS OF BASIC EDUCATION, PRIMARY HEALTH CARE, ENVIRONMENTALLY APPROPRIATE TECHNOLOGIES AND PRESERVATION OF LOCAL CULTURE. WE EMPHASIZE SUPPORT FOR EQUAL ACCESS OF WOMEN AND CHILDREN DEV.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$472,454ExpenseAmt
Grant$401,186GrantAmt
Revenue$678,354RevenueAmt
DescTO SUPPORT PEOPLE LIVING IN POVERTY IN RURAL CHINA. TO IMPROVE THEIR UNMET BASIC NEEDS IN THE AREAS OF BASIC EDUCATION, PRIMARY HEALTH CARE, ENVIRONMENTALLY APPROPRIATE TECHNOLOGIES AND PRESERVATION OF LOCAL CULTURE. WE EMPHASIZE SUPPORT FOR EQUAL ACCESS OF WOMEN AND CHILDREN TO DEVELOPMENT.Desc
Total Program Service Expenses$472,454TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee2EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSHIH-CHANG LUPersonNm
Phone5853025486PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1213-37 39TH AVE STE 355AddressLine1
CityBAYSIDECity
StateNYState
ZIP Code11361ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeInd
PAT YANG
PRESIDENT0.0020.00Yes (X)$0$0$0
LILY W LEE
CHAIR PERSON0.005.00Yes (X)$0$0$0
SHIH-CHANG LU
TREASURER0.005.00Yes (X)$0$0$0
LAPYAN CHAN
SECRETARY0.005.00Yes (X)$0$0$0
GEORGE YU
INFORMATION DIRECTOR0.005.00Yes (X)$0$0$0
VICKY LIU CHEN
DIRECTOR0.005.00Yes (X)$0$0$0
BIK-LAM LEE
DIRECTOR0.005.00Yes (X)$0$0$0
PAUL LEE
DIRECTOR0.000.00Yes (X)$0$0$0
TERRY LI
DIRECTOR0.000.00Yes (X)$0$0$0
ANDY Y PAO
DIRECTOR0.000.00Yes (X)$0$0$0
JOSEPH TSAO
DIRECTOR0.000.00Yes (X)$0$0$0
KWONG BOR NG
DIRECTOR0.005.00Yes (X)$0$0$0
DONGJIN CAI
DEPUTY EXCUTIVE DIRECTOR0.000.00$43,000$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$43,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$678,354AllOtherContributionsAmt
Total Contributions$678,354TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,161TotalRevenueColumnAmt
Related Or Exempt Func Income$6,161RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$684,515TotalRevenueColumnAmt
Related Or Exempt Func Income$6,161RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$401,186TotalAmt
Program Services$401,186ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$46,113TotalAmt
Program Services$17,942ProgramServicesAmt
Management And General$15,106ManagementAndGeneralAmt
Fundraising$13,065FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$10,776TotalAmt
Program Services$3,222ProgramServicesAmt
Management And General$3,718ManagementAndGeneralAmt
Fundraising$3,836FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$15,275TotalAmt
Program Services$14,780ProgramServicesAmt
Fundraising$495FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CONTRACT SERVICE$32,142$21,816$10,148$178
RENT$10,650$3,095$3,571$3,984
NEWSLETTER EXPENSE$9,837$8,805$1,032
EVENT EXPENSE$9,580$9,580

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$6,663TotalAmt
Program Services$1,608ProgramServicesAmt
Management And General$1,796ManagementAndGeneralAmt
Fundraising$3,259FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$542,222TotalAmt
Program Services$472,454ProgramServicesAmt
Management And General$34,339ManagementAndGeneralAmt
Fundraising$35,429FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$873,033BOYAmt
EOY$992,390EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$36,643BOYAmt
EOY$76,084EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$22,283BOYAmt
EOY$24,786EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$67,846BOYAmt
EOY$67,750EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$999,805BOYAmt
EOY$1,161,010EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$21,648BOYAmt
EOY$40,560EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$21,648BOYAmt
EOY$40,560EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$726,157BOYAmt
EOY$868,450EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$252,000BOYAmt
EOY$252,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$978,157BOYAmt
EOY$1,120,450EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$999,805BOYAmt
EOY$1,161,010EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$142,293ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,005,878CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$852,649CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$497,348CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$488,360CurrentTaxYearMinus1YearAmt
Current Tax Year$678,354CurrentTaxYearAmt
Total$3,522,589TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,005,878CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$852,649CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$497,348CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$488,360CurrentTaxYearMinus1YearAmt
Current Tax Year$678,354CurrentTaxYearAmt
Total$3,522,589TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$3,522,589PublicSupportTotal170Amt
Total Support$3,522,589TotalSupportAmt
Public Support CY1701.00000PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule F IRS990ScheduleF

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionEAST ASIA AND THE PACIFICRegionTxt
Purpose Of GrantRURAL DEVELOPPurposeOfGrantTxt
Cash Grant$401,186CashGrantAmt
Manner Of Cash DisbursementWIRE TRANSFERMannerOfCashDisbursementTxt
Description Of Non Cash AsstNADescriptionOfNonCashAsstTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Member election for additional members Part VI line 7aTHE ORGANIZATION HAS APPROXIMATELY 100 MEMBERS WHO HAD THE POWER TO ELECT OR APPOINT MEMBERS OF THE GOVERNING BODY.
Form 990 governing body review Part VI line 11REVIEWED DURING MEETING OF THE COMPANY'S BOARD OF DIRECTORS.
Conflict of interest policy compliance Part VI line 12cTHE ORGANIZATION HAS WRITTEN POLICY TO MONITOR THE INTEREST CONFLICTS.
CEO executive director top management comp Part VI line 15aDOCUMENTS AVALIABLE UPON REQUEST.
Governing documents etc available to public Part VI line 19ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO PUBLIC.

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