Civic Intelligence

Asian American Insurance and Financial

EIN 26-1470300 • 501(c)6 • City Of Industry, CA

Profile

Trade association of financial professional

18631 E Gale AvenueCity Of Industry, CA 91748

www.aaifpa.org

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 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

16th percentile

-32%

Higher net margin than 16% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

13th percentile

-55%

Faster asset growth than 13% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

2.7%

Faster revenue growth than 56% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$13,861

Down $17,226 (-55%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$13,861

Down $17,226 (-55%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

Up

$53,910

Up $1,399 (+2.7%) from 2023

Expenses

Down

$71,136

Down $57,601 (-45%) from 2023

Net Income

Up

-$17,226

Up $59,000 (+77%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

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

$150K$100K$50K$0Assets 2014: $113,363Liabilities 2014: $0Net Assets 2014: $113,3632014Assets 2015: $115,765Liabilities 2015: $0Net Assets 2015: $115,7652015Assets 2016: $20,046Liabilities 2016: $0Net Assets 2016: $20,0462016Assets 2017: $81,068Liabilities 2017: $0Net Assets 2017: $81,0682017Assets 2018: $74,210Liabilities 2018: $0Net Assets 2018: $74,2102018Assets 2019: $138,211Liabilities 2019: $0Net Assets 2019: $138,2112019Assets 2020: $82,593Liabilities 2020: $0Net Assets 2020: $82,5932020Assets 2021: $107,436Liabilities 2021: $0Net Assets 2021: $107,4362021Assets 2022: $107,313Net Assets 2022: $107,3132022Assets 2023: $31,087Net Assets 2023: $31,0872023Assets 2024: $13,861Net Assets 2024: $13,8612024

Highlighted filing

2024

Assets$13,861
Liabilities-
Net Assets$13,861
Open 2024 Filing

Operations Trend

Revenue Growth56th percentile

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

$200K$100K$0-$100KRevenue 2014: $146,668Expenses 2014: $83,114Net Income 2014: $63,5542014Revenue 2015: $99,832Expenses 2015: $97,430Net Income 2015: $2,4022015Revenue 2016: $40,500Expenses 2016: $98,888Net Income 2016: -$58,3882016Revenue 2017: $131,273Expenses 2017: $70,251Net Income 2017: $61,0222017Revenue 2018: $86,992Expenses 2018: $93,850Net Income 2018: -$6,8582018Revenue 2019: $90,565Expenses 2019: $26,564Net Income 2019: $64,0012019Revenue 2020: $3,190Expenses 2020: $58,808Net Income 2020: -$55,6182020Revenue 2021: $46,000Expenses 2021: $21,157Net Income 2021: $24,8432021Revenue 2022: $103,190Expenses 2022: $103,313Net Income 2022: -$1232022Revenue 2023: $52,511Expenses 2023: $128,737Net Income 2023: -$76,2262023Revenue 2024: $53,910Expenses 2024: $71,136Net Income 2024: -$17,2262024

Highlighted filing

2024

Revenue$53,910
Expenses$71,136
Net Income-$17,226
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,861
Liabilities
-
Net assets
$13,861
Revenue
$53,910
Expenses
$71,136
Net income
-$17,226
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.54$0.71$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.31$0.31$0.53$1.29$0.76
2022Detailed filing. Detailed filing data is available for this year.$1.07$1.07$1.03$1.03$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.46$0.21$0.25
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.03$0.59$0.56
2019Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.91$0.27$0.64
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.87$0.94$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$1.31$0.70$0.61
2016Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.41$0.99$0.58
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$1.00$0.97$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$1.47$0.83$0.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Apr 3, 2025
Return Version
2023v6.0
Gross Receipts
$53,910
Mission and Program Overview

Mission

Trade association of financial prof

Trade association of financial professional

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION HOLDS AND CONDUCT AN ANNUAL CONVENTION AND GALA EVENT WHERE IT PROVIDES CE CREDITS FOR FINANCIAL PLANNING MEMBERS IN INSURANCE AND FINANCIAL PLANNING.$53,900-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES HUANGPresident-$0--
HAIDI HUANGPresident-$0--
BING CHENGChairman-$0--
KELLY XUDirector-$0--
RACHEL FEITreasurer-$0--
FRED HUANGDirector-$0--
AMIE CHANDirector-$0--
KIMBERLEY NGODirector-$0--
LIHUA XIADirector-$0--
BO LIDirector-$0--
HARRY HUDirector-$0--
JOEY PEI YINDirector-$0--
JIAN WEI FUSecretary-$0--
EMMA RAMOSDirector-$0--
TRACY SONGDirector-$0--
Filing and Contact Details

Filer

Filer Name
Asian American Insurance and Financial
EIN
26-1470300
Phone
9099974999
Address
18631 E GALE AVENUE, CITY OF INDUSTRY, CA 91748

Signing Officer

Name
Rachel Fei
Title
Treasurer
Signed
2025-04-03
Discuss with paid preparer
Yes

Preparer

Firm
Lu & Company Pc
Address
9970 IRVINE CENTER DR, IRVINE, CA 92618
Preparer
Guangyu Lu
Phone
3107824598
Supplemental Narrative

Additional Explanations

Other Revenue.1

“National gala sponsorship $53900”

Other Expenses.1

“National gala expenses $67739”

Other Expenses.2

“WEBSITE $1680”

Other Expenses.3

“TELEPHONE $192”

Other Expenses.4

“FILING FEE $25”

Raw XML Appendix158 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/PersonNm0RACHEL FEI
IRS990EZ/BooksInCareOfDetail/PhoneNum09099974999
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt018631 E GALE AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CITY OF INDUSTRY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091748
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031087
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013861
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-17226
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01500
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt031087
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013861
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt053910
IRS990EZ/GroupExemptionNum05728
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InvestmentIncomeAmt010
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt031087
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013861
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt031087
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013861
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.87
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.87
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.87
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.29
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.87
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.29
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.29
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.19
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.29
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.29
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt100.29
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.29
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.29
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt130.29
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt141.15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES HUANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HAIDI HUANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BING CHENG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLY XU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RACHEL FEI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5FRED HUANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6AMIE CHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7KIMBERLEY NGO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LIHUA XIA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BO LI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10HARRY HU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JOEY PEI YIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12JIAN WEI FU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13EMMA RAMOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14TRACY SONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt069636
IRS990EZ/OtherRevenueTotalAmt053900
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TRADE ASSOCIATION OF FINANCIAL PROFESSIONAL
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION HOLDS AND CONDUCT AN ANNUAL CONVENTION AND GALA EVENT WHERE IT PROVIDES CE CREDITS FOR FINANCIAL PLANNING MEMBERS IN INSURANCE AND FINANCIAL PLANNING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt053900
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt071136
IRS990EZ/TotalRevenueAmt053910
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.AAIFPA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NATIONAL GALA SPONSORSHIP $53900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NATIONAL GALA EXPENSES $67739
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WEBSITE $1680
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TELEPHONE $192
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FILING FEE $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RACHEL FEI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASIAN AMERICAN INSURANCE AND FINANCIAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0PROFESSIONAL ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0ASIA
ReturnHeader/Filer/EIN0261470300
ReturnHeader/Filer/PhoneNum09099974999
ReturnHeader/Filer/USAddress/AddressLine1Txt018631 E GALE AVENUE
ReturnHeader/Filer/USAddress/CityNm0CITY OF INDUSTRY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091748
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0844935787
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LU & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09970 IRVINE CENTER DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092618
ReturnHeader/PreparerPersonGrp/PhoneNum03107824598
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GUANGYU LU
ReturnHeader/ReturnTs02025-04-03T10:23:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-11-01
ReturnHeader/TaxPeriodEndDt02024-10-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.