Civic Intelligence

Southwestern Saint Paul University

990 • Fiscal year 2015 • EIN 33-0611334

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 15, 2016

556 N DIAMOND BAR BLVD Room 300Diamond Bar, CA 91765

(909) 612-5666

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

60th percentile

7.7%

Faster asset growth than 60% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

99th percentile

573%

Faster revenue growth than 99% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$493,470

Up $35,439 (+7.7%) from 2014

Net Assets

Up

$493,470

Up $35,439 (+7.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$138,620

Up $118,035 (+573%) from 2014

Expenses

Up

$103,181

Up $91,021 (+749%) from 2014

Net Income

Up

$35,439

Up $27,014 (+321%) from 2014

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2014: $458,031Liabilities 2014: $0Net Assets 2014: $458,0312014Assets 2015: $493,470Liabilities 2015: $0Net Assets 2015: $493,4702015Assets 2016: $459,673Liabilities 2016: $0Net Assets 2016: $459,6732016Assets 2017: $471,765Liabilities 2017: $0Net Assets 2017: $471,7652017Assets 2018: $468,627Liabilities 2018: $8,388Net Assets 2018: $460,2392018Assets 2020: $8,793Liabilities 2020: $6,000Net Assets 2020: $2,7932020

Highlighted filing

2015

Assets$493,470
Liabilities$0
Net Assets$493,470

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2014: $20,585Expenses 2014: $12,160Net Income 2014: $8,4252014Revenue 2015: $138,620Expenses 2015: $103,181Net Income 2015: $35,4392015Revenue 2016: $194,987Expenses 2016: $228,784Net Income 2016: -$33,7972016Revenue 2017: $421,757Expenses 2017: $409,665Net Income 2017: $12,0922017Revenue 2018: $427,927Expenses 2018: $439,453Net Income 2018: -$11,5262018Revenue 2020: $223,940Expenses 2020: $233,243Net Income 2020: -$9,3032020

Highlighted filing

2015

Revenue$138,620
Expenses$103,181
Net Income$35,439
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 15, 2016
Return Version
2015v2.1
Gross Receipts
$138,620
Mission and Program Overview

Mission

Provide oriental medicine education program

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$458,031$493,470▲ $35,439
Pledges and Grants Receivable$450,000$450,000→ $0
Cash and Non-Interest-Bearing Accounts$31$26,420▲ $26,389
Land, Buildings, and Equipment, Net$8,000$4,800▼ $3,200
Total Assets$458,031$493,470▲ $35,439
Other Assets Total-$12,250-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$458,031$493,470▲ $35,439
Total Liabilities and Net Assets / Fund Balance$458,031$493,470▲ $35,439

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,800$61,557$66,357
Compensation and Service Providers

Board Members and Trustees

NameTitle
William TsengPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$138,620
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$35,439
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$103,181
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$25,576--$25,576
Office Expenses$13,080--$13,080
Other Expenses$9,505--$9,505
Fees for Services Accounting$8,430--$8,430
Fees for Services Other$8,045--$8,045
Occupancy$7,712--$7,712
Travel$6,078--$6,078
Advertising$3,393--$3,393
Depreciation Depletion$3,200--$3,200
Conferences and Meetings$3,195--$3,195
All Other Expenses$770--$770
Insurance$346--$346
Total Functional Expenses$103,181$0$0$103,181
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

All governing documents, conflict of interest policy and financial statements are being kept at the principal office of the organization and are readily available for public to review upon request.

Filing and Contact Details

Filer

Filer Name
American Purlinton University
EIN
33-0611334
Phone
9096125666
Address
556 N DIAMOND BAR BLVD Room 300, DIAMOND BAR, CA 91765

Signing Officer

Name
William Tseng
Title
President
Signed
2016-09-15
Discuss with paid preparer
No

Organization Details

Principal Officer
William Tseng
Formed
1994
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Precision Accountancy Corporation
Address
20709 Golden Springs Dr 102, Diamond Bar, CA 91789
Preparer
Sandy Sywe CPA
Phone
9095959455
Raw XML Appendix297 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.

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ReturnHeader/Filer/EIN0330611334
ReturnHeader/Filer/PhoneNum09096125666
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ReturnHeader/Filer/USAddress/ZIPCd091765
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020709 Golden Springs Dr 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Diamond Bar
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091789
ReturnHeader/PreparerPersonGrp/PhoneNum09095959455
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sandy Sywe CPA
ReturnHeader/ReturnTs02016-09-15T02:11:01-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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