Civic Intelligence

Five Branches University Foundation

EIN 46-1295259 • 501(c)3 • Santa Cruz, CA

Profile

See organization's primary exempt purpsoe

101 Rockridge LaneSanta Cruz, CA 95060

n/A

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

-41%

Higher net margin than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

52nd percentile

-0.6%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$269,383

Down $1,518 (-0.6%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$269,383

Down $1,518 (-0.6%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin16th percentile

Revenue

Up

$3,744

Up $3,744 from 2023

Expenses

Up

$5,262

Up $5,027 (+2139%) from 2023

Net Income

Down

-$1,518

Down $1,283 (-546%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$300K$200K$100K$0Assets 2017: $109,603Liabilities 2017: $02017Assets 2018: $109,253Liabilities 2018: $0Net Assets 2018: $109,2532018Assets 2019: $113,663Liabilities 2019: $0Net Assets 2019: $113,6632019Assets 2020: $271,131Liabilities 2020: $0Net Assets 2020: $271,1312020Assets 2021: $271,371Liabilities 2021: $0Net Assets 2021: $271,3712021Assets 2022: $271,136Liabilities 2022: $0Net Assets 2022: $271,1362022Assets 2023: $270,901Liabilities 2023: $0Net Assets 2023: $270,9012023Assets 2024: $269,383Net Assets 2024: $269,3832024

Highlighted filing

2024

Assets$269,383
Liabilities-
Net Assets$269,383
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$150K$100K$50K$0-$50KRevenue 2017: $0Expenses 2017: $210Net Income 2017: -$2102017Revenue 2018: $0Expenses 2018: $350Net Income 2018: -$3502018Revenue 2019: $4,690Expenses 2019: $280Net Income 2019: $4,4102019Revenue 2020: $157,678Expenses 2020: $210Net Income 2020: $157,4682020Revenue 2021: $500Expenses 2021: $260Net Income 2021: $2402021Revenue 2022: $0Expenses 2022: $235Net Income 2022: -$2352022Revenue 2023: $0Expenses 2023: $235Net Income 2023: -$2352023Revenue 2024: $3,744Expenses 2024: $5,262Net Income 2024: -$1,5182024

Highlighted filing

2024

Revenue$3,744
Expenses$5,262
Net Income-$1,518
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$269,383
Liabilities
-
Net assets
$269,383
Revenue
$3,744
Expenses
$5,262
Net income
-$1,518
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.69$2.69$0.04$0.05$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.01$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$1.58$0.00$1.57
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.05$0.00$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.00$0.00$0.00
2017Summary only. Only limited summary data is available for this year.$1.10$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 17, 2025
Return Version
2024v5.2
Gross Receipts
$3,744
Mission and Program Overview

Mission

See organization's primary exempt purpsoe

Program Services

DescriptionGrantsExpenses
DONATIONS TO SUPPORT AND SPONSOR MEDICAL RESEARCH-$5,262
GRANT TO SUPPORT AND SPONSOR THE PRACTICE OF TRADITIONAL CHINESE MEDICINE AND ACUPUNCTURE--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RON ZAIDMANPresidentPT$0--
JOANNA ZHAODirector-$0--
Filing and Contact Details

Filer

Filer Name
Five Branches University Foundation
EIN
46-1295259
Phone
8318184739
Address
101 ROCKRIDGE LANE, SANTA CRUZ, CA 95060

Signing Officer

Name
Ron Zaidman
Title
President
Signed
2025-07-17
Discuss with paid preparer
Yes

Preparer

Firm
Ivy Kwok
Address
PO Box 3055, Union City, CA 94587
Preparer
Ivy Kwok
Phone
4153700837
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Bank Fees $27”

Other Expenses.2

“Business Registration Fees $25”

Raw XML Appendix126 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/PersonNm0RON ZAIDMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum08318184739
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0101 ROCKRIDGE AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA CRUZ
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095060
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0270901
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0269383
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0235
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-1518
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0210
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0270901
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0269383
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05000
IRS990EZ/GrossReceiptsAmt03744
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03509
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0270901
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0269383
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0270901
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0269383
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RON ZAIDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOANNA ZHAO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt052
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE ORGANIZATION'S PRIMARY EXEMPT PURPSOE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANT TO SUPPORT AND SPONSOR THE PRACTICE OF TRADITIONAL CHINESE MEDICINE AND ACUPUNCTURE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATIONS TO SUPPORT AND SPONSOR MEDICAL RESEARCH
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05262
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/TotalExpensesAmt05262
IRS990EZ/TotalProgramServiceExpensesAmt05262
IRS990EZ/TotalRevenueAmt03744
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0235
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0157678
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0158413
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03509
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03509
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0158413
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0235
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0157678
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0158413
IRS990ScheduleA/TotalSupportAmt0161922
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Bank Fees $27
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Business Registration Fees $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ron Zaidman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Five Branches University Foundation
ReturnHeader/Filer/BusinessNameControlTxt0FIVE
ReturnHeader/Filer/EIN0461295259
ReturnHeader/Filer/PhoneNum08318184739
ReturnHeader/Filer/USAddress/AddressLine1Txt0101 ROCKRIDGE LANE
ReturnHeader/Filer/USAddress/CityNm0SANTA CRUZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095060
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814929240
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ivy Kwok
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 3055
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Union City
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094587
ReturnHeader/PreparerPersonGrp/PhoneNum04153700837
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ivy Kwok
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-07-17T12:24:41-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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