Civic Intelligence

Five Branches University Foundation

990EZ • Fiscal year 2021 • EIN 46-1295259

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 22, 2022

Organization ProfileN/A
101 Rockridge LaneSanta Cruz, CA 95060

(831) 818-4739

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

86th percentile

48%

Higher net margin than 86% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

42nd percentile

0.1%

Faster asset growth than 42% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$271,371

Up $240 (+0.1%) from 2020

Net Assets

Up

$271,371

Up $240 (+0.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin86th percentile

Revenue

Down

$500

Down $157,178 (-100%) from 2020

Expenses

Up

$260

Up $50 (+24%) from 2020

Net Income

Down

$240

Down $157,228 (-100%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$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

2021

Assets$271,371
Liabilities$0
Net Assets$271,371
Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$500
Expenses$260
Net Income$240
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 22, 2022
Return Version
2021v4.0
Gross Receipts
$500
Mission and Program Overview

Mission

See organization's primary exempt purpsoe

Program Services

DescriptionGrantsExpenses
GRANT TO SUPPORT AND SPONSOR THE PRACTICE OF TRADITIONAL CHINESE MEDICINE AND ACUPUNCTURE--
DONATIONS TO SUPPORT AND SPONSOR MEDICAL RESEARCH--
Compensation and Service Providers
Top Officer Pay77th 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
2022-04-22
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1

“Business Registration Fees $50”

Raw XML Appendix124 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/BOYAmt0271131
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0271371
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0500
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0240
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0210
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0271131
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IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0500
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0271131
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0271131
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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/OtherExpensesTotalAmt050
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/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0260
IRS990EZ/TotalRevenueAmt0500
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0157678
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04690
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0162868
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt0162868
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0157678
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04690
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0162868
IRS990ScheduleA/TotalSupportAmt0162868
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Business Registration Fees $50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
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ReturnHeader/BusinessOfficerGrp/PersonNm0Ron Zaidman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-22
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/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 C Kwok
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-04-22T10:31:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ron
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Zaidman
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$271,371
Liabilities
$0
Net assets
$271,371
Revenue
$500
Expenses
$260
Net income
$240
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