Civic Intelligence

Five Branches University Foundation

990EZ • Fiscal year 2022 • EIN 46-1295259

Jan 01, 2022 to Dec 31, 2022 • Filed on Feb 06, 2023

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

46th percentile

-0.1%

Faster asset growth than 46% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$271,136

Down $235 (-0.1%) from 2021

Net Assets

Down

$271,136

Down $235 (-0.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $500 (-100%) from 2021

Expenses

Down

$235

Down $25 (-9.6%) from 2021

Net Income

Down

-$235

Down $475 (-198%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth46th 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

2022

Assets$271,136
Liabilities$0
Net Assets$271,136
Open 2022 Filing

Operations Trend

Revenue Growth1st 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

2022

Revenue$0
Expenses$235
Net Income-$235
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Feb 6, 2023
Return Version
2022v4.1
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 Pay78th 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
2023-02-06
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 $25”

Raw XML Appendix122 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/BOYAmt0271371
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0271136
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-235
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0210
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0271371
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0271136
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0271371
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0271136
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0271371
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0271136
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/OtherExpensesTotalAmt025
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/TotalExpensesAmt0235
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0157678
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04690
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/CurrentTaxYearMinus1YearAmt0500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0157678
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04690
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0162868
IRS990ScheduleA/TotalSupportAmt0162868
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Business Registration Fees $25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ron Zaidman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-06
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/ReturnTs02023-02-06T16:47:25-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Ron
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Zaidman
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$271,136
Liabilities
$0
Net assets
$271,136
Revenue
$0
Expenses
$235
Net income
-$235
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