Civic Intelligence

Southern California Monte Jade Science & Technology Association

990EZ • Fiscal year 2015 • EIN 68-0507785

Jan 01, 2015 to Dec 31, 2015 • Filed on May 23, 2016

Organization ProfileWWW.SCMJ.ORG
7700 Irvine Center Dr Suite 800Irvine, CA 92618

(949) 788-2968

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

47th percentile

0.00x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

2nd percentile

-90%

Higher net margin than 2% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

16th percentile

-19%

Faster asset growth than 16% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

2nd percentile

-73%

Faster revenue growth than 2% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$18,268

Down $4,378 (-19%) from 2014

Net Assets

$18,268

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin2nd percentile

Revenue

Down

$4,871

Down $12,917 (-73%) from 2014

Expenses

Down

$9,249

Down $12,376 (-57%) from 2014

Net Income

Down

-$4,378

Down $541 (-14%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$60K$40K$20K$0Assets 2010: $29,187Liabilities 2010: $1,000Net Assets 2010: $28,1872010Assets 2011: $31,297Liabilities 2011: $1,000Net Assets 2011: $30,2972011Assets 2012: $27,379Liabilities 2012: $500Net Assets 2012: $26,8792012Assets 2013: $26,483Liabilities 2013: $0Net Assets 2013: $26,4832013Assets 2014: $22,646Liabilities 2014: $02014Assets 2015: $18,268Liabilities 2015: $0Net Assets 2015: $18,2682015Assets 2016: $13,121Liabilities 2016: $0Net Assets 2016: $13,1212016Assets 2017: $15,300Liabilities 2017: $0Net Assets 2017: $15,3002017Assets 2018: $14,614Liabilities 2018: $0Net Assets 2018: $14,6142018Assets 2019: $39,315Liabilities 2019: $0Net Assets 2019: $39,3152019Assets 2020: $32,254Net Assets 2020: $32,2542020Assets 2021: $33,203Net Assets 2021: $33,2032021Assets 2022: $36,518Net Assets 2022: $36,5182022Assets 2023: $39,912Net Assets 2023: $39,9122023Assets 2024: $45,567Net Assets 2024: $45,5672024

Highlighted filing

2015

Assets$18,268
Liabilities$0
Net Assets$18,268
Open 2015 Filing

Operations Trend

Revenue Growth2nd percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $36,095Expenses 2010: $31,726Net Income 2010: $4,3692010Revenue 2011: $16,493Expenses 2011: $14,383Net Income 2011: $2,1102011Revenue 2012: $8,244Expenses 2012: $11,662Net Income 2012: -$3,4182012Revenue 2013: $27,513Expenses 2013: $27,909Net Income 2013: -$3962013Revenue 2014: $17,788Expenses 2014: $21,625Net Income 2014: -$3,8372014Revenue 2015: $4,871Expenses 2015: $9,249Net Income 2015: -$4,3782015Revenue 2016: $2,043Expenses 2016: $7,190Net Income 2016: -$5,1472016Revenue 2017: $8,994Expenses 2017: $6,815Net Income 2017: $2,1792017Revenue 2018: $19,475Expenses 2018: $20,161Net Income 2018: -$6862018Revenue 2019: $124,880Expenses 2019: $100,179Net Income 2019: $24,7012019Revenue 2020: $133Expenses 2020: $7,194Net Income 2020: -$7,0612020Revenue 2021: $1,161Expenses 2021: $212Net Income 2021: $9492021Revenue 2022: $34,553Expenses 2022: $31,238Net Income 2022: $3,3152022Revenue 2023: $17,008Expenses 2023: $13,614Net Income 2023: $3,3942023Revenue 2024: $10,000Expenses 2024: $4,345Net Income 2024: $5,6552024

Highlighted filing

2015

Revenue$4,871
Expenses$9,249
Net Income-$4,378
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 23, 2016
Return Version
2015v2.1
Gross Receipts
$4,871
Mission and Program Overview

Mission

To provide informational support and education on advanced science and technology industries

Program Services

DescriptionGrantsExpenses
TO PROVIDE INFORMATIONAL SUPPORT AND EDUCATION ON ADVANCED SCIENCE AND TECHNOLOGY INDUSTRIES$0$0
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT YANGChairmanPT$0--
MIN LAIVice Chairman-$0--
PHILIP HSUSecretary-$0--
JEFFREY LU CPATreasurer-$0--
JULIAN CHANExec Board-$0--
TIM CHANG ESQExec Board-$0--
PATRICK LEEExec Board-$0--
SC LEEExec Board-$0--
JOSEPH TSENG CPAExec Board-$0--
CHARLES WU ESQExec Board-$0--
LULU WANGExec Board-$0--
DENNIS CHIUExec Board-$0--
Filing and Contact Details

Filer

Filer Name
Southern California Monte Jade
EIN
68-0507785
Phone
9497882968
Address
7700 IRVINE CENTER DR SUITE 800, IRVINE, CA 92618

Signing Officer

Name
Jeffrey Lu
Title
Treasurer
Phone
9497882968
Signed
2016-05-23

Preparer

Firm
Lu & Associates
Address
7700 IRVINE CENTER DR SUITE 800, IRVINE, CA 92618
Phone
9497882968
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: program and operating expense. Amount: 7,749.”

Raw XML Appendix155 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0IRVINE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT YANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MIN LAI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PHILIP HSU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEFFREY LU CPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JULIAN CHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TIM CHANG ESQ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PATRICK LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SC LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JOSEPH TSENG CPA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EXEC BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5EXEC BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EXEC BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7EXEC BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8EXEC BOARD
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IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE INFORMATIONAL SUPPORT AND EDUCATION ON ADVANCED SCIENCE AND TECHNOLOGY INDUSTRIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SCMJ.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: PROGRAM AND OPERATING EXPENSE. AMOUNT: 7,749.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY LU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09497882968
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN CALIFORNIA MONTE JADE
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0680507785
ReturnHeader/Filer/PhoneNum09497882968
ReturnHeader/Filer/USAddress/AddressLine1Txt07700 IRVINE CENTER DR SUITE 800
ReturnHeader/Filer/USAddress/CityNm0IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092618
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330662645
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LU & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07700 IRVINE CENTER DR SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092618
ReturnHeader/PreparerPersonGrp/PhoneNum09497882968
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-23
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-05-23T18:13:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,268
Liabilities
$0
Net assets
$18,268
Revenue
$4,871
Expenses
$9,249
Net income
-$4,378
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.10$0.04$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.40$0.40$0.17$0.14$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.37$0.37$0.35$0.31$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.33$0.33$0.01$0.00$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.00$0.07$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$1.25$1.00$0.25
2018Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.19$0.20$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.09$0.07$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$0.02$0.07$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$0.05$0.09$0.04
2014Summary only. Only limited summary data is available for this year.$0.23$0.00$0.18$0.22$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.28$0.28$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.01$0.27$0.08$0.12$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.01$0.30$0.16$0.14$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.01$0.28$0.36$0.32$0.04