Civic Intelligence

Southern California Monte Jade Science & Technology Association

990EZ • Fiscal year 2019 • EIN 68-0507785

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 14, 2020

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.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

83rd percentile

20%

Higher net margin than 83% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

98th percentile

169%

Faster asset growth than 98% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

541%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$39,315

Up $24,701 (+169%) from 2018

Net Assets

Up

$39,315

Up $24,701 (+169%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$124,880

Up $105,405 (+541%) from 2018

Expenses

Up

$100,179

Up $80,018 (+397%) from 2018

Net Income

Up

$24,701

Up $25,387 (+3701%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$39,315
Liabilities$0
Net Assets$39,315

Operations Trend

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

2019

Revenue$124,880
Expenses$100,179
Net Income$24,701
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 14, 2020
Return Version
2019v5.1
Gross Receipts
$124,880
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT YANGChairmanPT$0--
NING NING YUVice 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
2020-11-14

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest income. Amount: 55.

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

Description: program and operating expense. Amount: 100,179.

Raw XML Appendix166 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/OfficerDirectorTrusteeEmplGrp/PersonNm2PHILIP HSU
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JULIAN CHAN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PATRICK LEE
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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
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/PoliticalCampaignActyInd00
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IRS990EZ/ProgramServiceRevenueAmt0124825
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SCMJ.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 55.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PROGRAM AND OPERATING EXPENSE. AMOUNT: 100,179.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 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/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum09497882968
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-14
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ReturnHeader/FilingSecurityInformation/IPTm011:48:49
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ReturnHeader/PreparerPersonGrp/PhoneNum09497882968
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-11-14T13:43:14-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)6 • <$500k nonprofits