Civic Intelligence

Chinese Finance Association

990 • Fiscal year 2013 • EIN 77-0368617

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 06, 2014

Organization ProfileN/A
PO Box 2018 Church Street StatioSuite10008

(212) 325-5468

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.

2013 filings • NTEE A • <$500k nonprofits • Source year 2013

Liabilities / Revenue

48th percentile

0.00x

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

2013 filings • NTEE A • <$500k nonprofits • Source year 2013

Net Margin

9th percentile

-40%

Higher net margin than 9% of similar nonprofits.

2013 filings • NTEE A • <$500k nonprofits • Source year 2013

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2013 filings • NTEE A • <$500k nonprofits • Source year 2013

Asset Growth

8th percentile

-49%

Faster asset growth than 8% of similar nonprofits.

2013 filings • NTEE A • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$66,131

Down $63,435 (-49%) from 2012

Net Assets

Down

$66,131

Down $63,435 (-49%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin9th percentile

Revenue

$157,396

No earlier filing loaded for comparison.

Expenses

Up

$220,831

Up $91,154 (+70%) from 2012

Net Income

-$63,435

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$300K$200K$100K$0Assets 2011: $73,703Liabilities 2011: $0Net Assets 2011: $73,7032011Assets 2012: $129,566Liabilities 2012: $0Net Assets 2012: $129,5662012Assets 2013: $66,131Liabilities 2013: $0Net Assets 2013: $66,1312013Assets 2014: $78,786Liabilities 2014: $0Net Assets 2014: $78,7862014Assets 2015: $137,049Liabilities 2015: $0Net Assets 2015: $137,0492015Assets 2016: $165,230Liabilities 2016: $0Net Assets 2016: $165,2302016Assets 2017: $180,693Liabilities 2017: $0Net Assets 2017: $180,6932017Assets 2018: $223,354Liabilities 2018: $0Net Assets 2018: $223,3542018Assets 2019: $211,807Liabilities 2019: $0Net Assets 2019: $211,8072019Assets 2020: $130,599Liabilities 2020: $0Net Assets 2020: $130,5992020Assets 2021: $145,921Liabilities 2021: $0Net Assets 2021: $145,9212021Assets 2022: $142,860Liabilities 2022: $0Net Assets 2022: $142,8602022Assets 2023: $124,875Liabilities 2023: $0Net Assets 2023: $124,8752023Assets 2024: $118,930Liabilities 2024: $0Net Assets 2024: $118,9302024

Highlighted filing

2013

Assets$66,131
Liabilities$0
Net Assets$66,131
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2011: $192,6102011Expenses 2012: $129,6772012Revenue 2013: $157,396Expenses 2013: $220,831Net Income 2013: -$63,4352013Revenue 2014: $237,589Expenses 2014: $224,934Net Income 2014: $12,6552014Revenue 2015: $277,372Expenses 2015: $219,109Net Income 2015: $58,2632015Revenue 2016: $288,091Expenses 2016: $259,910Net Income 2016: $28,1812016Revenue 2017: $166,234Expenses 2017: $150,771Net Income 2017: $15,4632017Revenue 2018: $129,147Expenses 2018: $86,486Net Income 2018: $42,6612018Revenue 2019: $267,600Expenses 2019: $279,147Net Income 2019: -$11,5472019Revenue 2020: $94,917Expenses 2020: $176,125Net Income 2020: -$81,2082020Revenue 2021: $26,040Expenses 2021: $10,718Net Income 2021: $15,3222021Revenue 2022: $45,053Expenses 2022: $48,114Net Income 2022: -$3,0612022Revenue 2023: $38,121Expenses 2023: $56,106Net Income 2023: -$17,9852023Revenue 2024: $51,312Expenses 2024: $57,257Net Income 2024: -$5,9452024

Highlighted filing

2013

Revenue$157,396
Expenses$220,831
Net Income-$63,435
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 6, 2014
Return Version
2013v3.1
Gross Receipts
$157,396
Mission and Program Overview

Mission

Scientific, education and charitable purposes

Scientific, educational and charitable purposes

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$129,566$66,131▼ $63,435
Rtn Earn Endowment Incm Other Fnds$129,566$66,131▼ $63,435
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$129,566$66,131▼ $63,435
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$129,566$66,131▼ $63,435
Total Liabilities and Net Assets / Fund Balance$129,566$66,131▼ $63,435
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
yuying gaoCalifornia Co-Chair
David LiChairman
David YanPresident
Chengyang WeiPresident-elected
Christine ZhaoDirector
Danny Sundirector
Guang Yangdirector
Hao Wudirector
Yalin Zhudirector
fan xingdirector
li liuDirector
maggie jiangDirector
gracehan wendirector, COO
bo liuCFO
jeff zhangChief legal officer
Daphne FanChief Placement Officer
annie zhouchief public relations
honghai jason zhuCTO
zhi liCTO
Cindy WangEvp
Jay LuoEvp
Lan CaiEvp
Linjia ZhouEvp
Ming ZhongEvp
Yuying GaoEvp
David GuMembership Officer
Dajiang GuoSenior Advisor
Jian Husenior advisor
Li WeiSenior Advisor
tina suntreasurer
shawn fanwebmaster
Revenue and Support

Revenue Composition

Contributions and Grants
$102,151
Program Service Revenue
$55,245
Investment Income
$0
Other Revenue
$0
All Other Contributions
$96,955
Change in Net Assets
$-63,435
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$220,831
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$208,956--$208,956
All Other Expenses$3,000$59-$3,059
Insurance-$1,076-$1,076
Travel$932--$932
Office Expenses-$466-$466
Other Expenses$2,198$320-$320
Total Functional Expenses$217,179$3,652$0$220,831
International Activity

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
77-0368617
In Care Of
% TINA SUN
Phone
2123255468

Signing Officer

Name
Tina Sun
Title
treasurer
Phone
6464811398
Signed
2014-06-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tina Sun
Formed
1994
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
0
Employees
0
Volunteers
100

Preparer

Preparer
steven zhang
Phone
6464810014
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D - Other Program Services

“SEE ATTACHEMENT.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt21SENIOR ADVISOR
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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt05196
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SCIENTIFIC, EDUCATIONAL AND CHARITABLE PURPOSES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0129566
IRS990/NetAssetsOrFundBalancesEOYAmt066131
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0466
IRS990/OfficeExpensesGrp/TotalAmt0466
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MEALS & ENTERTAINMENT
IRS990/OtherExpensesGrp/Desc1BANK SERVICE CHARGE
IRS990/OtherExpensesGrp/Desc2GIFTS
IRS990/OtherExpensesGrp/Desc3COMMUNICATIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01634
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt155
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt242
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3320
IRS990/OtherExpensesGrp/ProgramServicesAmt02093
IRS990/OtherExpensesGrp/ProgramServicesAmt12198
IRS990/OtherExpensesGrp/TotalAmt03727
IRS990/OtherExpensesGrp/TotalAmt155
IRS990/OtherExpensesGrp/TotalAmt22240
IRS990/OtherExpensesGrp/TotalAmt3320
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0TINA SUN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0TICKET REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt055245
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt055245
IRS990/ProgSrvcAccomActy2Grp/Desc02013 TCFA Boston Fall Reception Date: 11/22/2013; Two Financial Center, Boston; 70 participants; 1 evening event;
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0626
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01835
IRS990/ProgSrvcAccomActy3Grp/Desc02013 TCFA China, on brink of an [unexpected] change Date: 5/16/2013; Pillsbury Law, San Francisco, CA; 25 participants; 1 evening event;
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt07221
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0250
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TCFA 19th Annual Conference Registration
IRS990/ProgSrvcAccomActyOtherGrp/Desc1Date: 11/3/2013; New York University
IRS990/ProgSrvcAccomActyOtherGrp/Desc2Skirball Center, New York, NY;
IRS990/ProgSrvcAccomActyOtherGrp/Desc3400 participants; 1 evening event;
IRS990/ProgSrvcAccomActyOtherGrp/Desc4--------------------------------------------------
IRS990/ProgSrvcAccomActyOtherGrp/Desc5TCFA DC Chapter 2013 Annual Summer BBQ
IRS990/ProgSrvcAccomActyOtherGrp/Desc6Date:7/27/2013; Nottoway Park, vienna;
IRS990/ProgSrvcAccomActyOtherGrp/Desc780 participants; 1 afternoon event;
IRS990/ProgSrvcAccomActyOtherGrp/Desc8--------------------------------------------------
IRS990/ProgSrvcAccomActyOtherGrp/Desc9TCFA New York Chapter: chinese new year
IRS990/ProgSrvcAccomActyOtherGrp/Desc10Celebration; Date:2/13/2013; S. Dynasty Restaurant
IRS990/ProgSrvcAccomActyOtherGrp/Desc11new york, 50 participants, 1 evening event;
IRS990/ProgSrvcAccomActyOtherGrp/Desc12--------------------------------------------------
IRS990/ProgSrvcAccomActyOtherGrp/Desc13US Housing/Mrtg Market Outlook & Financial
IRS990/ProgSrvcAccomActyOtherGrp/Desc14Regulatory Reform; Date: 3/19/2013; L1 Courtroom,
IRS990/ProgSrvcAccomActyOtherGrp/Desc15George Washington University Law School,
IRS990/ProgSrvcAccomActyOtherGrp/Desc16Washington DC; 65 participants; 1 evening event;
IRS990/ProgSrvcAccomActyOtherGrp/Desc17--------------------------------------------------
IRS990/ProgSrvcAccomActyOtherGrp/Desc18TCFA Menter Program
IRS990/ProgSrvcAccomActyOtherGrp/Desc19Date:4/3/2013; S. Dynasty Restaurant,
IRS990/ProgSrvcAccomActyOtherGrp/Desc20New York; 70 participants; 1 evening event;
IRS990/ProgSrvcAccomActyOtherGrp/Desc21--------------------------------------------------
IRS990/ProgSrvcAccomActyOtherGrp/Desc22TCFA Event: Chinese New Year Reception
IRS990/ProgSrvcAccomActyOtherGrp/Desc23Date: 2/4/2013; Harvard Club, New York
IRS990/ProgSrvcAccomActyOtherGrp/Desc24100 participants, 1 evening event
IRS990/ProgSrvcAccomActyOtherGrp/Desc25--------------------------------------------------
IRS990/ProgSrvcAccomActyOtherGrp/Desc26TCFA Event: Shanghai Insitute of Futures and
IRS990/ProgSrvcAccomActyOtherGrp/Desc27Derivatives Overseas Hiring 2013;
IRS990/ProgSrvcAccomActyOtherGrp/Desc28Date: 1/8/2013; S Dynasty Restaurant, New York;
IRS990/ProgSrvcAccomActyOtherGrp/Desc2930 participants; 1 evening event;
IRS990/ProgSrvcAccomActyOtherGrp/Desc30--------------------------------------------------
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0189347
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt11027
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt21126
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt3975
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt491
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt53500
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt69207
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt038380
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt11027
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt22030
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt3975
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt42800
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt51890
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt6720
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0118321
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0129677
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt067219
IRS990/PYRevenuesLessExpensesAmt055863
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0129677
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0185540
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-63435
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,131
Liabilities
$0
Net assets
$66,131
Revenue
$157,396
Expenses
$220,831
Net income
-$63,435
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.00$1.19$0.51$0.57$0.06
2023Summary only. Only limited summary data is available for this year.$1.25$0.00$1.25$0.38$0.56$0.18
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.00$1.43$0.45$0.48$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.00$1.46$0.26$0.11$0.15
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.00$1.31$0.95$1.76$0.81
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.00$2.12$2.68$2.79$0.12
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.00$2.23$1.29$0.86$0.43
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.00$1.81$1.66$1.51$0.15
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$2.88$2.60$0.28
2015Summary only. Only limited summary data is available for this year.$1.37$0.00$1.37$2.77$2.19$0.58
2014Summary only. Only limited summary data is available for this year.$0.79$0.00$0.79$2.38$2.25$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$1.57$2.21$0.63
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.00$1.30$1.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.00$0.74$1.93