Civic Intelligence

Institute of Applied Actuarial Science

EIN 81-1125722 • Garden Grove, CA

10621 Bolsa Ave 24Garden Grove, CA 92843
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

1st percentile

-0.02x

Higher debt load relative to assets than 1% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

1st percentile

-0.03x

Higher debt load relative to revenue than 1% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

15th percentile

-60%

Higher net margin than 15% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

61st percentile

2.2%

Faster asset growth than 61% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2024

Revenue Growth

34th percentile

-17%

Faster revenue growth than 34% of similar nonprofits.

<$500k nonprofits • Annualized from 2021 to 2024

Assets

Down

$108,291

Down $53,939 (-33%) from 2023

Liabilities

Down

-$2,253

Down $6,091 (-159%) from 2023

Net Assets

Down

$110,544

Down $47,848 (-30%) from 2023

Revenue

Up

$80,325

Up $63,024 (+364%) from 2023

Expenses

Down

$128,173

Down $23,299 (-15%) from 2023

Net Income

Up

-$47,848

Up $86,323 (+64%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0-$100KAssets 2016: $1,327Liabilities 2016: $750Net Assets 2016: $5772016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $2,103Liabilities 2019: $1,8172019Assets 2020: $5,139Liabilities 2020: $2,673Net Assets 2020: $2,4662020Assets 2021: $101,498Liabilities 2021: -$64Net Assets 2021: $101,5622021Assets 2022: $294,578Liabilities 2022: $2,015Net Assets 2022: $292,5632022Assets 2023: $162,230Liabilities 2023: $3,838Net Assets 2023: $158,3922023Assets 2024: $108,291Liabilities 2024: -$2,253Net Assets 2024: $110,5442024

Highlighted filing

2024

Assets$108,291
Liabilities-$2,253
Net Assets$110,544

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2016: $1,572Expenses 2016: $995Net Income 2016: $5772016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $23,254Expenses 2019: $23,936Net Income 2019: -$6822019Revenue 2020: $81,794Expenses 2020: $79,614Net Income 2020: $2,1802020Revenue 2021: $138,000Expenses 2021: $38,904Net Income 2021: $99,0962021Revenue 2022: $338,610Expenses 2022: $147,609Net Income 2022: $191,0012022Revenue 2023: $17,301Expenses 2023: $151,472Net Income 2023: -$134,1712023Revenue 2024: $80,325Expenses 2024: $128,173Net Income 2024: -$47,8482024

Highlighted filing

2024

Revenue$80,325
Expenses$128,173
Net Income-$47,848

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ZHIYI ZHOUChairman Of The BoardPT$0--
JIAXIN WANBoard Member-$0--
JEFFERY JOLLEYAcademic Board Member-$0--
Filing and Contact Details

Filer

Filer Name
Institute of Applied Actuarial Science
EIN
81-1125722
Phone
7144828016
Address
10621 BOLSA AVE 24, GARDEN GROVE, CA 92843

Signing Officer

Name
Zhiyi Zhou
Title
CEO and Treasurer
Phone
7144828016
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Weaver and Tidwell Llp
Address
2300 N FIELD ST STE 1000, DALLAS, TX 75201
Preparer
Prerna Jagada
Phone
9724901970
Raw XML Appendix333 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.

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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt072059
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0119769
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt038593
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt075973
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt023397
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt023397
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0428419
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0122025
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt072059
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0119769
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt038593
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt075973
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0128018
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0122025
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0451816
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0329791
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0ACTUARIAL MANAGEMENT CORPORATION
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt03175 E WARM SPRINGS ROAD SUITE 102
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LAS VEGAS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NV
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd089120
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt079000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0106046
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PROGRAM RELATED INVESTMENT IN ADI
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0106046
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0116651
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SMALL BUSINESS INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER DEDUCTIONS FROM PARTNERSHIP INTERESTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE SUPPLIES AND SOFTWARE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4RETIREMENT ACCOUNT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt17815
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31463
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt4964
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0154
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt21
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0154
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17815
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31463
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4964
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt03838
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYROLL LIABILITIES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0-2253
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt045000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt045000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt05106
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt05106
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ZHIYI ZHOU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO AND TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07144828016
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSTITUTE OF APPLIED ACTUARIAL SCIENCE
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0811125722
ReturnHeader/Filer/PhoneNum07144828016
ReturnHeader/Filer/USAddress/AddressLine1Txt010621 BOLSA AVE 24
ReturnHeader/Filer/USAddress/CityNm0GARDEN GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092843
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0750786316
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEAVER AND TIDWELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02300 N FIELD ST STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075201
ReturnHeader/PreparerPersonGrp/PhoneNum09724901970
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PRERNA JAGADA
ReturnHeader/ReturnTs02025-11-12T09:13:39-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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