Civic Intelligence

Phat an Monastery

990 • Fiscal year 2023 • EIN 81-4441433

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization ProfileN/A
1722 S Greenville StSanta Ana, CA 92704

(714) 951-4008

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

53rd percentile

4.5%

Higher net margin than 53% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

3rd percentile

-97%

Faster asset growth than 3% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

49th percentile

3.9%

Faster revenue growth than 49% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$16,957

Down $631,205 (-97%) from 2022

Net Assets

Down

$16,957

Down $601,705 (-97%) from 2022

Liabilities

Down

$0

Down $29,500 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin53rd percentile

Revenue

Up

$197,080

Up $7,381 (+3.9%) from 2022

Expenses

Up

$188,136

Up $114,006 (+154%) from 2022

Net Income

Down

$8,944

Down $106,625 (-92%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$800K$600K$400K$200K$0Assets 2020: $7,912Net Assets 2020: $7,9122020Assets 2021: $532,593Liabilities 2021: $29,500Net Assets 2021: $503,0932021Assets 2022: $648,162Liabilities 2022: $29,500Net Assets 2022: $618,6622022Assets 2023: $16,957Liabilities 2023: $0Net Assets 2023: $16,9572023Assets 2024: $13,719Liabilities 2024: $0Net Assets 2024: $13,7192024

Highlighted filing

2023

Assets$16,957
Liabilities$0
Net Assets$16,957
Open 2023 Filing

Operations Trend

Revenue Growth49th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2020: $170,916Expenses 2020: $190,577Net Income 2020: -$19,6612020Revenue 2021: $565,775Expenses 2021: $72,421Net Income 2021: $493,3542021Revenue 2022: $189,699Expenses 2022: $74,130Net Income 2022: $115,5692022Revenue 2023: $197,080Expenses 2023: $188,136Net Income 2023: $8,9442023Revenue 2024: $625,062Expenses 2024: $628,300Net Income 2024: -$3,2382024

Highlighted filing

2023

Revenue$197,080
Expenses$188,136
Net Income$8,944
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$197,080
Mission and Program Overview

Mission

The Monastery is the Vietnamese Buddhist temple. We serve the Vietnamese-Amaerican and Buddhist communities with visions focused on Buddhism and are committed in the preservation of the Vietnameses cultural heritage

RELIGOUS ACTIVITIES

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$359,828--
Cash and Non-Interest-Bearing Accounts$69,334$16,957▼ $52,377
Rtn Earn Endowment Incm Other Fnds$618,662$16,957▼ $601,705
Other Assets Total$219,000--
Total Assets$648,162$16,957▼ $631,205
Liabilities
Other Liabilities$29,500--
Total Liabilities$29,500$0▼ $29,500
Net Assets / Fund Balance
Total Net Assets Fund Balance$618,662$16,957▼ $601,705
Total Liabilities and Net Assets / Fund Balance$648,162$16,957▼ $631,205
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Loan ThiNguyen
Revenue and Support

Revenue Composition

Contributions and Grants
$197,080
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$197,080
Change in Net Assets
$8,944
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$188,136
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
Fees for Services Legal$8,406$0$0$8,406
Insurance$4,496$0$0$4,496
Travel$330$0$0$330
Other Expenses$304$0$0$304
Total Functional Expenses$188,136$0$0$188,136
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
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

Filer Name
Phat an Monastery
EIN
81-4441433
Phone
7149514008
Address
1722 S GREENVILLE ST, SANTA ANA, CA 92704

Signing Officer

Name
Loan T Nguyen
Title
Officer
Phone
7149514008
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Loan T Nguyen
Formed
2016
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Good Jobs Inc
Address
14214 BROOKHURST ST, GARDEN GROVE, CA 92843
Preparer
Mai Bui
Phone
7146383302
Supplemental Narrative

Additional Explanations

Pt VI, Line 8A

“NO COMMENTS”

Pt VI, Line 11B

“NO COMMENTS”

Pt VI, Line 8B

“NO COMMENTS”

Raw XML Appendix247 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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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,957
Liabilities
$0
Net assets
$16,957
Revenue
$197,080
Expenses
$188,136
Net income
$8,944
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.00$0.14$6.25$6.28$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$1.97$1.88$0.09
2022Detailed filing. Detailed filing data is available for this year.$6.48$0.30$6.19$1.90$0.74$1.16
2021Detailed filing. Detailed filing data is available for this year.$5.33$0.30$5.03$5.66$0.72$4.93
2020Detailed filing. Detailed filing data is available for this year.$0.08$0.08$1.71$1.91$0.20