Civic Intelligence

Caterpillar English Academy

990 • Fiscal year 2021 • EIN 85-3413771

Jul 14, 2020 to Jun 30, 2021 • Filed on Oct 06, 2021

Organization ProfileWWW.CATERPILLARACADEMY.ORG
4557 Laird CirSanta Clara, CA 95054

(408) 663-0017

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

83rd percentile

43%

Higher net margin than 83% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

$729

No earlier filing loaded for comparison.

Net Assets

$729

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin83rd percentile

Revenue

$1,690

No earlier filing loaded for comparison.

Expenses

$961

No earlier filing loaded for comparison.

Net Income

$729

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0K$1.5K$1.0K$500$0Assets 2021: $729Liabilities 2021: $0Net Assets 2021: $7292021Assets 2022: $1,872Liabilities 2022: $0Net Assets 2022: $1,8722022Assets 2023: $1,612Liabilities 2023: $0Net Assets 2023: $1,6122023

Highlighted filing

2021

Assets$729
Liabilities$0
Net Assets$729
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0K$2.0K$1.0K$0-$1.0KRevenue 2021: $1,690Expenses 2021: $961Net Income 2021: $7292021Revenue 2022: $2,723Expenses 2022: $1,580Net Income 2022: $1,1432022Revenue 2023: $1,782Expenses 2023: $2,042Net Income 2023: -$2602023

Highlighted filing

2021

Revenue$1,690
Expenses$961
Net Income$729
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 14, 2020 to Jun 30, 2021
Signed
Oct 6, 2021
Return Version
2020v4.0
Gross Receipts
$1,690
Mission and Program Overview

Mission

To provide leadership opportunities for our tutors while promoting the growth of our students. To recruit upper level students to mentor and become role models for underprivileged youths. To help educate, encourage and inspire our students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$729-
Total Assets$0$729▲ $729
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$729-
Total Net Assets Fund Balance$0$729▲ $729
Total Liabilities and Net Assets / Fund Balance$0$729▲ $729
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Ye ZhuCEO
Shihching TsengCFO
Wen-shuan TsengSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,690
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,690
Change in Net Assets
$729
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$961
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
Office Expenses-$535-$535
Other Expenses-$55-$55
Advertising-$25-$25
Total Functional Expenses$0$961$0$961
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
Yes
Audit committee
Yes
Backup withholding compliance
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

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Caterpillar English Academy
EIN
85-3413771
Phone
4086630017
Address
4557 LAIRD CIR, SANTA CLARA, CA 95054

Signing Officer

Name
Ye Zhu
Title
CEO
Phone
4086630017
Signed
2021-10-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ye Zhu
Formed
2020
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
5

Preparer

Firm
Bonnie Li Accounting & Tax Service Llp
Address
800 W EL CAMINO REAL SUITE 180, MOUNTAIN VIEW, CA 94040-2586
Preparer
Bei Bonnie Li
Phone
4089668930
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To provide leadership opportunities for our tutors while promoting the growth of our students. To recruit upper level students to mentor and become role models for underprivileged youths. To help educate, encourage and inspire our students.”

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$729
Liabilities
$0
Net assets
$729
Revenue
$1,690
Expenses
$961
Net income
$729
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1,612$0$1,612$1,782$2,042$260
2022Detailed filing. Detailed filing data is available for this year.$1,872$0$1,872$2,723$1,580$1,143
2021Detailed filing. Detailed filing data is available for this year.$729$0$729$1,690$961$729