Civic Intelligence

Chinese for Affirmative Action

EIN 94-2161304 • 501(c)3 • San Francisco, CA

Profile

Chinese For Affirmative Action (CAA) is a community-based civil rights organization that conducts community service, policy advocacy, and movement building activities.

17 Walter U Lum PlaceSan Francisco, CA 94108

www.caasf.org

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.05x

Higher debt load relative to assets than 22% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.12x

Higher debt load relative to revenue than 24% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

45th percentile

3.2%

Higher net margin than 45% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$221,991

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

53rd percentile

6.7%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

67th percentile

17%

Faster revenue growth than 67% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$52,257,890

Up $3,265,315 (+6.7%) from 2023

Liabilities

Up

$2,364,808

Up $619,223 (+35%) from 2023

Net Assets

Up

$49,893,082

Up $2,646,092 (+5.6%) from 2023

Revenue

Up

$19,659,649

Up $2,861,890 (+17%) from 2023

Expenses

Up

$19,037,363

Up $3,148,686 (+20%) from 2023

Net Income

Down

$622,286

Down $286,796 (-32%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $1,102,858Liabilities 2010: $41,732Net Assets 2010: $1,061,1262010Assets 2011: $1,363,049Liabilities 2011: $87,808Net Assets 2011: $1,275,2422011Assets 2012: $1,038,280Liabilities 2012: $119,537Net Assets 2012: $918,7432012Assets 2013: $1,384,652Liabilities 2013: $258,292Net Assets 2013: $1,126,3602013Assets 2014: $1,736,359Liabilities 2014: $278,422Net Assets 2014: $1,457,9372014Assets 2015: $1,696,135Liabilities 2015: $224,029Net Assets 2015: $1,472,1062015Assets 2016: $2,318,521Liabilities 2016: $431,632Net Assets 2016: $1,886,8892016Assets 2017: $3,105,880Liabilities 2017: $353,625Net Assets 2017: $2,752,2552017Assets 2018: $3,364,889Liabilities 2018: $481,229Net Assets 2018: $2,883,6602018Assets 2019: $4,937,994Liabilities 2019: $448,499Net Assets 2019: $4,489,4952019Assets 2020: $6,424,523Liabilities 2020: $1,083,203Net Assets 2020: $5,341,3202020Assets 2021: $46,812,510Liabilities 2021: $1,645,749Net Assets 2021: $45,166,7612021Assets 2022: $44,089,083Liabilities 2022: $1,368,681Net Assets 2022: $42,720,4022022Assets 2023: $48,992,575Liabilities 2023: $1,745,585Net Assets 2023: $47,246,9902023Assets 2024: $52,257,890Liabilities 2024: $2,364,808Net Assets 2024: $49,893,0822024

Highlighted filing

2024

Assets$52,257,890
Liabilities$2,364,808
Net Assets$49,893,082

Operations Trend

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

$60M$40M$20M$0Revenue 2010: $1,654,892Expenses 2010: $1,406,361Net Income 2010: $248,5312010Revenue 2011: $1,678,506Expenses 2011: $1,464,390Net Income 2011: $214,1162011Expenses 2012: $1,523,7852012Revenue 2013: $2,223,817Expenses 2013: $2,070,520Net Income 2013: $153,2972013Revenue 2014: $2,573,124Expenses 2014: $2,203,329Net Income 2014: $369,7952014Revenue 2015: $2,267,816Expenses 2015: $2,202,959Net Income 2015: $64,8572015Revenue 2016: $2,828,464Expenses 2016: $2,413,681Net Income 2016: $414,7832016Revenue 2017: $3,844,801Expenses 2017: $2,979,435Net Income 2017: $865,3662017Revenue 2018: $3,816,838Expenses 2018: $3,587,604Net Income 2018: $229,2342018Revenue 2019: $5,868,754Expenses 2019: $4,270,889Net Income 2019: $1,597,8652019Revenue 2020: $7,104,499Expenses 2020: $6,258,045Net Income 2020: $846,4542020Revenue 2021: $48,725,620Expenses 2021: $9,077,900Net Income 2021: $39,647,7202021Revenue 2022: $13,816,264Expenses 2022: $13,209,349Net Income 2022: $606,9152022Revenue 2023: $16,797,759Expenses 2023: $15,888,677Net Income 2023: $909,0822023Revenue 2024: $19,659,649Expenses 2024: $19,037,363Net Income 2024: $622,2862024

Highlighted filing

2024

Revenue$19,659,649
Expenses$19,037,363
Net Income$622,286

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.3$2.36$49.9$19.7$19.0$0.62
2023Summary only. Only limited summary data is available for this year.$49.0$1.75$47.2$16.8$15.9$0.91
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.1$1.37$42.7$13.8$13.2$0.61
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.8$1.65$45.2$48.7$9.08$39.6
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.42$1.08$5.34$7.10$6.26$0.85
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.94$0.45$4.49$5.87$4.27$1.60
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.36$0.48$2.88$3.82$3.59$0.23
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.11$0.35$2.75$3.84$2.98$0.87
2016Summary only. Only limited summary data is available for this year.$2.32$0.43$1.89$2.83$2.41$0.41
2015Summary only. Only limited summary data is available for this year.$1.70$0.22$1.47$2.27$2.20$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.74$0.28$1.46$2.57$2.20$0.37
2013Detailed filing. Detailed filing data is available for this year.$1.38$0.26$1.13$2.22$2.07$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.12$0.92$1.52
2011Summary only. Only limited summary data is available for this year.$1.36$0.09$1.28$1.68$1.46$0.21
2010Summary only. Only limited summary data is available for this year.$1.10$0.04$1.06$1.65$1.41$0.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 18, 2025
Return Version
2024v5.2
Gross Receipts
$19,999,222
Mission and Program Overview

Mission

CAA is a community-based civil rights organization that conducts community service, policy advocacy, and movement building activities.

Chinese for Affirmative Action ("CAA") is a community-based civil rights organization that conducts community service, policy advocacy, and movement building activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$36,067,288$39,977,027▲ $3,909,739
Savings and Temporary Cash Investments$5,755,768$5,073,947▼ $681,821
Pledges and Grants Receivable$2,260,251$2,475,305▲ $215,054
Accounts Receivable$1,750,301$1,826,136▲ $75,835
Cash and Non-Interest-Bearing Accounts$2,223,755$1,473,254▼ $750,501
Prepaid Expenses and Deferred Charges$251,923$850,597▲ $598,674
Land, Buildings, and Equipment, Net$613,667$543,360▼ $70,307
Total Assets$48,992,575$52,257,890▲ $3,265,315
Other Assets Total$69,622$38,264▼ $31,358
Liabilities
Accounts Payable and Accrued Expenses$1,351,760$1,614,508▲ $262,748
Deferred Revenue$337,237$724,766▲ $387,529
Other Liabilities$56,588$25,534▼ $31,054
Total Liabilities$1,745,585$2,364,808▲ $619,223
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$41,321,262$44,528,007▲ $3,206,745
Net Assets With Donor Restrictions$5,925,728$5,365,075▼ $560,653
Total Net Assets Fund Balance$47,246,990$49,893,082▲ $2,646,092
Total Liabilities and Net Assets / Fund Balance$48,992,575$52,257,890▲ $3,265,315

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$382,399$988,852$1,371,251
Land$149,731-$149,731
Other Land Buildings$8,636$138,447$147,083
Equipment$2,594$66,107$68,701

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$200,000-▲ $62,974$62,974$200,000
2023$200,000-▲ $70,600$70,600$200,000
2022$200,000-▲ $95,523$95,523$200,000
2021$200,000-▲ $67,985$67,985$200,000
2020$200,000-▲ $76,421$76,421$200,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cynthia ChoiCo-Executive DirectorFT$195,451$26,540$221,991
Vincent PanCo-Executive DirectorFT$192,195$27,850$220,045
Jeremy RyeManaging Director of DevelopmentFT$171,043$8,696$179,739
John FongDirector of FinanceFT$152,888$24,630$177,518
Andy WongManaging Director of AdvocacyFT$161,762$15,666$177,428
Annette WongManaging Director of ProgramsFT$160,877$15,581$176,458
Mia NakanoDirector of ITFT$143,217$22,597$165,814
Lee WangManaging Director, Stop AAPI HateFT$149,222$4,325$153,547

Board Members and Trustees

NameTitle
Celia LeeChairperson
Lisa LeeVice Chair/Secretary
Brian YeeBoard Member
Chandara PhanachoneBoard Member
Henry DerBoard Member
Jill KunishimaBoard Member
Kosheno MooreBoard Member
Michelle KimBoard Member
Miguel de la Fuente-LauBoard Member
Sandhya JhaBoard Member
Germaine WongBoard Member (end Feb.)
Victoria WongBoard Member (end Feb.)
Chris JocsonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
AAPI Equity AllianceProgram partner905 E 8th St, Los Angeles, CA 90021$833,551
Fenton Communications IncMedia strategy and press support630 Ninth Avenue Ste 910, New York, NY 10036$247,000
Catalyst CaliforniaProgram partner for MOSAIC1910 Sunset Boulevard 500, Los Angeles, CA 90026$175,000
PoderProgram partner255 Shotwell St, San Francisco, CA 94110$162,843
Blueprint InteractiveDigital strategy2307 North Trenton Street, Arlington, VA 22207$151,003
Revenue and Support

Revenue Composition

Contributions and Grants
$8,171,946
Program Service Revenue
$9,258,029
Investment Income
$2,100,528
Other Revenue
$129,146
All Other Contributions
$8,021,903
Change in Net Assets
$622,286

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Closely Held Stock18$124,418Median, receipt date
Other Non Cash Contri Table18$13,116Fair Market Value (FMV)
Total Noncash Contributions36$137,534-

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,659,649
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,592,453
Total Revenue per Audited Statements
$22,252,102
Total Revenue per Form 990
$19,659,649
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$12,799,854
Other Expenses$6,004,770
Total Fundraising Expense$739,009
Grants and Similar Amounts Paid$232,739
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,593,165$855,991$240,678$9,689,834
Fees for Services Other$3,340,548$254,619-$3,595,167
Other Employee Benefits$1,252,007$143,882$36,079$1,431,968
Payroll Taxes$674,253$75,661$24,438$774,352
Current Officers, Directors, Trustees, and Key Employees$351,881$198,154$93,414$643,449
Information Technology$305,410$146,205$408$452,023
Office Expenses$261,921$16,798$40,593$319,312
Travel$287,546$6,994$5,159$299,699
Fees for Services Lobbying--$260,547$260,547
Pension Plan Contributions$231,080$24,094$5,077$260,251
Occupancy$206,323$8,219$9,602$224,144
Fees for Services Legal-$210,185-$210,185
Grants to Domestic Individuals$200,426--$200,426
All Other Expenses$74,596$28,408$13,721$116,725
Depreciation Depletion$65,634$4,673-$70,307
Fees for Services Accounting-$52,956-$52,956
Insurance$31,950$19,501-$51,451
Other Expenses$37,529$3,263$4,747$42,276
Grants to Domestic Orgs$32,313--$32,313
Conferences and Meetings$9,602-$1,674$11,276
Advertising$2,244--$2,244
Total Functional Expenses$16,218,499$2,079,855$739,009$19,037,363

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$19,606,010
Expenses per Audited Statements$19,037,363
Total Expenses per Form 990$19,037,363
Expenses Not Reported on Form 990$568,647
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Youth Center of San FranciscoSan Francisco, CA501(c)(3)Support$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$284,978
Fundraising Gross Income$284,978
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Celeb. of Justice$402,964$272,154$160,475$111,679
20th Anniversary Fundraiser$17,203$10,008$4,466$5,542
Total Events$435,021$284,978$284,978$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease liability - operating$25,534
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

The Finance policies and procedures require the signature of a Co-Executive Director on the Form 990. A Co-Executive Director is responsible for reviewing the Form 990 to ensure a complete and accurate filing. A live signature by the Co-Executive Director indicating their approval for filing is required on the Form 990 before submission.

Form 990, Part VI, Section B, line 12C

All staff are trained on the record/document retention, conflict of interest, and whistleblower protection policies as part of initial staff orientation and annually at staff meetings. Board and staff complete the conflict of interest disclosure on an annual basis. Implementation of policies is monitored by senior management. Specifically, storage and destruction of documents is completed under the supervision of senior management and the Director of Technology. A Co-Executive Director works with the Board Chair on the annual filing of conflicts of interest. The whistleblower protection policy is posted prominently for all staff; proper implementation is supervised by senior management should the need arise.

Form 990, Part VI, Section B, line 15

The Executive Committee makes the recommendation for the Co-Executive Directors' salary to the full Board of Directors for approval. The decision is based on a performance review of the Co-Executive Directors, the Board's extensive knowledge and experience with executive compensation at similar organizations, compensation levels of past Executive Directors, and compensation levels of other staff. Form 990, Part VI, Line 15b: The Co-Executive Directors determine and approve the salary of the Director of Finance. The decision is based on a performance review of the Director of Finance and compensation levels of other staff.

Form 990, Part VI, Section C, line 19

The Organization's governing documents, policies, and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Chinese for Affirmative Action
EIN
94-2161304
Phone
4152746750
Address
17 Walter U Lum Place, San Francisco, CA 94108
Doing Business As
Asian Americans for Civil Rights and Equality

Signing Officer

Name
Vincent Pan
Title
Co-Exec. Director
Phone
4152746750
Signed
2025-09-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vincent Pan
Formed
1969
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
162
Volunteers
300

Preparer

Firm
Harrington Group CPAs LLP
Address
2698 Mataro Street, Pasadena, CA 91107
Preparer
Oswaldo D Torres CPA
Phone
6264036801
Supplemental Narrative

Additional Explanations

Form 990, Part I, Item C

DBA: Asian Americans for Civil Rights and Equality DBA: Asian Prisoner Support Committee DBA: Hyphen DBA: Alliance of South Asians Taking Action DBA: APEX Express DBA: Asian Refugees United DBA: Hmong Innovating Politics DBA: Lavender Phoenix DBA: Network on Religion and Justice DBA: Stop AAPI Hate DBA: VietUnity Bay Area DBA: Visibility Project

Form 990, Part IX, line 11G

Subcontracts: Program service expenses 1,647,082. Total expenses 1,647,082. Language: Program service expenses 217,227. Total expenses 217,227. Voting: Program service expenses 246,154. Total expenses 246,154. Communication: Program service expenses 427,075. Management and general expenses 148,448. Total expenses 575,523. Training: Program service expenses 597,498. Management and general expenses 105,886. Total expenses 703,384. Other consultants: Program service expenses 174,788. Total expenses 174,788. Interpretation and translation: Program service expenses 30,724. Management and general expenses 285. Total expenses 31,009.

Financial Statement Notes

Part V, Line 4:

Use of investment earnings for program support.

Part X, Line 2:

The Organization is exempt from taxation under Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. Generally accepted accounting principles provide accounting and disclosure guidance about positions taken by an organization in its tax returns that might be uncertain. Management has considered its tax positions and believes that all of the positions taken by the Organization in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. The Organization's returns are subject to examination by federal taxing authorities, generally for three years, respectively, after they are filed.

Part XI, Line 2D - Other Adjustments:

Fundraising event expenses 284,978.

Part XII, Line 2D - Other Adjustments:

Fundraising event expenses 284,978.

Raw XML AppendixShowing 400 of 980 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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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/Desc0CAA's local programming nurtures the ability of immigrants to participate fully in civic life. These activities include leadership development for monolingual public school parents, employment services for limited-English proficient newcomers, outreach for immigrant legal services, and community and voter education underscoring issues that impact CAA's constituency. In addition, CAA leads advocacy to improve public policy and inform public discourse through ethnic and mainstream media, and organizes to engage elected and government officials.
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