Civic Intelligence

Gee How Oak Tin Association

990 • Fiscal year 2020 • EIN 94-2401613

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 20, 2023

320 8th St 2EOakland, CA 94607

(510) 461-4489

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

26th percentile

0.00x

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

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Net Margin

28th percentile

-4.6%

Higher net margin than 28% of similar nonprofits.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2020 filings • 501(c)7 • $500k-$1M nonprofits • Source year 2020

Asset Growth

41st percentile

-0.4%

Faster asset growth than 41% of similar nonprofits.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

11th percentile

-43%

Faster revenue growth than 11% of similar nonprofits.

2020 filings • 501(c)7 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$615,778

Down $2,291 (-0.4%) from 2019

Net Assets

Down

$615,778

Down $2,291 (-0.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$50,281

Down $38,609 (-43%) from 2019

Expenses

Down

$52,572

Down $22,610 (-30%) from 2019

Net Income

Down

-$2,291

Down $15,999 (-117%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $532,965Liabilities 2011: $02011Assets 2012: $521,454Liabilities 2012: $521,454Net Assets 2012: $02012Assets 2013: $536,814Liabilities 2013: $02013Assets 2015: $561,567Liabilities 2015: $0Net Assets 2015: $561,5672015Assets 2016: $549,266Liabilities 2016: $0Net Assets 2016: $549,2662016Assets 2017: $642,678Liabilities 2017: $0Net Assets 2017: $642,6782017Assets 2018: $602,110Liabilities 2018: $0Net Assets 2018: $602,1102018Assets 2019: $618,069Liabilities 2019: $0Net Assets 2019: $618,0692019Assets 2020: $615,778Liabilities 2020: $0Net Assets 2020: $615,7782020Assets 2021: $654,981Liabilities 2021: $0Net Assets 2021: $654,9812021Assets 2022: $654,073Liabilities 2022: $0Net Assets 2022: $654,0732022Assets 2023: $651,004Liabilities 2023: $0Net Assets 2023: $651,0042023Assets 2024: $648,507Liabilities 2024: $0Net Assets 2024: $648,5072024Assets 2025: $639,430Liabilities 2025: $0Net Assets 2025: $639,4302025

Highlighted filing

2020

Assets$615,778
Liabilities$0
Net Assets$615,778

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2011: $71,462Expenses 2011: $89,689Net Income 2011: -$18,2272011Revenue 2012: $0Expenses 2012: $0Net Income 2012: $02012Revenue 2013: $80,504Expenses 2013: $66,997Net Income 2013: $13,5072013Revenue 2015: $82,136Expenses 2015: $59,346Net Income 2015: $22,7902015Revenue 2016: $68,097Expenses 2016: $0Net Income 2016: $68,0972016Revenue 2017: $126,474Expenses 2017: $104,209Net Income 2017: $22,2652017Revenue 2018: $104,486Expenses 2018: $72,156Net Income 2018: $32,3302018Revenue 2019: $88,890Expenses 2019: $75,182Net Income 2019: $13,7082019Revenue 2020: $50,281Expenses 2020: $52,572Net Income 2020: -$2,2912020Revenue 2021: $69,251Expenses 2021: $30,048Net Income 2021: $39,2032021Revenue 2022: $55,000Expenses 2022: $55,908Net Income 2022: -$9082022Revenue 2023: $45,912Expenses 2023: $48,981Net Income 2023: -$3,0692023Revenue 2024: $53,341Expenses 2024: $55,838Net Income 2024: -$2,4972024Revenue 2025: $49,499Expenses 2025: $58,576Net Income 2025: -$9,0772025

Highlighted filing

2020

Revenue$50,281
Expenses$52,572
Net Income-$2,291
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 20, 2023
Return Version
2020v4.0
Gross Receipts
$68,464
Mission and Program Overview

Mission

To provide social and recreational facilities to members and to organize social functions such as banquets and parties among members and members from other social clubs to preserve the chinese culture.

To provide social and recreational facilities to members and to organize social funtions such as banquets and parties among members and members from other social clubs to preserve the chinese culture.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$403,566$400,908▼ $2,658
Cash and Non-Interest-Bearing Accounts$155,253$154,377▼ $876
Savings and Temporary Cash Investments$59,250$60,493▲ $1,243
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$618,069$615,778▼ $2,291
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$618,069$615,778▼ $2,291
Total Net Assets Fund Balance$618,069$615,778▼ $2,291
Total Liabilities and Net Assets / Fund Balance$618,069$615,778▼ $2,291

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$339,486$92,313$106,308
Land$43,422-$43,422
Leasehold Improvements$18,000-$18,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Shu Kwok ChanPresident
Anna Y ChanSecretary
Carol ChinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$61,705
Program Service Revenue
$0
Investment Income
$1,243
Other Revenue
$-12,667
Change in Net Assets
$-2,291
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$52,572
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
All Other Expenses---$9,442
Other Expenses---$4,952
Total Functional Expenses$0$0$0$52,572
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

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

Governance Checklist

Compiled or reviewed by an accountant
No
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, Part VI, Line 11B: Form 990 Review Process

Treasurer reviews completed tax returns then forward to president and secretary for another review and approval. President signs returns (or authorization to e-file. Returns will be available for memebers/officers and general public for review upon request.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Tax returns are available upon request.

Filing and Contact Details

Filer

Filer Name
Gee How Oak Tin Association
EIN
94-2401613
Phone
5104614489
Address
320 8TH ST 2E, OAKLAND, CA 94607

Signing Officer

Name
Carol Chin
Title
Treasurer
Signed
2023-11-20
Discuss with paid preparer
Yes

Organization Details

Formed
1977
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
0

Preparer

Firm
Chi H Lai CPA
Address
2950 Merced St Ste 216, San Leandro, CA 94577
Preparer
Chi H Lai
Phone
5104512266
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

BANK CHARGES: Column (A) - Total = $43; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

DONATION: Column (A) - Total = $540; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

ELECTRICITY: Column (A) - Total = $1827; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

GIFT: Column (A) - Total = $1732; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

INSURANCE: Column (A) - Total = $1252; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

OFFICE EXPENSE: Column (A) - Total = $285; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

OPERATING EXPENSES: Column (A) - Total = $1760; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

PROFESSIONAL FEE: Column (A) - Total = $1016; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

REPAIR & MAINTENANCE: Column (A) - Total = $97; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

TAX AND DUE: Column (A) - Total = $10; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

TELEPHONE: Column (A) - Total = $880; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Raw XML Appendix326 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TREASURER REVIEWS COMPLETED TAX RETURNS THEN FORWARD TO PRESIDENT AND SECRETARY FOR ANOTHER REVIEW AND APPROVAL. PRESIDENT SIGNS RETURNS (OR AUTHORIZATION TO E-FILE. RETURNS WILL BE AVAILABLE FOR MEMEBERS/OFFICERS AND GENERAL PUBLIC FOR REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAX RETURNS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK CHARGES: Column (A) - Total = $43; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OFFICE EXPENSE: Column (A) - Total = $285; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OPERATING EXPENSES: Column (A) - Total = $1760; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PROFESSIONAL FEE: Column (A) - Total = $1016; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10REPAIR & MAINTENANCE: Column (A) - Total = $97; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11TAX AND DUE: Column (A) - Total = $10; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TELEPHONE: Column (A) - Total = $880; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e: Other Expenses
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0618069
IRS990/TotalAssetsEOYAmt0615778
IRS990/TotalAssetsGrp/BOYAmt0618069
IRS990/TotalAssetsGrp/EOYAmt0615778
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt061705
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt052572
IRS990/TotalGrossUBIAmt0-12667
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0618069
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0615778
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01243
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt050281
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-12667
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0618069
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0615778
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/USAddress/AddressLine1Txt0320 8TH ST 2E
IRS990/USAddress/CityNm0OAKLAND
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0946074262
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL CHIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GEE HOW OAK TIN ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0GEEH
ReturnHeader/Filer/EIN0942401613
ReturnHeader/Filer/PhoneNum05104614489
ReturnHeader/Filer/USAddress/AddressLine1Txt0320 8TH ST 2E
ReturnHeader/Filer/USAddress/CityNm0OAKLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094607
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680128519
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Chi H Lai CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02950 Merced St Ste 216
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Leandro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094577
ReturnHeader/PreparerPersonGrp/PhoneNum05104512266
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHI H LAI
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-20T12:14:51-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHIN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$0.49$0.59$0.09
2024Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.53$0.56$0.02
2023Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$0.46$0.49$0.03
2022Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$0.55$0.56$0.01
2021Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.69$0.30$0.39
2020Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$0.50$0.53$0.02
2019Summary only. Only limited summary data is available for this year.$6.18$0.00$6.18$0.89$0.75$0.14
2018Summary only. Only limited summary data is available for this year.$6.02$0.00$6.02$1.04$0.72$0.32
2017Summary only. Only limited summary data is available for this year.$6.43$0.00$6.43$1.26$1.04$0.22
2016Summary only. Only limited summary data is available for this year.$5.49$0.00$5.49$0.68$0.00$0.68
2015Summary only. Only limited summary data is available for this year.$5.62$0.00$5.62$0.82$0.59$0.23
2013Summary only. Only limited summary data is available for this year.$5.37$0.00$0.81$0.67$0.14
2012Summary only. Only limited summary data is available for this year.$5.21$5.21$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$5.33$0.00$0.71$0.90$0.18
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)7 • $500k-$1M nonprofits