Civic Intelligence

North America San Yu Alumni Association

EIN 95-4160869 • 501(c)3 • Temple City, CA

Profile

Contributions from our Alumni will be deposited as an education scholarship fund earned interest to benefit the financial need students to receive their college education inside the United States.

4902 Glickman AveTemple City, CA 91780

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

96th percentile

82%

Higher net margin than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

67th percentile

10%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

86th percentile

64%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,425,183

Up $140,746 (+6.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,425,183

Up $140,746 (+6.2%) from 2023

Revenue

Up

$188,717

Up $35,916 (+24%) from 2023

Expenses

Up

$47,971

Up $3,370 (+7.6%) from 2023

Net Income

Up

$140,746

Up $32,546 (+30%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,141,155Liabilities 2012: $0Net Assets 2012: $1,141,1552012Assets 2013: $1,262,750Liabilities 2013: $0Net Assets 2013: $1,262,7502013Assets 2014: $1,358,198Liabilities 2014: $0Net Assets 2014: $1,358,1982014Assets 2015: $1,423,003Liabilities 2015: $0Net Assets 2015: $1,423,0032015Assets 2016: $1,558,872Liabilities 2016: $0Net Assets 2016: $1,558,8722016Assets 2017: $1,645,822Liabilities 2017: $0Net Assets 2017: $1,645,8222017Assets 2018: $1,733,881Liabilities 2018: $0Net Assets 2018: $1,733,8812018Assets 2019: $1,823,630Liabilities 2019: $0Net Assets 2019: $1,823,6302019Assets 2020: $1,922,954Liabilities 2020: $0Net Assets 2020: $1,922,9542020Assets 2021: $2,074,690Liabilities 2021: $0Net Assets 2021: $2,074,6902021Assets 2022: $2,176,237Liabilities 2022: $0Net Assets 2022: $2,176,2372022Assets 2023: $2,284,437Liabilities 2023: $0Net Assets 2023: $2,284,4372023Assets 2024: $2,425,183Liabilities 2024: $0Net Assets 2024: $2,425,1832024

Highlighted filing

2024

Assets$2,425,183
Liabilities$0
Net Assets$2,425,183

Operations Trend

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

$300K$200K$100K$0Revenue 2012: $198,561Expenses 2012: $21,763Net Income 2012: $176,7982012Revenue 2013: $145,633Expenses 2013: $24,038Net Income 2013: $121,5952013Revenue 2014: $123,732Expenses 2014: $28,284Net Income 2014: $95,4482014Revenue 2015: $103,213Expenses 2015: $38,408Net Income 2015: $64,8052015Revenue 2016: $184,519Expenses 2016: $48,651Net Income 2016: $135,8682016Revenue 2017: $135,251Expenses 2017: $48,301Net Income 2017: $86,9502017Revenue 2018: $152,723Expenses 2018: $64,664Net Income 2018: $88,0592018Revenue 2019: $152,281Expenses 2019: $62,532Net Income 2019: $89,7492019Revenue 2020: $151,266Expenses 2020: $51,942Net Income 2020: $99,3242020Revenue 2021: $201,554Expenses 2021: $49,818Net Income 2021: $151,7362021Revenue 2022: $152,534Expenses 2022: $50,987Net Income 2022: $101,5472022Revenue 2023: $152,801Expenses 2023: $44,601Net Income 2023: $108,2002023Revenue 2024: $188,717Expenses 2024: $47,971Net Income 2024: $140,7462024

Highlighted filing

2024

Revenue$188,717
Expenses$47,971
Net Income$140,746

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 24, 2025
Return Version
2024v5.0
Gross Receipts
$188,717
Mission and Program Overview

Mission

Contributions from our Alumni will be deposited as an education scholarship fund earned interest to benefit the financial need students to receive their college education inside the United States

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,241,576$2,345,362▲ $103,786
Cash and Non-Interest-Bearing Accounts$42,861$79,821▲ $36,960
Total Assets$2,284,437$2,425,183▲ $140,746
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,284,437$2,425,183▲ $140,746
Total Net Assets Fund Balance$2,284,437$2,425,183▲ $140,746
Total Liabilities and Net Assets / Fund Balance$2,284,437$2,425,183▲ $140,746
Compensation and Service Providers

Board Members and Trustees

NameTitle
Marie CharPresident
Jenny HongSecretary
Lana LuiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$84,068
Program Service Revenue
$0
Investment Income
$104,649
Other Revenue
$0
All Other Contributions
$77,486
Change in Net Assets
$140,746
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$40,500
Other Expenses$7,471
Total Fundraising Expense$3,833
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$40,500--$40,500
Advertising--$3,833$3,833
Other Expenses-$425-$425
Total Functional Expenses$40,500$425$3,833$47,971
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
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

The president of the organization reviews the book and form 990 before filing

Form 990, Part VI, Line 18

No other documents available to the public, only upon request

Form 990, Part VIII, Line 3

Investment income dividends is from t rowe price

Filing and Contact Details

Filer

Filer Name
North America San Yu Alumni Association Education Fundation
EIN
95-4160869
Phone
9517502289
Address
4902 GLICKMAN AVE, TEMPLE CITY, CA 91780

Signing Officer

Name
Marie S Char
Title
President
Phone
9517502289
Signed
2025-02-24
Discuss with paid preparer
No

Organization Details

Principal Officer
Marie S Char
Formed
1995
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
18
Raw XML Appendix298 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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