Civic Intelligence

Chinese American CEO Organization

990 • Fiscal year 2016 • EIN 95-4598584

Oct 01, 2015 to Sep 30, 2016 • Filed on Feb 03, 2017

9449 8th StretRancho Cucamonga, CA 91730

(626) 274-2980

Siviq Scores

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

Liabilities / Assets

50th percentile

0.00x

Higher debt load relative to assets than 50% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

53rd percentile

0.01x

Higher debt load relative to revenue than 53% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

68th percentile

9.3%

Higher net margin than 68% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

56th percentile

5.3%

Faster asset growth than 56% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

54th percentile

2.8%

Faster revenue growth than 54% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$214,853

Up $10,846 (+5.3%) from 2015

Net Assets

Up

$214,053

Up $10,846 (+5.3%) from 2015

Liabilities

Flat

$800

Flat from 2015

Revenue

Up

$116,312

Up $3,151 (+2.8%) from 2015

Expenses

Down

$105,467

Down $15,075 (-13%) from 2015

Net Income

Up

$10,845

Up $18,226 (+247%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $133,106Liabilities 2011: $3,455Net Assets 2011: $129,6512011Assets 2012: $156,960Liabilities 2012: $3,455Net Assets 2012: $153,5052012Assets 2013: $161,436Liabilities 2013: $3,455Net Assets 2013: $157,9812013Assets 2014: $210,587Liabilities 2014: $0Net Assets 2014: $210,5872014Assets 2015: $204,007Liabilities 2015: $800Net Assets 2015: $203,2072015Assets 2016: $214,853Liabilities 2016: $800Net Assets 2016: $214,0532016Assets 2017: $228,979Liabilities 2017: $800Net Assets 2017: $228,1792017Assets 2018: $255,857Liabilities 2018: $800Net Assets 2018: $255,0572018Assets 2019: $236,542Liabilities 2019: $0Net Assets 2019: $236,5422019Assets 2020: $312,827Liabilities 2020: $88,300Net Assets 2020: $224,5272020Assets 2021: $320,339Liabilities 2021: $51,600Net Assets 2021: $268,7392021Assets 2022: $340,364Liabilities 2022: $51,600Net Assets 2022: $288,7642022Assets 2023: $364,271Liabilities 2023: $30,275Net Assets 2023: $333,9962023Assets 2024: $407,791Liabilities 2024: $11,686Net Assets 2024: $396,1052024Assets 2025: $402,334Liabilities 2025: $0Net Assets 2025: $402,3342025

Highlighted filing

2016

Assets$214,853
Liabilities$800
Net Assets$214,053

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $39,764Expenses 2011: $10,708Net Income 2011: $29,0562011Expenses 2012: $48,0552012Expenses 2013: $15,4432013Revenue 2014: $131,269Expenses 2014: $78,663Net Income 2014: $52,6062014Revenue 2015: $113,161Expenses 2015: $120,542Net Income 2015: -$7,3812015Revenue 2016: $116,312Expenses 2016: $105,467Net Income 2016: $10,8452016Revenue 2017: $32,915Expenses 2017: $18,789Net Income 2017: $14,1262017Revenue 2018: $69,013Expenses 2018: $42,125Net Income 2018: $26,8882018Revenue 2019: $98,398Expenses 2019: $117,714Net Income 2019: -$19,3162019Revenue 2020: $67,810Expenses 2020: $79,825Net Income 2020: -$12,0152020Revenue 2021: $98,531Expenses 2021: $54,319Net Income 2021: $44,2122021Revenue 2022: $131,833Expenses 2022: $111,812Net Income 2022: $20,0212022Revenue 2023: $196,876Expenses 2023: $151,644Net Income 2023: $45,2322023Revenue 2024: $246,485Expenses 2024: $184,376Net Income 2024: $62,1092024Revenue 2025: $114,195Expenses 2025: $101,136Net Income 2025: $13,0592025

Highlighted filing

2016

Revenue$116,312
Expenses$105,467
Net Income$10,845
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Feb 3, 2017
Return Version
2015v3.0
Gross Receipts
$116,312
Mission and Program Overview

Mission

The mission of the organization is to promote business connections, co-operations between chinese and american in the areas of business, trading manufacturing industries, and professional services.

The mission of the organization is to promote business connections, co-operations between chinese and american in the areas of business, trading manufacturing industries, and professional services. The exempt purpose also includes to promote trading, business expansion, and

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$204,007$214,853▲ $10,846
Cap Stk Tr Prin Current Funds$210,588$203,208▼ $7,380
Rtn Earn Endowment Incm Other Fnds$-7,381$10,845▲ $18,226
Total Assets$204,007$214,853▲ $10,846
Liabilities
Accounts Payable and Accrued Expenses$800$800→ $0
Total Liabilities$800$800→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$203,207$214,053▲ $10,846
Total Liabilities and Net Assets / Fund Balance$204,007$214,853▲ $10,846
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lisa ZhouCEO
Yuxia MaCFO
Mariah QianSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$116,205
Program Service Revenue
$0
Investment Income
$107
Other Revenue
$0
All Other Contributions
$79,428
Change in Net Assets
$10,845
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$105,467
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$10,428$5,943-$16,371
Other Expenses$4,281--$4,281
Office Expenses---$4,166
Conferences and Meetings---$1,850
Fees for Services Accounting---$900
Travel---$555
Advertising---$200
Total Functional Expenses$91,853$5,943$0$105,467
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 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
Chinese CEO Organization
EIN
95-4598584
Phone
6262742980
Address
9449 8TH STRET, RANCHO CUCAMONGA, CA 91730

Signing Officer

Name
Lisa Zhou
Title
CEO
Phone
6262742980
Signed
2017-02-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Zhou
Formed
1996
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Arcadia Business Solutions Inc
Address
150 N Santa Anita Ave Ste 500, Arcadia, CA 91006
Preparer
Tracy Jaffe
Phone
6264475133
Supplemental Narrative

Additional Explanations

Pt III, Line 2

The mission of the organization is to promote business connections,co-operations between chinese and american in the areas of business trading,manufacturing industries,and professional services.the exemptpurpose also includes to promote trading,business expansion , and overall economical interactions between the united states and china,and to provide assistance to needy people in china and usa throgh fund raising activities.

Pt VI, Line 11B

No review was or will be conducted.

Form 990, Part III, Line 4D

EVENT-FIELD TRIP 14710.

Form 990, Part IX, Line 24E

Bank service charge 10. 10.

Form 990, Part IX, Line 24E

LICENSE FEE 60. 60.

Form 990, Part IX, Line 24E

POSTAGE, MAILING SERVICE

Form 990, Part IX, Line 24E

WEBSITE 4920. 4920.

Form 990, Part IX, Line 24E

Printing and reproduction 53. 53.

Form 990, Part IX, Line 24E

SUPPLIES 10348. 10348.

Form 990, Part IX, Line 24E

EVENT-CHINA NATIONAL DAY

Form 990, Part IX, Line 24E

EVENT-FIELD TRIP 80. 80.

Form 990, Part IX, Line 24E

PARKING 900. 900.

Raw XML Appendix273 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/GoverningBodyVotingMembersCnt03
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IRS990/GrossReceiptsAmt0116312
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IRS990/IRPDocumentCnt00
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IRS990/MembersOrStockholdersInd0false
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IRS990/MissionDesc0THE MISSION OF THE ORGANIZATION IS TO
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990/PrincipalOfficerNm0LISA ZHOU
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MISSION OF THE ORGANIZATION IS TO PROMOTE BUSINESS CONNECTIONS,CO-OPERATIONS BETWEEN CHINESE AND AMERICAN IN THE AREAS OF BUSINESS TRADING,MANUFACTURING INDUSTRIES,AND PROFESSIONAL SERVICES.THE EXEMPTPURPOSE ALSO INCLUDES TO PROMOTE TRADING,BUSINESS EXPANSION , AND OVERALL ECONOMICAL INTERACTIONS BETWEEN THE UNITED STATES AND CHINA,AND TO PROVIDE ASSISTANCE TO NEEDY PEOPLE IN CHINA AND USA THROGH FUND RAISING ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EVENT-FIELD TRIP 14710.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BANK SERVICE CHARGE 10. 10.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LICENSE FEE 60. 60.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5POSTAGE, MAILING SERVICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6WEBSITE 4920. 4920.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PRINTING AND REPRODUCTION 53. 53.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SUPPLIES 10348. 10348.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9EVENT-CHINA NATIONAL DAY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10EVENT-FIELD TRIP 80. 80.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PARKING 900. 900.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt III, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA ZHOU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum06262742980
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHINESE CEO ORGANIZATION
ReturnHeader/Filer/BusinessNameControlTxt0CHIN
ReturnHeader/Filer/EIN0954598584
ReturnHeader/Filer/PhoneNum06262742980
ReturnHeader/Filer/USAddress/AddressLine1Txt09449 8TH STRET
ReturnHeader/Filer/USAddress/CityNm0RANCHO CUCAMONGA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091730
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Arcadia Business Solutions Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 N Santa Anita Ave Ste 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Arcadia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091006
ReturnHeader/PreparerPersonGrp/PhoneNum06264475133
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY JAFFE
ReturnHeader/ReturnTs02017-02-13T11:36:01-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-10-01
ReturnHeader/TaxPeriodEndDt02016-09-30
ReturnHeader/TaxYr02015

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.$4.02$0.00$4.02$1.14$1.01$0.13
2024Detailed filing. Detailed filing data is available for this year.$4.08$0.12$3.96$2.46$1.84$0.62
2023Detailed filing. Detailed filing data is available for this year.$3.64$0.30$3.34$1.97$1.52$0.45
2022Detailed filing. Detailed filing data is available for this year.$3.40$0.52$2.89$1.32$1.12$0.20
2021Detailed filing. Detailed filing data is available for this year.$3.20$0.52$2.69$0.99$0.54$0.44
2020Summary only. Only limited summary data is available for this year.$3.13$0.88$2.25$0.68$0.80$0.12
2019Summary only. Only limited summary data is available for this year.$2.37$0.00$2.37$0.98$1.18$0.19
2018Detailed filing. Detailed filing data is available for this year.$2.56$0.01$2.55$0.69$0.42$0.27
2017Detailed filing. Detailed filing data is available for this year.$2.29$0.01$2.28$0.33$0.19$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.15$0.01$2.14$1.16$1.05$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.04$0.01$2.03$1.13$1.21$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$1.31$0.79$0.53
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.03$1.58$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.03$1.54$0.48
2011Summary only. Only limited summary data is available for this year.$1.33$0.03$1.30$0.40$0.11$0.29