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California Institute Of Advanced Management

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / University or Technological Institute (NTEE)

Donations to this organization are tax deductible.

Details

According to its Dec. 2023 tax filing, this nonprofit:

Operated a school
Organization is a school. Details are reported on Schedule E.

Summary charts: organization finances over time

Revenue
$24.3M (2023)

Expenses
$4.46M (2023)

Total Assets
$23.3M (2023)

Total Liabilities
$1.58M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$24,284,364
Expenses
$4,459,960
Net Income
$19,824,404
Net Assets
$21,726,721
Notable Sources of Revenue Percent of Total Revenue
Contributions $22,731,400
93.6%
Program Services $1,533,811
6.3%
Investment Income $19,153
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $386,551
8.7%
Professional Fundraising Fees $0
Other Salaries and Wages $1,780,281
39.9%
Assets/Debt
Total Assets $23,306,080
Total Liabilities $1,579,359
Net Assets $21,726,721
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Geofrey Mills (President) $193,143 $0 $0
Jennie Ta (President & Ceo) $134,781 $0 $0
Julia Underwood (Dean) $130,796 $0 $0
Salil Sharma (Treasurer) $55,907 $0 $0
Anne Hai (Secretary) $37,530 $0 $0
Minglo Shao (Trustee) $0 $0 $0
Leonard Kwiatkowski (Chairman) $0 $0 $0
Danny Yu (Trustee) $0 $0 $0
Francisco Suarez (Trustee) $0 $0 $0
Stephen Morgan (Trustee) $0 $0 $0
Angela Robbiano (Trustee) $0 $0 $0
Jack Liu (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,075,966
Expenses
$3,084,339
Net Income
-$8,373
Net Assets
$1,415,417
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,550,000
50.4%
Program Services $1,525,736
49.6%
Investment Income $230
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $231,459
7.5%
Professional Fundraising Fees $0
Other Salaries and Wages $1,304,634
42.3%
Assets/Debt
Total Assets $3,135,130
Total Liabilities $1,719,713
Net Assets $1,415,417
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Jennie Ta (President & Ceo) $154,639 $0 $0
Julia Underwood (Dean) $107,039 $0 $0
Juan Garcia (Secretary) $54,765 $0 $0
Salil Sharma (Treasurer) $22,055 $0 $0
Minglo Shao (Trustee) $0 $0 $0
Yeh Wah Chong (Trustee) $0 $0 $0
C William Pollard (Trustee) $0 $0 $0
Leonard Kwiatkowski (Chairman) $0 $0 $0
Danny Yu (Trustee) $0 $0 $0
Rick Wartzman (Trustee) $0 $0 $0
Francisco Suarez (Trustee) $0 $0 $0
Stephen Morgan (Trustee) $0 $0 $0
Angela Robbiano (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,115,518
Expenses
$2,927,625
Net Income
$187,893
Net Assets
$1,423,790
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,103,131
35.4%
Program Services $2,011,885
64.6%
Investment Income $502
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $267,243
9.1%
Professional Fundraising Fees $0
Other Salaries and Wages $1,445,674
49.4%
Assets/Debt
Total Assets $1,954,375
Total Liabilities $530,585
Net Assets $1,423,790
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Jennie Ta (President & Ceo) $150,076 $0 $0
Juan Garcia (Secretary) $95,854 $0 $0
Salil Sharma (Treasurer) $21,313 $0 $0
Minglo Shao (Trustee) $0 $0 $0
Yeh Wah Chong (Trustee) $0 $0 $0
C William Pollard (Trustee) $0 $0 $0
Leonard Kwiatkowski (Chairman) $0 $0 $0
Danny Yu (Trustee) $0 $0 $0
Rick Wartzman (Trustee) $0 $0 $0
Francisco Suarez (Trustee) $0 $0 $0
Stephen Morgan (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,592,737
Expenses
$3,276,068
Net Income
$316,669
Net Assets
$1,235,897
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,500,000
41.8%
Program Services $2,092,188
58.2%
Investment Income $549
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $294,895
9.0%
Professional Fundraising Fees $0
Other Salaries and Wages $1,633,899
49.9%
Assets/Debt
Total Assets $1,963,192
Total Liabilities $727,295
Net Assets $1,235,897
Other
Operated a school
Compensation
Key Employees and Officers Compensation Related Other
Jennie Ta (President & Ceo) $139,398 $0 $0
Harish Amar (Secretary) $126,663 $0 $0
Salil Sharma (Treasurer) $28,833 $0 $0
Minglo Shao (Trustee) $0 $0 $0
Yeh Wah Chong (Trustee) $0 $0 $0
C William Pollard (Trustee) $0 $0 $0
Leonard Kwiatkowski (Chairman) $0 $0 $0
Danny Yu (Trustee) $0 $0 $0
Rick Wartzman (Trustee) $0 $0 $0
Francisco Suarez (Trustee) $0 $0 $0
Susan Pailet (Trustee) $0 $0 $0
Stephen Morgan (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,606,169
Expenses
$2,540,437
Net Income
$65,732
Net Assets
$919,228
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,300,000
49.9%
Program Services $1,305,979
50.1%
Investment Income $190
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $341,415
13.4%
Professional Fundraising Fees $0
Other Salaries and Wages $954,370
37.6%
Assets/Debt
Total Assets $1,383,540
Total Liabilities $464,312
Net Assets $919,228

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,159,443
Expenses
$1,836,583
Net Income
$322,860
Net Assets
$853,496
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,620,085
75.0%
Program Services $539,136
25.0%
Investment Income $222
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $256,108
13.9%
Professional Fundraising Fees $0
Other Salaries and Wages $755,223
41.1%
Assets/Debt
Total Assets $1,761,985
Total Liabilities $908,489
Net Assets $853,496

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,880,282
Expenses
$1,436,439
Net Income
$443,843
Net Assets
$530,636
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,670,042
88.8%
Program Services $210,022
11.2%
Investment Income $218
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $136,875
9.5%
Professional Fundraising Fees $0
Other Salaries and Wages $662,713
46.1%
Assets/Debt
Total Assets $883,456
Total Liabilities $352,820
Net Assets $530,636

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$848,030
Expenses
$1,268,419
Net Income
-$420,389
Net Assets
$86,793
Notable Sources of Revenue Percent of Total Revenue
Contributions $804,005
94.8%
Program Services $43,254
5.1%
Investment Income $771
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $201,250
15.9%
Professional Fundraising Fees $0
Other Salaries and Wages $545,887
43.0%
Assets/Debt
Total Assets $157,488
Total Liabilities $70,695
Net Assets $86,793

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,485,896
Expenses
$1,121,243
Net Income
$364,653
Net Assets
$507,182
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,435,000
96.6%
Program Services $49,768
3.3%
Investment Income $1,118
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $10
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $238,333
21.3%
Professional Fundraising Fees $0
Other Salaries and Wages $393,609
35.1%
Assets/Debt
Total Assets $609,981
Total Liabilities $102,799
Net Assets $507,182

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,022,664
Expenses
$1,009,525
Net Income
$13,139
Net Assets
$142,529
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,000,000
97.8%
Program Services $22,082
2.2%
Investment Income $582
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $235,000
23.3%
Professional Fundraising Fees $0
Other Salaries and Wages $253,467
25.1%
Assets/Debt
Total Assets $169,759
Total Liabilities $27,230
Net Assets $142,529

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,052,998
Expenses
$838,837
Net Income
$214,161
Net Assets
$129,390
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,050,000
99.7%
Program Services $2,921
0.3%
Investment Income $77
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $289,354
34.5%
Professional Fundraising Fees $0
Other Salaries and Wages $205,435
24.5%
Assets/Debt
Total Assets $152,777
Total Liabilities $23,387
Net Assets $129,390

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,000
Expenses
$654,474
Net Income
-$652,474
Net Assets
-$84,771
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,000
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $314,220
48.0%
Professional Fundraising Fees $0
Other Salaries and Wages $56,234
8.6%
Assets/Debt
Total Assets $365,567
Total Liabilities $450,338
Net Assets -$84,771

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,000,000
Expenses
$432,297
Net Income
$567,703
Net Assets
$567,703
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,000,000
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $231,191
53.5%
Professional Fundraising Fees $0
Other Salaries and Wages $1,300
0.3%
Assets/Debt
Total Assets $576,898
Total Liabilities $9,195
Net Assets $567,703

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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