Nonprofit · EIN 95-4022474
CALIFORNIA ASIAN INSURANCE & FINANCE PROFESSIONAL ASSOCIATION
Tax-exempt · ROSEMEAD, CA 91770
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $72,919 | $101,713 | -$28,794 | $66,906 | – | $66,906 |
| December 31, 2024 | 990-EZ | $164,193 | $168,397 | -$4,204 | $95,700 | – | $95,700 |
| December 31, 2023 | 990-EZ | $85,719 | $120,643 | -$34,924 | $99,904 | – | $99,904 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $72,586
- Program service revenue
- $0
- Investment income
- $333
Expenses
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $101,713
Balance sheet and other
- Total assets, start of year
- $95,700
- Total assets, end of year
- $66,906
- Total liabilities, end of year
- –
- Net assets, end of year
- $66,906
- Cash, savings and investments
- $66,906
- Gross receipts
- $72,919
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Derek Ng | President | 8 | $0 |
| Lisa Liao | Secretary | 8 | $0 |
| Susan Jen | Treasury | 12 | $0 |
| Jerry Yu | VP of Life | 8 | $0 |
| Sammy Yu | VP of Health | 8 | $0 |
| Yuet Yong | VP of Membership | 8 | $0 |
| Kristina Chou | Director | 12 | $0 |
| Shirley Yeung | VP of P & C | 8 | $0 |
| Simon Saehang | VP of Public Relations | 8 | $0 |
| Sheila Chau | Director | 12 | $0 |
| Tong Ding | Director | 12 | $0 |
| Lisa Powers | Director | 12 | $0 |
| Gary Shek | Director | 12 | $0 |
990-EZ for the year ended December 31, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Derek Ng | President | 8 | $0 |
| Sheila Chau | Secretary | 8 | $0 |
| Susan Jen | Treasury | 12 | $0 |
| Jerry Yu | VP - Life | 8 | $0 |
| Charles Lu | VP-Public Relation | 8 | $0 |
| David Klayman | VP - membership | 8 | $0 |
| Kristina Chou | VP - Health | 12 | $0 |
| Sammy Yu | VP - P & C | 8 | $0 |
| Shirley Yeung | Director | 8 | $0 |
| Gary Shek | Director | 8 | $0 |
| Simon Saehang | Director | 8 | $0 |
| Lisa Liao | Director | 8 | $0 |
| Tony Yu | Director | 8 | $0 |
| George Papacalos | Director | 8 | $0 |
990-EZ for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Derek Ng | President | 8 | $0 |
| Sheila Chau | Secretary | 8 | $0 |
| Susan Jen | Treasury | 12 | $0 |
| Jerry Yu | VP - Life | 8 | $0 |
| Charles Lu | VP-Public Relation | 8 | $0 |
| David Klayman | VP - membership | 8 | $0 |
| Kristina Chou | VP - Health | 12 | $0 |
| Sammy Yu | VP - P & C | 8 | $0 |
| Shirley Yeung | Director | 8 | $0 |
| Gary Shek | Director | 8 | $0 |
| Simon Saehang | Director | 8 | $0 |
| Lisa Liao | Director | 8 | $0 |
| Tony Yu | Director | 8 | $0 |
| George Papacalos | Director | 8 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 6878, ROSEMEAD, CA 91770-6878
- Signed the 990-EZ
- SUSAN JEN, CFO
- Phone
- (626) 823-1986
- Return prepared by
- CHEUNG & CHU CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4022474 or by the name CALIFORNIA ASIAN INSURANCE & FINANCE PROFESSIONAL ASSOCIATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Advocate the highest degree of ethics and professionalism among insurance service industry
Program accomplishments
- Annual Gala Meeting
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 95-4022474
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1987
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $66,906
- Income (IRS master file)
- $72,919
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $72,919 | $101,713 | $66,906 | XML |
| 990-EZ | December 2024 | $164,193 | $168,397 | $95,700 | XML |
| 990-EZ | December 2023 | $85,719 | $120,643 | $99,904 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-4022474).
Questions about CALIFORNIA ASIAN INSURANCE & FINANCE PROFESSIONAL ASSOCIATION
- What is the EIN of CALIFORNIA ASIAN INSURANCE & FINANCE PROFESSIONAL ASSOCIATION?
- The employer identification number (EIN) of CALIFORNIA ASIAN INSURANCE & FINANCE PROFESSIONAL ASSOCIATION is 95-4022474.
- Is CALIFORNIA ASIAN INSURANCE & FINANCE PROFESSIONAL ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1987.
- Are donations to CALIFORNIA ASIAN INSURANCE & FINANCE PROFESSIONAL ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CALIFORNIA ASIAN INSURANCE & FINANCE PROFESSIONAL ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CALIFORNIA ASIAN INSURANCE & FINANCE PROFESSIONAL ASSOCIATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA ASIAN INSURANCE & FINANCE PROFESSIONAL ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of CALIFORNIA ASIAN INSURANCE & FINANCE PROFESSIONAL ASSOCIATION?
- The 990-EZ for the year ended December 31, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA ASIAN INSURANCE & FINANCE PROFESSIONAL ASSOCIATION have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $72,919, expenses of $101,713 and total assets of $66,906 at year end.
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