CHINESE HISTORICAL SOCIETY OF NEW ENGLAND INC (EIN 043163017) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

SHERRY DONG

Phone

6173384339

Tax Period

2024-01-01 to 2024-12-31

CHINESE HISTORICAL SOCIETY OF NEW ENGLAND INC, founded in 1992, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $97K in total revenue in fiscal year 2024. Revenue surged 70% from the prior year, signaling strong growth momentum. The organization ran a surplus of $47K, a strong 49% operating margin.

Mission

DOCUMENTING, PRESERVING, AND PROMOTING THE HISTORY AND LEGACY OF CHINESE IMMIGRATION IN NEW ENGLAND.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $53,744

Program Service Revenue $1,385

Investment Income $189

Other Revenue $41,925

TOTAL REVENUE $97,243

Expense Breakdown

Grants Paid $0

Salaries & Benefits $28,012

Fundraising Expenses $0

Program Expenses $29,182

Other Expenses $22,002

TOTAL EXPENSES $50,014

Year-over-Year Comparison

	2024	2023	Change
Revenue	$97,243	$57,271	+0.7%
Expenses	$50,014	$22,294	+1.2%
Net Income	$47,229	$34,977	+0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALICE KANE	MANAGING DIRECTOR	21	Highest	$25,442	$0	$25,442
SHERRY DONG	PRESIDENT	1	Officer Director	$0	$0	$0
YORK LO	VICE PRESIDENT	1	Officer Director	$0	$0	$0
JOSEPH WANG	TREASURER	1	Officer Director	$0	$0	$0
STEPHANIE FAN	CLERK	1	Officer Director	$0	$0	$0
PETER CHAN	BOARD MEMBER	1	Director	$0	$0	$0
NELSON MITROPHAN CHIN	BOARD MEMBER	1	Director	$0	$0	$0
DAVID LI	BOARD MEMBER	1	Director	$0	$0	$0
LISA WONG	BOARD MEMBER	1	Director	$0	$0	$0
NANCY WONG	BOARD MEMBER	1	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$97,243	$50,014	$619,436	$47,229
2023	No data	No data	No data	No data
2022	$91,564	$61,176	$537,163	$30,388
2021	$103,555	$57,164	$506,769	$46,391

CHINESE HISTORICAL SOCIETY OF NEW ENGLAND INC