CALIFORNIA TRAUMA RESEARCH FOUNDATION (EIN 208116115) - 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

2006

Legal Domicile

Principal Officer

GARY CHEN

Phone

5625476241

Tax Period

2023-01-01 to 2023-12-31

CALIFORNIA TRAUMA RESEARCH FOUNDATION, founded in 2006, is a small nonprofit in the Medical Research sector that reported $382K in total revenue in fiscal year 2023. Revenue surged 58% from the prior year, signaling strong growth momentum. The organization ran a surplus of $380K, a strong 100% operating margin.

Mission

CONDUCT CLINICAL & MEDICAL SCIENTIFIC RESEARCH IN THE FIELD OF ORTHOPEDIC AND HAND SURGERY, PARTICULARLY RELATED TO PREVENTION & TREATMENT OF MUSCULAR SKELETAL AND NEUROVASCULAR DISEASES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $376,800

Program Service Revenue $0

Investment Income $4,710

Other Revenue $0

TOTAL REVENUE $381,510

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,441

TOTAL EXPENSES $1,441

Year-over-Year Comparison

	2023	2022	Change
Revenue	$381,510	$241,635	+0.6%
Expenses	$1,441	$92,400	-1.0%
Net Income	$380,069	$149,235	+1.5%

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

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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
GARY CHEN MD	CEO/PRESIDENT	10.00	Director	$0	$0	$0
ELLEN CHEN	SECRETARY	8.00	Officer	$0	$0	$0
JIE HAN	CHIEF FINANCIAL OFFICER	6.00	Officer	$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	No data	No data	No data	No data
2023	$381,510	$1,441	$2,196,120	$380,069
2022	$241,635	$92,400	$1,816,052	$149,235
2021	$292,572	$46,241	$1,835,126	$246,331
2020	$157,954	$277	$1,588,795	$157,677
2019	$152,733	$42,138	$1,431,118	$110,595
2018	$144,932	$56,693	$1,324,682	$88,239

CALIFORNIA TRAUMA RESEARCH FOUNDATION