THE HOLDING FUNDS INC ASSOC SCHOOL OF MEDICINE OF LLU (EIN 237069974) - 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

1969

Legal Domicile

Principal Officer

CALVIN CHUANG

Phone

9095584633

Tax Period

2023-01-01 to 2023-12-31

THE HOLDING FUNDS INC ASSOC SCHOOL OF MEDICINE OF LLU, founded in 1969, is a small nonprofit that reported $275K in total revenue in fiscal year 2023. Revenue fell 49% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $114K, a strong 42% operating margin.

Mission

TO ESTABLISH AN ENDOWMENT TO PROVIDE INCOME TO SUPPORT THE ADMINISTRATIVE AND PROGRAM SERVICE EXPENSES OF THE ALUMNI ASSOCIATION OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE.

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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 $126,271

Program Service Revenue $0

Investment Income $149,084

Other Revenue $0

TOTAL REVENUE $275,355

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $161,029

Other Expenses $161,029

TOTAL EXPENSES $161,029

Year-over-Year Comparison

	2023	2022	Change
Revenue	$275,355	$543,905	-0.5%
Expenses	$161,029	$204,539	-0.2%
Net Income	$114,326	$339,366	-0.7%

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

N/A

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

$156,582

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN SKAHEN	PRESIDENT-ELECT	1.00	Director	$0	$0	$0
PAUL CHUNG	DIRECTOR	1.00	Director	$0	$0	$0
CALVIN CHUANG	EXECUTIVE DIRECTOR	4.00	Director	$0	$23,582	$156,582
SUE KUNZ	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH VERSKA	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN ERICH	DIRECTOR	1.00	Director	$0	$0	$0
CHERYL HICKETHIER	CFO / SECRETARY	1.00	Director	$0	$0	$0
MARILENE WANG	DIRECTOR	1.00	Director	$0	$0	$0
ROLAND LONSER	PRESIDENT	1.00	Officer Director	$0	$0	$0
STEVEN HERBER	DIRECTOR	1.00	Director	$0	$0	$0
SAMUEL PAW	PAST PRESIDENT	1.00	Officer 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	No data	No data	No data	No data
2023	$275,355	$161,029	$8,623,652	$114,326
2022	$543,905	$204,539	$7,492,511	$339,366
2021	$670,947	$176,237	$8,576,390	$494,710
2020	$394,150	$379,874	$7,509,941	$14,276
2019	$573,893	$395,873	$7,238,649	$178,020
2018	$725,197	$451,750	$6,387,394	$273,447

THE HOLDING FUNDS INC ASSOC SCHOOL OF MEDICINE OF LLU