UNION OF PAN ASIAN COMMUNITIES (EIN 237279074) - 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

1975

Legal Domicile

Principal Officer

WENDY URUSHIMA-CONN

Phone

6192326454

Tax Period

2024-07-01 to 2025-06-30

UNION OF PAN ASIAN COMMUNITIES, founded in 1975, is a mid-sized nonprofit in the Human Services sector that reported $17.1M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year.

Mission

STRENGTHEN AND EMPOWER THE DIVERSE, UNDERSERVED AND VULNERABLE COMMUNITIES OF SAN DIEGO.

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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 $324,674

Program Service Revenue $16,742,553

Investment Income $17,805

Other Revenue $0

TOTAL REVENUE $17,085,032

Expense Breakdown

Grants Paid $48,450

Salaries & Benefits $12,658,192

Fundraising Expenses $17,292

Program Expenses $16,449,110

Other Expenses $5,622,939

TOTAL EXPENSES $18,329,581

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,085,032	$18,642,877	-0.1%
Expenses	$18,329,581	$18,947,860	0.0%
Net Income	$-1,244,549	$-304,983	+3.1%

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

288

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

$314,996

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PEIFEN SOPHIA	SECRETARY	1.00	Officer Director	$0	$0	$0
DAISY S HOM CPA	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
DUNG V HUYNH MD	TREASURER	1.00	Officer Director	$0	$0	$0
BOBBIE OUDINARATH	DIRECTOR	1.00	Director	$0	$0	$0
FELIX C SABLAN	DIRECTOR	1.00	Director	$0	$0	$0
ANNETTE PHAN DELCAMP	CHIEF FINANCIAL OFFICER	40.00	Officer	$138,334	$9,901	$148,235
MARGARET IWANAGA PENROSE	PRESIDENT & CEO	40.00	Officer	$164,232	$2,529	$166,761
WENDY URUSHIMA-CONN	DEFACTO OFFICER	0.00	Officer	$0	$0	$0
RYAN BOLT	NURSE PRACTIONER	40.00	Highest	$125,457	$1,716	$127,173
TEMITAYO OLAGBEMI	NURSE PRACTIONER	40.00	Highest	$130,660	$1,767	$132,427
KAREN TRACY COLLICA	NURSE PRACTIONER	40.00	Highest	$165,232	$3,919	$169,151
ORIANA HASHEMI-TOROGHI	NURSE PRACTIONER	40.00	Highest	$217,432	$10,512	$227,944
RONA HAUSSER	NURSE PRACTIONER	40.00	Highest	$219,397	$10,903	$230,300

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
2025	$17,085,032	$18,329,581	$6,221,502	$-1,244,549
2024	$18,642,877	$18,947,860	$8,219,323	$-304,983
2023	$17,971,897	$18,119,754	$7,757,946	$-147,857
2022	$15,801,296	$15,353,193	$5,542,645	$448,103
2021	$15,239,864	$14,462,664	$5,213,543	$777,200
2020	$13,344,775	$13,168,659	$4,285,730	$176,116
2019	$12,390,108	$11,944,261	$4,370,734	$445,847
2018	$10,988,119	$10,808,184	$4,004,412	$179,935

UNION OF PAN ASIAN COMMUNITIES