CAIPA FOUNDATION INC (EIN 262791755) - 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

2007

Legal Domicile

Principal Officer

SUN-HOO FOO

Phone

2129658488

Tax Period

2023-01-01 to 2023-12-31

CAIPA FOUNDATION INC, founded in 2007, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.3M in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 57% operating margin.

Mission

PROMOTE THE HEALTH OF CHINESE AMERICANS.

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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 $1,744,317

Program Service Revenue $187,619

Investment Income $423,060

Other Revenue $-6,964

TOTAL REVENUE $2,348,032

Expense Breakdown

Grants Paid $0

Salaries & Benefits $288,410

Fundraising Expenses $190,063

Program Expenses $644,193

Other Expenses $731,494

TOTAL EXPENSES $1,019,904

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,348,032	$1,774,358	+0.3%
Expenses	$1,019,904	$1,489,302	-0.3%
Net Income	$1,328,128	$285,056	+3.7%

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

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
SUN-HOO FOO	CHAIR/PRES./DIR./CEO	0.50	Officer Director	$0	$0	$0
JONATHAN CHANG	DIRECTOR AND VP	0.50	Officer Director	$0	$0	$0
FELIX CHU	DIR./SECR./TREAS.	0.50	Officer Director	$0	$0	$0
ALICE LAU	DIRECTOR	0.50	Director	$0	$0	$0
GEORGE LIU	DIRECTOR	0.50	Director	$0	$0	$0
SUSAN LAU	EXECUTIVE DIRECTOR (OUTGOING)	2.00	Officer	$0	$0	$0
PEGGY SHENG	EXECUTIVE DIRECTOR	2.00	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	$2,348,032	$1,019,904	$4,997,221	$1,328,128
2022	$1,774,358	$1,489,302	$3,724,161	$285,056
2021	$2,470,287	$1,614,873	$3,692,764	$855,414
2020	$1,662,431	$1,988,823	$2,952,036	$-326,392
2019	$2,666,902	$1,829,481	$3,162,242	$837,421
2018	$2,089,437	$1,592,682	$2,238,436	$496,755

CAIPA FOUNDATION INC