San Diego Chinese Historical Society and Museum (EIN 330179740) - 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

1986

Legal Domicile

Principal Officer

Dr Li-Rong Lilly Cheng

Phone

6193389888

Tax Period

2024-07-01 to 2025-06-30

San Diego Chinese Historical Society and Museum, founded in 1986, is a small nonprofit in the Arts, Culture & Humanities sector that reported $540K in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $143K, a strong 27% operating margin.

Mission

Preservation of the history and heritage of Chinese-Americans in San Diego and the education of people in Chinese-American history. Special exhibits & lectures occur in addition to permanent exhibits.

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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 $205,285

Program Service Revenue $8,873

Investment Income $318,259

Other Revenue $7,209

TOTAL REVENUE $539,626

Expense Breakdown

Grants Paid $0

Salaries & Benefits $210,737

Fundraising Expenses $30,186

Program Expenses $144,003

Other Expenses $185,540

TOTAL EXPENSES $396,277

Year-over-Year Comparison

	2024	2023	Change
Revenue	$539,626	$478,315	+0.1%
Expenses	$396,277	$374,790	+0.1%
Net Income	$143,349	$103,525	+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
Dr Li-Rong Lilly Chen	Chairman/President	15.00	Officer Director	$0	$0	$0
Dr Sheldon Lou	Vice Chair	2.00	Officer Director	$0	$0	$0
Lily Tou Birmingham	Treasurer	25.00	Officer Director	$0	$0	$0
Dr Yi Norman Sun	Secretary	1.00	Officer Director	$0	$0	$0
Lynn Chou	Director	4.00	Director	$0	$0	$0
Catherine Jones	Director	1.00	Director	$0	$0	$0
Jack Meng	Director	6.00	Director	$0	$0	$0
Dr Robert Stein	Director	2.00	Director	$0	$0	$0
Diane Carlos	Director	1.00	Director	$0	$0	$0
Michael McQuary	Director	1.00	Director	$0	$0	$0
Emily Schell	Director	1.00	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
2025	$539,626	$396,277	$4,591,810	$143,349
2024	$478,315	$374,790	$4,448,632	$103,525
2023	$1,145,715	$346,514	$4,347,803	$799,201
2022	$25,124	$181,848	$3,551,313	$-156,724
2021	$421,242	$294,441	$3,769,234	$126,801
2020	$161,151	$291,462	$3,621,772	$-130,311
2019	$370,443	$473,887	$3,760,283	$-103,444

San Diego Chinese Historical Society and Museum