MONTEREY BAY CHINESE ASSOC (EIN 352485914) - 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

2013

Legal Domicile

Principal Officer

ZHANG WEIJIANG

Phone

9092670561

Tax Period

2018-01-01 to 2018-12-31

MONTEREY BAY CHINESE ASSOC, founded in 2013, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.2M in total revenue in fiscal year 2018. Revenue surged 6601% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.1M, a strong 98% operating margin.

Mission

PROMOTE CHINESE CULTURE AND HELP TO ADVANCE SOCIAL ECONOMIC WELL-BEING OF CHINESE IN AMERICA.

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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 (2018)

Revenue Breakdown

Contributions & Grants $2,118,362

Program Service Revenue $13,826

Investment Income $0

Other Revenue $18,818

TOTAL REVENUE $2,151,006

Expense Breakdown

Grants Paid $8,410

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,337

Other Expenses $37,889

TOTAL EXPENSES $46,299

Year-over-Year Comparison

	2018	2017	Change
Revenue	$2,151,006	$32,098	+66.0%
Expenses	$46,299	$35,730	+0.3%
Net Income	$2,104,707	$-3,632	-580.5%

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

Independent Members

Employees

N/A

Volunteers

500

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
ZHANG WEIJIANG	PRESIDENT	2.00	Officer Director	$0	$0	$0
ZHANG PEIJU	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
QIAO ZHENLIN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
LIU YAPING	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MENG YUE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
XIAO QIAN	DIRECTOR	1.00	Director	$0	$0	$0
CHENG YONGHONG	DIRECTOR	1.00	Director	$0	$0	$0
JIN SHANSHAN	DIRECTOR	1.00	Director	$0	$0	$0
WANG AIZHE	DIRECTOR	1.00	Director	$0	$0	$0
ZHAO BO	DIRECTOR	1.00	Director	$0	$0	$0
WONG MINGHUA	DIRECTOR	1.00	Director	$0	$0	$0
LIU CHAO	DIRECTOR	1.00	Director	$0	$0	$0
QIN LIPING	DIRECTOR	1.00	Director	$0	$0	$0
XU ZHOU	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	No data	No data	No data	No data
2018	$2,151,006	$46,299	$2,618,936	$2,104,707

MONTEREY BAY CHINESE ASSOC