Northern California Education Foundation (EIN 421752410) - 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

Jason Wong

Phone

9167142636

Tax Period

2025-01-01 to 2025-12-31

Northern California Education Foundation, founded in 2007, is a small nonprofit in the Education sector that reported $103K in total revenue in fiscal year 2025. Revenue decreased 14% compared to the prior year. Expenses of $186K exceeded revenue, resulting in a 80% operating deficit.

Mission

Provides grants and/or scholarships to Pharmacy, Medical, and Health Science students.

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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 (2025)

Revenue Breakdown

Contributions & Grants $39,649

Program Service Revenue $0

Investment Income $12,347

Other Revenue $51,350

TOTAL REVENUE $103,346

Expense Breakdown

Grants Paid $110,500

Salaries & Benefits $42,711

Fundraising Expenses $0

Program Expenses $175,474

Other Expenses $32,803

TOTAL EXPENSES $186,014

Year-over-Year Comparison

	2025	2024	Change
Revenue	$103,346	$120,414	-0.1%
Expenses	$186,014	$214,503	-0.1%
Net Income	$-82,668	$-94,089	-0.1%

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

N/A

Volunteers

N/A

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

$39,325

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Xulin Chen	Executive Dir.	20.00	Officer	$39,325	$0	$39,325
Xing Zheng	Director	0.00	Director	$0	$0	$0
Jassalyn Lee	Director	2.00	Director	$0	$0	$0
Karla Plascencia	Treasurer	2.00	Officer	$0	$0	$0
Kevin Nguyen	Secretary	2.00	Officer	$0	$0	$0
Jason Wong	President	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
2025	$103,346	$186,014	$1,101,837	$-82,668
2024	No data	No data	No data	No data
2023	$301,805	$140,275	$1,233,898	$161,530
2022	$183,136	$355,402	$1,069,976	$-172,266
2021	$614,151	$147,242	$1,241,116	$466,909
2020	$305,215	$141,663	$774,207	$163,552
2019	$421,537	$161,899	$610,655	$259,638

Northern California Education Foundation