SZE AND CHIUYEE HO FAMILY FOUNDATION

EIN: 453770984 501(c)(3) Diseases & Disorders

DEL MAR, CA

Total Revenue
$95,048
Total Expenses
$61,019
Total Assets
$866,410
Net Assets
$866,410
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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
2011
Legal Domicile
CA
Phone
6617037500
Tax Period
2019-01-01 to 2019-12-31

SZE AND CHIUYEE HO FAMILY FOUNDATION, founded in 2011, is a micro nonprofit in the Diseases & Disorders sector that reported $95K in total revenue in fiscal year 2019. Revenue fell 24% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $34K, a strong 36% operating margin.

Mission

TO PROVIDE AWARENESS AND SUPPORT OF NASAL PHARYNGEAL CARCINOMA.

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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%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $100,000
Program Service Revenue $0
Investment Income $-4,952
Other Revenue $0
TOTAL REVENUE $95,048

Expense Breakdown

Grants Paid $52,400
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $52,400
Other Expenses $8,619
TOTAL EXPENSES $61,019

Year-over-Year Comparison

2019 2018 Change
Revenue $95,048 $124,868 -0.2%
Expenses $61,019 $54,103 +0.1%
Net Income $34,029 $70,765 -0.5%
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

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Governance

Voting Members
2
Independent Members
N/A
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
0
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SZE HO President & CEO 0.00
Director
$0 $0 $0
CHIUYEE HO Secretary 0.00
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
2019 $95,048 $61,019 $866,410 $34,029
2018 $124,868 $54,103 $749,291 $70,765
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