SUMO INC

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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

2014

Legal Domicile

Principal Officer

JASON PAN

Phone

8709728355

Tax Period

2025-01-01 to 2025-12-31

Mission

OPERATE A SOCIAL CLUB IN WHICH ALCOHOLIC BEVERAGES ARE SOLD IN A DINING ENVIRONMENT.

Program Service Accomplishments

Program 1

OPERATE A SOCIAL CLUB IN WHICH ALCOHOLIC BEVERAGES ARE SOLD IN A DINING ENVIRONMENT.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2025	2024	Change
Revenue	N/A	$-40,000	-1.0%
Expenses	N/A	$443,906	-1.0%
Net Income	N/A	$-483,906	N/A

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAI Y CHEN	TREASURER	N/A	Officer	$0	$0	$0
JASON PAN	PRESIDENT	N/A	Officer	$0	$0	$0
JIAN PAN	VICE PRESIDE	N/A	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	No data	No data	$1,240,076	No data
2024	$-40,000	$443,906	$1,240,076	$-483,906
2023	$562,710	$25	$2,241,467	$562,685
2022	$-50,000	$30	$1,678,782	$-50,030
2021	$1,653,952	$1,273,364	$1,782,718	$380,588
2020	$1,707,608	$1,378,490	$965,154	$329,118
2019	$1,576,354	$1,579,282	$565,774	$-2,928
2018	$1,425,400	$1,418,202	$697,187	$7,198