PORTLAND CHINATOWN HISTORY FOUNDATION (EIN 465386229) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Principal Officer

SARAH CHUNG

Phone

5032240008

Tax Period

2023-01-01 to 2023-12-31

PORTLAND CHINATOWN HISTORY FOUNDATION, founded in 2014, is a small nonprofit in the Arts, Culture & Humanities sector that reported $376K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $433K exceeded revenue, resulting in a 15% operating deficit.

Mission

HONORING PORTLAND CHINATOWN'S PAST, CELEBRATING ITS PRESENT, AND HELPING TO CREATE ITS FUTURE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $350,211

Program Service Revenue $11,401

Investment Income $329

Other Revenue $14,395

TOTAL REVENUE $376,336

Expense Breakdown

Grants Paid $0

Salaries & Benefits $77,596

Fundraising Expenses $55,223

Program Expenses $230,829

Other Expenses $308,777

TOTAL EXPENSES $433,098

Year-over-Year Comparison

	2023	2022	Change
Revenue	$376,336	$294,956	+0.3%
Expenses	$433,098	$363,202	+0.2%
Net Income	$-56,762	$-68,246	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

100

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

$22,750

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HARRIS MATARAZZO	PRESIDENT	5.00	Officer Director	$0	$0	$0
SARAH CHUNG	VICE PRES/TREASURER	20.00	Officer Director	$0	$0	$0
TRACY QUAN	SECRETARY	10.00	Officer Director	$0	$0	$0
DAVE DAHL	BOARD OF DIRECTOR	2.00	Director	$0	$0	$0
NORM GHOLSTON	BOARD OF DIRECTOR	5.00	Director	$0	$0	$0
KITTIE KONG	BOARD OF DIRECTOR	5.00	Director	$0	$0	$0
MARCUS LEE	BOARD OF DIRECTOR	2.00	Director	$0	$0	$0
REBECCA LIU	BOARD OF DIRECTOR	2.00	Director	$0	$0	$0
FRANKLIN QUAN	BOARD OF DIRECTOR	2.00	Director	$0	$0	$0
FRED M WONG	BOARD OF DIRECTOR	3.00	Director	$0	$0	$0
ANNA TRUXES	EXECUTIVE DIRECTOR	20.00	Officer	$22,750	$0	$22,750

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
2024	No data	No data	No data	No data
2023	$376,336	$433,098	$3,376,875	$-56,762
2022	$294,956	$363,202	$3,440,613	$-68,246
2021	$409,968	$291,976	$3,634,102	$117,992
2020	$225,203	$243,665	$1,252,534	$-18,462
2019	$377,625	$538,332	$715,768	$-160,707

PORTLAND CHINATOWN HISTORY FOUNDATION