CHINESE CONSOLIDATED BENEVOLENT ASSOCIATION OF WASHINGTON DC (EIN 521168304) - 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

1950

Legal Domicile

Phone

3018507151

Tax Period

2023-01-01 to 2023-12-31

CHINESE CONSOLIDATED BENEVOLENT ASSOCIATION OF WASHINGTON DC, founded in 1950, is a small nonprofit in the Arts, Culture & Humanities sector that reported $560K in total revenue in fiscal year 2023. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $483K left a modest 14% surplus.

Mission

CCBA CONDUCTS A VARIETY OF PROGRAMS THAT EDUCATE CHINESE IMMIGRANTS ABOUT US CITIZENSHIP, PROMOTE AND PRESERVE CHINESE HERITAGE AND CULTURAL TRADITIONS, AND MEET THE CHARITABLE NEEDS OF LOCAL CHINESE FAMILIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $374,387

Program Service Revenue $367,354

Investment Income $121,149

Other Revenue $-303,358

TOTAL REVENUE $559,532

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $422,914

Other Expenses $482,623

TOTAL EXPENSES $482,623

Year-over-Year Comparison

	2023	2022	Change
Revenue	$559,532	$942,421	-0.4%
Expenses	$482,623	$24,651	+18.6%
Net Income	$76,909	$917,770	-0.9%

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

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
SAM WONG	Director	1.00	Director	$0	$0	$0
ALFRED LIU	Director	1.00	Director	$0	$0	$0
WALLACE LEE	Director	1.00	Director	$0	$0	$0
YOUNG WOO	Director	1.00	Director	$0	$0	$0
YENI WONG	Director	1.00	Director	$0	$0	$0
WAIMAN LEE	Chairman	3.00	Officer	$0	$0	$0
PATRICK CHIN	VICE CHAIRMAN	2.00	Officer	$0	$0	$0
KAI FAI YEE	VICE CHAIRMAN	2.00	Officer	$0	$0	$0
ALICE LUK	Secretary	2.00	Officer	$0	$0	$0
VICTOR QUINTO	Treasurer	2.00	Officer	$0	$0	$0
SUI CHAN	TREASURER	2.00	Officer	$0	$0	$0
PENNY LEE	PUBLIC RELATION	1.00	Officer	$0	$0	$0
BENNY CHENG	PUBLIC RELATION	1.00	Officer	$0	$0	$0
WANYU HSU	AUDITOR	1.00	Officer	$0	$0	$0
MARTINA MENG	COMMUNICATIONS	1.00	Officer	$0	$0	$0
SUNNY LUK	AUDITOR	1.00	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
2024	No data	No data	No data	No data
2023	$559,532	$482,623	$5,176,931	$76,909
2022	$942,421	$24,651	$5,137,846	$917,770
2021	$758,640	$41,579	$4,308,071	$717,061
2020	$691,626	$147,227	$3,139,845	$544,399
2019	$164,042	$258,454	$2,689,596	$-94,412

CHINESE CONSOLIDATED BENEVOLENT ASSOCIATION OF WASHINGTON DC