ORGANIZATION OF CHINESE AMERICANS- WISCONSIN CHAPTER INC (EIN 521306701) - 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

1998

Legal Domicile

Principal Officer

LORNA YOUNG

Phone

4142763400

Tax Period

2025-01-01 to 2025-12-31

ORGANIZATION OF CHINESE AMERICANS- WISCONSIN CHAPTER INC, founded in 1998, is a micro nonprofit that reported $59K in total revenue in fiscal year 2025. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $25K, a strong 43% operating margin.

Mission

THE ORGANIZATION OF CHINESE AMERICANS-WISCONSIN CHAPTER, INC. IS ONE OF 80 US CHAPTERS AND AFFILIATES THAT AIMS TO DEVELOP LEADERSHIP AND INVOLVEMENT IN THE ASIAN PACIFIC AMERICAN COMMUNITY. THE ORGANIZATION HAS ESTABLISHED THE FOLLOWING GOALS: (1) TO ADVOCATE FOR SOCIAL JUSTICE, EQUAL OPPORTUNITY AND FAIR TREATMENT; (2) TO PROMOTE CIVIC PARTICIPATION, EDUCATION AND LEADERSHIP; (3) TO ADVANCE COALITIONS AND COMMUNITY BUILDING; AND (4) TO FOSTER CULTURAL HERITAGE.

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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 $1,210

Program Service Revenue $0

Investment Income $65,636

Other Revenue $-8,097

TOTAL REVENUE $58,749

Expense Breakdown

Grants Paid $28,150

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,548

Other Expenses $5,408

TOTAL EXPENSES $33,558

Year-over-Year Comparison

	2025	2024	Change
Revenue	$58,749	$68,059	-0.1%
Expenses	$33,558	$21,661	+0.5%
Net Income	$25,191	$46,398	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETTY CHAN	VICE-PRESIDE	1.00	Officer Director	$0	$0	$0
ALBERT CHEN	SCHOLARSHIP	1.00	Director	$0	$0	$0
LINDA HUANG	DIRECTOR	1.00	Director	$0	$0	$0
VALERIE KO	SECRETARY	1.00	Officer Director	$0	$0	$0
SUSA SIY	DIRECTOR	1.00	Director	$0	$0	$0
ANNA WONG	COMMUNICATIO	2.00	Director	$0	$0	$0
LORNA YOUNG	PRESIDENT	2.00	Officer Director	$0	$0	$0
ROBERT CHANG	TREASURER	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
2025	$58,749	$33,558	$789,807	$25,191
2024	No data	No data	No data	No data
2023	$38,935	$27,095	$718,218	$11,840

ORGANIZATION OF CHINESE AMERICANS- WISCONSIN CHAPTER INC