Asian American LEAD (EIN 522102012) - 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

Siu Cheung Rossmark

Phone

2028840322

Tax Period

2024-10-01 to 2025-09-30

Asian American LEAD, founded in 1998, is a community nonprofit in the Human Services sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum.

Mission

To promote the well-being of AAPI Youth and 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 (2024)

Revenue Breakdown

Contributions & Grants $1,069,982

Program Service Revenue $0

Investment Income $182,446

Other Revenue $-7,493

TOTAL REVENUE $1,244,935

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,042,833

Fundraising Expenses $114,889

Program Expenses $1,019,740

Other Expenses $283,223

TOTAL EXPENSES $1,326,056

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,244,935	$923,676	+0.3%
Expenses	$1,326,056	$1,335,420	0.0%
Net Income	$-81,121	$-411,744	-0.8%

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

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

$133,096

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert Sohn	Board Chair	2.00	Officer Director	$0	$0	$0
Karen Urcia	Board Secretary	1.00	Officer Director	$0	$0	$0
Joyce Segarra	Board Treasurer	1.00	Officer Director	$0	$0	$0
Sharon Eliatamby	Board Member	1.00	Director	$0	$0	$0
Alexander Jue	Board Member	1.00	Director	$0	$0	$0
Cheryl Ann Lee	Board Member	1.00	Director	$0	$0	$0
Radha Rangarajan	Board Member	1.00	Director	$0	$0	$0
Linda Sun	Board Member	0.50	Director	$0	$0	$0
George Men	Board Member	0.50	Director	$0	$0	$0
James Billings-Kang	Board Member	0.50	Director	$0	$0	$0
Michael Chang	Board Member	1.00	Director	$0	$0	$0
Katherine Shek-Walsh	Board Member	1.00	Director	$0	$0	$0
Siu Cheung Rossmark	Executive Director	55.00	Officer	$131,554	$1,542	$133,096

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	$1,244,935	$1,326,056	$2,438,738	$-81,121
2024	$923,676	$1,335,420	$2,461,949	$-411,744
2023	$1,234,634	$1,224,574	$2,704,744	$10,060
2022	$1,109,709	$1,108,755	$2,640,024	$954
2021	$3,264,854	$849,291	$2,625,829	$2,415,563
2020	$945,400	$823,555	$195,300	$121,845
2019	$768,421	$1,081,011	$321,463	$-312,590
2019	$768,493	$1,045,979	$128,500	$-277,486
2018	$1,002,646	$1,253,965	$581,419	$-251,319

Asian American LEAD