CHINESE HISTORICAL AND CULTURAL PROJECT (EIN 770156509) - 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

1987

Legal Domicile

Principal Officer

JONATHAN WONG

Phone

4082282426

Tax Period

2023-01-01 to 2023-12-31

CHINESE HISTORICAL AND CULTURAL PROJECT, founded in 1987, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $76K in total revenue in fiscal year 2023. Revenue fell 77% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $14K, a strong 19% operating margin.

Mission

Promote, Educate, and Preserve Chinese and Chinese American history and culture in the Santa Clara County. In addition to the care and sharing of the Chinese American Historical Museum (CAHM) in the Ng Shing Gung building at History Park San Jose, CHCP shares our stories with Outreach Activities.

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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 $46,053

Program Service Revenue $68

Investment Income $23,617

Other Revenue $6,720

TOTAL REVENUE $76,458

Expense Breakdown

Grants Paid $8,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $24,330

Other Expenses $54,148

TOTAL EXPENSES $62,148

Year-over-Year Comparison

	2023	2022	Change
Revenue	$76,458	$337,908	-0.8%
Expenses	$62,148	$35,994	+0.7%
Net Income	$14,310	$301,914	-1.0%

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
JUDY WONG	Director	1.00	Director	$0	$0	$0
ALLAN LOW	Trustee	1.00	Director	$0	$0	$0
DR ARTHUR JUE	Director	1.00	Director	$0	$0	$0
ERWIN WONG	Director	1.00	Director	$0	$0	$0
TOM STUTZMAN	Director	1.00	Director	$0	$0	$0
BRENDA HEE WONG	Director	1.00	Director	$0	$0	$0
INGRID LAI	Director	1.00	Director	$0	$0	$0
ELIZABETH LEE	Director	1.00	Director	$0	$0	$0
DAVID WU	Director	1.00	Director	$0	$0	$0
PETER YOUNG	Director	1.00	Director	$0	$0	$0
KIMBERLY ENG LEE	Director	1.00	Director	$0	$0	$0
DEBBIE GUY-GONG	Trustee	1.00	Director	$0	$0	$0
ANITA KWOCK	Trustee	1.00	Director	$0	$0	$0
MIKE MAK	Director	1.00	Director	$0	$0	$0
GERRYE WONG	Trustee	1.00	Director	$0	$0	$0
Jonathan Wong	Treasurer	2.00	Officer	$0	$0	$0
CHRISTIAN JOCHIM	Vice President	2.00	Officer	$0	$0	$0
LIZ CHEW	Secretary	2.00	Officer	$0	$0	$0
EDITH GONG	Vice President	2.00	Officer	$0	$0	$0
DAVE YICK	President	2.00	Officer	$0	$0	$0
WILLIAM SHU	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
2024	No data	No data	No data	No data
2023	$76,458	$62,148	$672,785	$14,310
2022	$337,908	$35,994	$658,239	$301,914
2019	$37,440	$33,927	$352,061	$3,513
2018	$31,051	$48,121	$348,548	$-17,070

CHINESE HISTORICAL AND CULTURAL PROJECT