JAPANESE AMERICAN MUSEUM OF SAN JOSE (EIN 770229249) - 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

1989

Legal Domicile

Principal Officer

VANESSA HATAKEYAMA

Phone

4082943138

Tax Period

2024-01-01 to 2024-12-31

JAPANESE AMERICAN MUSEUM OF SAN JOSE, founded in 1989, is a small nonprofit in the Arts, Culture & Humanities sector that reported $565K in total revenue in fiscal year 2024. Revenue surged 67% from the prior year, signaling strong growth momentum. Expenses of $507K left a modest 10% surplus.

Mission

ARTS, CRAFTS, HISTORY & EDUCATION OF JAPANESE AMERICAN HISTORY IN SAN JOSE, CALIFORNIA.

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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 $419,952

Program Service Revenue $51,149

Investment Income $65,528

Other Revenue $28,192

TOTAL REVENUE $564,821

Expense Breakdown

Grants Paid $0

Salaries & Benefits $175,268

Fundraising Expenses $0

Program Expenses $506,622

Other Expenses $331,354

TOTAL EXPENSES $506,622

Year-over-Year Comparison

	2024	2023	Change
Revenue	$564,821	$338,706	+0.7%
Expenses	$506,622	$452,596	+0.1%
Net Income	$58,199	$-113,890	-1.5%

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
MICHAEL SERA	BOARD OF DIRECTORS	5.00	Director	$0	$0	$0
LORI KOZEN	BOARD OF DIRECTORS	5.00	Director	$0	$0	$0
LYNDA GOMI	SECRETARY	5.00	Director	$0	$0	$0
JORDAN TACHIBANA	BOARD OF DIRECTORS	5.00	Director	$0	$0	$0
YVONNE KWAN	VICE PRESIDENT/TREASURER	5.00	Director	$0	$0	$0
CAROLYNE BROWN	BOARD OF DIRECTORS	5.00	Director	$0	$0	$0
KRISTINA KOZEN	BOARD OF DIRECTORS	5.00	Director	$0	$0	$0
YUKI NISHIMURA	BOARD OF DIRECTORS	5.00	Director	$0	$0	$0
DENISE MATSUOKA	BOARD OF DIRECTORS	5.00	Director	$0	$0	$0
AARON USHIRO	BOARD OF DIRECTORS	5.00	Director	$0	$0	$0
TOM IZU	PRESIDENT	5.00	Director	$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	$564,821	$506,622	$4,490,672	$58,199
2023	$338,706	$452,596	$4,400,248	$-113,890
2022	$755,260	$345,632	$4,455,923	$409,628
2021	$538,267	$343,254	$4,122,680	$195,013
2020	$253,696	$438,767	$3,933,071	$-185,071
2019	$356,708	$304,109	$4,029,739	$52,599
2018	$250,504	$262,859	$3,967,668	$-12,355

JAPANESE AMERICAN MUSEUM OF SAN JOSE