China Folk House Retreat Inc (EIN 822240656) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Principal Officer

Pamela Leonard

Phone

5402226156

Tax Period

2023-01-01 to 2023-12-31

China Folk House Retreat Inc, founded in 2016, is a micro nonprofit in the Education sector that reported $32K in total revenue in fiscal year 2020. Revenue fell 93% from the prior year — a significant decline worth monitoring. Net assets of $528K represent 199 months of operating reserves.

Mission

The purpose of the China Folk House Retreat is to purchase, reconstruct, and maintain an imported Chinese farm house in the United States as a place for the social and educational development of youth and others.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $252,474

Program Service Revenue $130,107

Investment Income $35

Other Revenue $1,040

TOTAL REVENUE $383,656

Expense Breakdown

Grants Paid $0

Salaries & Benefits $86,663

Fundraising Expenses $39,866

Program Expenses $135,502

Other Expenses $156,553

TOTAL EXPENSES $243,216

Year-over-Year Comparison

	2023	2022	Change
Revenue	$383,656	$221,327	+0.7%
Expenses	$243,216	$115,564	+1.1%
Net Income	$140,440	$105,763	+0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

200

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

$60,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Pamela Leonard	CEO	40.00	Officer	$43,974	$16,026	$60,000
Capricia Marshall	Chairman	0.75	Officer Director	$0	$0	$0
John Flower	Vice President	20.00	Officer Director	$0	$0	$0
Dahlia Neiss	Vice President	0.25	Officer Director	$0	$0	$0
Pascale Bronder	Secretary	0.25	Officer Director	$0	$0	$0
Joshua Kurtzig	Treasurer	0.75	Officer Director	$0	$0	$0
Carol Chow	Director	0.25	Director	$0	$0	$0
Janie Song	Director	0.25	Director	$0	$0	$0
L Michael Cantor	Director	0.75	Director	$0	$0	$0
Ginger Dietrich	Director	0.25	Director	$0	$0	$0
Liz Barratt-Brown	Director	0.25	Director	$0	$0	$0
Jin Wang	Director	0.25	Director	$0	$0	$0
Alison Steinbach	Director	0.25	Director	$0	$0	$0
Joanna Wang	Director	0.25	Director	$0	$0	$0
Dawn Vermilya	Director	0.25	Director	$0	$0	$0
Kimberly Benson	Director	0.25	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	No data	No data	No data	No data
2023	$383,656	$243,216	$975,936	$140,440
2022	$221,327	$115,564	$800,592	$105,763
2021	$227,708	$59,261	$721,505	$168,447
2020	$31,894	$34,844	$553,058	$-2,950

China Folk House Retreat Inc