HEALTHVIEW CBWCHC INC (EIN 822560880) - 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

2017

Legal Domicile

Principal Officer

LYNN D SHERMAN

Phone

2123796988

Tax Period

2023-01-01 to 2023-12-31

HEALTHVIEW CBWCHC INC, founded in 2017, is a community nonprofit in the Health Care sector that reported $3.1M in total revenue in fiscal year 2023. The organization ran a surplus of $741K, a strong 24% operating margin.

Mission

HEALTHVIEW CBWCHC WAS FORMED TO SUPPORT AND BENEFIT THE CHARLES B. WANG COMMUNITY HEALTH CENTER BY CONDUCTING ACITIVITIES THAT MAY INCLUDE THE FOLLOWING: FUNDRAISING AND FINANCING, PROMOTING THE CHARLES B. WANG COMMUNITY HEALTH CENTER'S MISSION, VISION, AND VALUES, AND SUPPORTING EXPANSION NEEDS OF THE CHARLES B. WANG COMMUNITY HEALTH CENTER.

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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 $0

Program Service Revenue $3,074,004

Investment Income $75,589

Other Revenue $0

TOTAL REVENUE $3,149,593

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,399,469

Other Expenses $2,408,479

TOTAL EXPENSES $2,408,479

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,149,593	$3,075,431	+0.0%
Expenses	$2,408,479	$4,029,942	-0.4%
Net Income	$741,114	$-954,511	-1.8%

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

N/A

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

$1,143,479

Total Directors

$892,846

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANE T ENG	DIRECTOR	1.00	Director	$0	$0	$0
JIMING LIANG	DIRECTOR	1.00	Director	$0	$0	$0
KAUSHAL CHALLA	TREASURER	1.75	Officer Director	$0	$22,700	$478,915
LYNN D SHERMAN	CHAIRPERSON	3.50	Officer Director	$0	$49,767	$413,931
MARIE LAM	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
OWH KIAN ONG	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
DE YOUNG CHAN	CHIEF FINANCIAL OFFICER	1.75	Officer	$0	$18,989	$250,633

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	$3,149,593	$2,408,479	$67,070,753	$741,114
2022	$3,075,431	$4,029,942	$67,059,564	$-954,511
2021	$14,771	$70,660	$68,330,335	$-55,889
2020	$183,917	$415,028	$68,158,135	$-231,111
2019	$30,207,050	$438,219	$68,322,920	$29,768,831

HEALTHVIEW CBWCHC INC