ROSE PAK COMMUNITY FUND (EIN 822988234) - 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

Tax Period

2023-07-01 to 2024-06-30

ROSE PAK COMMUNITY FUND, founded in 2017, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $201K in total revenue in fiscal year 2023. Expenses of $174K left a modest 13% surplus.

Mission

TO SUPPORT PROJECTS AFFECTING SAN FRANCISCO CHINATOWN AND CHINESE AMERICAN COMMUNITY

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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 $200,423

Program Service Revenue $0

Investment Income $341

Other Revenue $0

TOTAL REVENUE $200,764

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $173,796

Other Expenses $173,796

TOTAL EXPENSES $173,796

Year-over-Year Comparison

	2023	2022	Change
Revenue	$200,764	N/A	N/A
Expenses	$173,796	N/A	N/A
Net Income	$26,968	N/A	N/A

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
HARLAN WONG	BOARD MEMBER	5.00	Director	$0	$0	$0
MALCOLM YEUNG	BOARD MEMBER	5.00	Director	$0	$0	$0
DAVID NOYOLA	BOARD MEMBER	5.00	Director	$0	$0	$0
GAIL GILMAN	BORAD MEMBER	5.00	Director	$0	$0	$0
JANE KIM	BORAD MEMBER	5.00	Director	$0	$0	$0
DR ELISA STEPHENS	BOARD MEMBER	5.00	Director	$0	$0	$0
ERNESTINE FU	BOARD MEMBER	5.00	Director	$0	$0	$0
EDDIE AU	BOARD MEMBER	5.00	Director	$0	$0	$0
DAVID HO	BOARD MEMBER	5.00	Director	$0	$0	$0
RICH ROVETTI	BOARD MEMBER	5.00	Director	$0	$0	$0
KARIN JOHNSTON	BOARD MEMBER	5.00	Director	$0	$0	$0
GORRETTI LUI	VICE PRESIDENT	10.00	Officer	$0	$0	$0
WILLIE L BROWN JR	PRESIDENT	10.00	Officer	$0	$0	$0
SAU WING LAM	TREASURER	5.00	Officer	$0	$0	$0
GORDON CHIN	SECRETARY	5.00	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	$200,764	$173,796	$425,691	$26,968
2023	$215,554	$353,963	$378,181	$-138,409
2022	$436,357	$336,490	$513,890	$99,867
2021	$129,505	$293,531	$414,023	$-164,026
2020	$469,253	$366,006	$578,004	$103,247
2019	$498,583	$23,826	$475,207	$474,757

ROSE PAK COMMUNITY FUND