Huang Heritage Foundation (EIN 823422577) - 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

Li Huang

Phone

6504506198

Tax Period

2021-07-01 to 2022-06-30

Huang Heritage Foundation, founded in 2017, is a small nonprofit in the Arts, Culture & Humanities sector that reported $123K in total revenue in fiscal year 2021. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $116K, a strong 94% operating margin.

Mission

Huang Heritage Foundation aims to raise funds to help Chinese Americans and other Chinese descendants to improve the integration to the US community and society; enhance their ongoing education and strengthen their mental and physical health; support to fight disease; help their children and receive better education of Chinese culture and language; help children to improve science and academy.

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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 (2021)

Revenue Breakdown

Contributions & Grants $80,005

Program Service Revenue $16,793

Investment Income $26,390

Other Revenue $0

TOTAL REVENUE $123,188

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,333

Other Expenses $7,333

TOTAL EXPENSES $7,333

Year-over-Year Comparison

	2021	2020	Change
Revenue	$123,188	$112,097	+0.1%
Expenses	$7,333	N/A	N/A
Net Income	$115,855	$112,097	+0.0%

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
Li Huang	President	15.00	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
2022	$123,188	$7,333	$478,368	$115,855

Huang Heritage Foundation