Chinese American Heritage Foundation In (EIN 824259902) - 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

2018

Legal Domicile

Principal Officer

Esther Lee

Phone

8577537104

Tax Period

2021-12-01 to 2022-11-30

Chinese American Heritage Foundation In, founded in 2018, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $13K in total revenue in fiscal year 2021. Revenue fell 74% from the prior year — a significant decline worth monitoring. Expenses of $23K exceeded revenue, resulting in a 78% operating deficit.

Mission

To establish a public charity to operate exclusively for the advancement and support of such charitable, educational, social, cultural and behavioral purposes to unite all members of the 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 (2021)

Revenue Breakdown

Contributions & Grants $12,828

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $12,828

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,006

Other Expenses $22,819

TOTAL EXPENSES $22,819

Year-over-Year Comparison

	2021	2020	Change
Revenue	$12,828	$49,786	-0.7%
Expenses	$22,819	$53,221	-0.6%
Net Income	$-9,991	$-3,435	+1.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Esther Lee	President	10.00	Officer Director	$0	$0	$0
Colette Yeung	Treasurer	10.00	Officer Director	$0	$0	$0
Ai Cheng Goh	Vice President	10.00	Officer Director	$0	$0	$0
Kin Yan Hui	Compliance Officer	10.00	Officer 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
2022	$12,828	$22,819	$4,535	$-9,991
2021	$49,786	$53,221	$15,820	$-3,435
2020	$109,015	$103,908	$17,961	$5,107
2019	$165,046	$277,578	$12,854	$-112,532
2018	$189,770	$159,384	$30,386	$30,386

Chinese American Heritage Foundation In