APEX FUND FOR ECONOMIC OPPORTUNITI… - Form 990 Financial Data

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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

2020

Legal Domicile

Principal Officer

SUSAN WONG

Phone

3305353263

Tax Period

2024-07-01 to 2025-06-30

APEX FUND FOR ECONOMIC OPPORTUNITIES, founded in 2020, is a small nonprofit in the Community Improvement sector that reported $289K in total revenue in fiscal year 2024. Revenue fell 29% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $131K, a strong 45% operating margin.

Mission

TO FOSTER FINANCIAL INDEPENDENCE AND COMMUNITY INTEGRATION BY OFFERING MICROLOANS, BUSINESS SUPPORT SERVICES, AND FINANCIAL LITERACY EDUCATION.

Program Service Accomplishments

Program 1

Expenses: $129,733

TO FOSTER FINANCIAL INDEPENDENCE AND COMMUNITY INTEGRATION BY OFFERING MICROLOANS, BUSINESS SUPPORT SERVICES, AND FINANCIAL LITERACY EDUCATION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $269,926

Program Service Revenue $0

Investment Income $11,098

Other Revenue $8,201

TOTAL REVENUE $289,225

Expense Breakdown

Grants Paid $2,800

Salaries & Benefits $110,070

Fundraising Expenses $5,781

Program Expenses $129,733

Other Expenses $44,945

TOTAL EXPENSES $157,815

Year-over-Year Comparison

	2024	2023	Change
Revenue	$289,225	$405,224	-0.3%
Expenses	$157,815	$172,350	-0.1%
Net Income	$131,410	$232,874	-0.4%

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

$103,325

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BHUPATI PRADHAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
SERENA LU	TREASURER	1.00	Officer Director	$0	$0	$0
ROT SORN	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN WONG	EXECUTIVE DIRECTOR	15.00	Officer	$0	$0	$103,325

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
2025	$289,225	$157,815	$532,563	$131,410
2024	$405,224	$172,350	$337,964	$232,874

APEX FUND FOR ECONOMIC OPPORTUNITIES