PHOENIX CHINESE SENIOR CITIZEN (EIN 860369173) - 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

1979

Legal Domicile

Principal Officer

DAVID YEE

Phone

6022626411

Tax Period

2023-01-01 to 2023-12-31

PHOENIX CHINESE SENIOR CITIZEN, founded in 1979, is a small nonprofit in the Human Services sector that reported $102K in total revenue in fiscal year 2023. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $33K, a strong 32% operating margin.

Mission

THE CHINESE SENIOR CITIZEN ASSOCIATION PROVIDES SOCIAL, RECREATIONAL, HEALTH AND EDUCATIONAL SERVICES TO THE CITIZENS OF PHOENIX.

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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 $100,941

Program Service Revenue $0

Investment Income $708

Other Revenue $0

TOTAL REVENUE $101,649

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $65,993

Other Expenses $68,875

TOTAL EXPENSES $68,875

Year-over-Year Comparison

	2023	2022	Change
Revenue	$101,649	$70,248	+0.4%
Expenses	$68,875	$43,446	+0.6%
Net Income	$32,774	$26,802	+0.2%

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

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
KEHUI LIU	VICE PRESIDE	N/A	Officer	$0	$0	$0
MARGARET TI LIU	CONSULTANT	N/A	Officer	$0	$0	$0
DEREK TANG	ENGLISH SECR	N/A	Officer	$0	$0	$0
NANCY WONG	CHINESE SECR	N/A	Officer	$0	$0	$0
DAVID YEE	2ND VICE PRE	N/A	Officer	$0	$0	$0
TERESA YUNG	VICE PRESIDE	N/A	Officer	$0	$0	$0
WANBO ZHANG	PRESIDENT	N/A	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
2025	No data	No data	No data	No data
2023	$101,649	$68,875	$952,618	$32,774
2022	$70,248	$43,446	$919,844	$26,802
2021	$65,547	$40,524	$893,042	$25,023
2020	$71,826	$56,748	$868,019	$15,078
2019	$65,364	$68,096	$852,924	$-2,732
2018	$72,362	$85,755	$859,704	$-13,393

PHOENIX CHINESE SENIOR CITIZEN