CHINESE UNITED ASSOC OF GREATER PHX (EIN 860657724) - 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

1990

Legal Domicile

Principal Officer

DONALD MUI

Tax Period

2023-01-01 to 2023-12-31

CHINESE UNITED ASSOC OF GREATER PHX, founded in 1990, is a micro nonprofit in the Education sector that reported $45K in total revenue in fiscal year 2023. The organization ran a surplus of $28K, a strong 62% operating margin.

Mission

UNITE THE CHINESE COMMUNITY IN THE PHOENIX AREA TO PROMOTE THE CHINESE CULTURE, AND TEACH CHINESE LANGUAGE AND HISTORY TO CHILDREN & ADULTS.

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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 $38,060

Program Service Revenue $0

Investment Income $7,418

Other Revenue $0

TOTAL REVENUE $45,478

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,036

Other Expenses $17,418

TOTAL EXPENSES $17,418

Year-over-Year Comparison

	2023	2022	Change
Revenue	$45,478	$46,603	0.0%
Expenses	$17,418	$30,668	-0.4%
Net Income	$28,060	$15,935	+0.8%

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
TONY KAO	ADVISOR	2.00	Director	$0	$0	$0
GARRY ONG	ADVISOR	2.00	Director	$0	$0	$0
JOHN YEE	ADVISOR	2.00	Director	$0	$0	$0
JOHN TANG	ADVISOR	2.00	Director	$0	$0	$0
RAYMOND TANG	ADVISOR	2.00	Director	$0	$0	$0
DAVID YEE	ADVISOR	2.00	Director	$0	$0	$0
TONY TANG	ADVISOR	2.00	Director	$0	$0	$0
RUDY YEE	AUDITOR	8.00	Officer	$0	$0	$0
LYNNE WINN	VICE PRESIENT	8.00	Officer	$0	$0	$0
BRENDA FUNG	CORR SECRECTARY	8.00	Officer	$0	$0	$0
KEN CHENG	TREASURER	8.00	Officer	$0	$0	$0
EVANGELINE SONG	RECORDING SECRETARY	16.00	Officer	$0	$0	$0
DONALD MUI	VICE PRESIDENT	8.00	Officer	$0	$0	$0
HELEN ZHANG	PRESIDENT	8.00	Officer	$0	$0	$0
QIANG XU	CHINESE SECRETARY	8.00	Officer	$0	$0	$0
WENDY KARAHALIOS	VICE PRESIDENT	8.00	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	No data	No data	No data	No data
2023	$45,478	$17,418	$334,324	$28,060
2022	$46,603	$30,668	$321,264	$15,935
2021	$5,750	$7,290	$295,329	$-1,540
2020	$38,173	$38,307	$291,869	$-134
2019	$53,728	$34,982	$292,003	$18,746
2018	$41,063	$46,989	$273,257	$-5,926

CHINESE UNITED ASSOC OF GREATER PHX