Portland Chinese Scholarship Foundation (EIN 936027259) - 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

1965

Legal Domicile

Principal Officer

SARAH LEONG CHUNG

Phone

5032883819

Tax Period

2025-01-01 to 2025-12-31

Portland Chinese Scholarship Foundation, founded in 1965, is a small nonprofit that reported $169K in total revenue in fiscal year 2025. Revenue surged 70% from the prior year, signaling strong growth momentum. The organization ran a surplus of $124K, a strong 74% operating margin.

Mission

TO AWARD SCHOLARSHIPS TO GRADUATING HIGH SCHOOL STUDENTS OF CHINESE ANCESTRY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $38,704

Program Service Revenue $0

Investment Income $130,325

Other Revenue $0

TOTAL REVENUE $169,029

Expense Breakdown

Grants Paid $43,400

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,400

Other Expenses $1,267

TOTAL EXPENSES $44,667

Year-over-Year Comparison

	2025	2024	Change
Revenue	$169,029	$99,697	+0.7%
Expenses	$44,667	$29,173	+0.5%
Net Income	$124,362	$70,524	+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

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
SARAH LEONG CHUNG	CHAIR	2.00	Officer Director	$0	$0	$0
TOY WONG	TRUST CHAIR	2.00	Officer Director	$0	$0	$0
RON WOO	Treasurer	2.00	Officer Director	$0	$0	$0
GLORIA WONG	Secretary	2.00	Officer Director	$0	$0	$0
SABINA HUYNH	Director	1.00	Director	$0	$0	$0
HENRY JUNG	Director	1.00	Director	$0	$0	$0
BETTY JUNNELL	Director	1.00	Director	$0	$0	$0
LOUIS LEE	Director	1.00	Director	$0	$0	$0
SHIRLEY YEE	Director	1.00	Director	$0	$0	$0
TOM LIU	Director	1.00	Director	$0	$0	$0
WILLIAM SAIGET	Director	1.00	Director	$0	$0	$0
IRENE WONG	Director	1.00	Director	$0	$0	$0
JANE WONG	Director	1.00	Director	$0	$0	$0
JANINE WONG	Director	1.00	Director	$0	$0	$0
SCOTT WONG	Director	1.00	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
2025	$169,029	$44,667	$1,882,461	$124,362
2024	$99,697	$29,173	$1,594,086	$70,524
2023	$81,171	$36,460	$1,327,812	$44,711
2022	$88,382	$33,149	$1,096,096	$55,233
2021	$182,238	$29,619	$1,240,668	$152,619
2020	$167,526	$26,324	$939,074	$141,202
2019	$41,929	$34,978	$687,490	$6,951
2018	$50,928	$36,558	$572,982	$14,370

Portland Chinese Scholarship Foundation