Jene Wah Inc (EIN 942449450) - 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

1977

Legal Domicile

Principal Officer

Dr Willard Low

Phone

2094637654

Tax Period

2023-07-01 to 2024-06-30

Jene Wah Inc, founded in 1977, is a small nonprofit in the Human Services sector that reported $470K in total revenue in fiscal year 2023. The organization ran a surplus of $72K, a strong 15% operating margin.

Mission

Jene Wah, Inc. is a community-based, multi-service, tax-exempt, human service agency dedicated to the betterment of the Chinese-American Community. The Organization seeks to identify and serve needs, promote and protect the rights and interests of seniors and provide guidance and counseling services to new immigrants who are non-English or limited-English speaking and economically disadvantaged.

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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 $424,433

Program Service Revenue $30,366

Investment Income $15,669

Other Revenue $0

TOTAL REVENUE $470,468

Expense Breakdown

Grants Paid $0

Salaries & Benefits $257,840

Fundraising Expenses $0

Program Expenses $367,432

Other Expenses $140,739

TOTAL EXPENSES $398,579

Year-over-Year Comparison

	2023	2022	Change
Revenue	$470,468	$453,172	+0.0%
Expenses	$398,579	$382,900	+0.0%
Net Income	$71,889	$70,272	+0.0%

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

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
Dr Willard Low	President	1.00	Officer Director	$0	$0	$0
Judy Hong	Vice President	1.00	Officer Director	$0	$0	$0
Doris Go	Secretary	1.00	Officer Director	$0	$0	$0
Marilyn Yep Lim	Treasurer	1.00	Officer Director	$0	$0	$0
John J Chin	Director	1.00	Director	$0	$0	$0
MiriamMah Bishop	Director	1.00	Director	$0	$0	$0
Elaine Hatch	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	No data	No data	No data	No data
2024	$470,468	$398,579	$888,020	$71,889
2023	$453,172	$382,900	$784,035	$70,272
2022	$379,470	$331,070	$702,126	$48,400
2022	$379,470	$331,070	$663,578	$48,400
2021	$319,635	$299,320	$627,420	$20,315
2020	$367,062	$348,121	$586,320	$18,941
2019	$352,418	$336,899	$573,022	$15,519
2018	$321,237	$338,040	$556,801	$-16,803

Jene Wah Inc