CHINESE CULTURAL SOCIETY OF STOCKTON (EIN 942535613) - 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

LOREEN HUEY

Phone

2099518003

Tax Period

2024-01-01 to 2024-12-31

CHINESE CULTURAL SOCIETY OF STOCKTON, founded in 1979, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $67K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $43K, a strong 64% operating margin.

Mission

PROMOTE CHINESE CUSTOMS, TRADITIONS AND CULTURE IN THE COMMUNITY.

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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 $49,102

Program Service Revenue $0

Investment Income $22,001

Other Revenue $-3,986

TOTAL REVENUE $67,117

Expense Breakdown

Grants Paid $13,050

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $22,071

Other Expenses $11,221

TOTAL EXPENSES $24,271

Year-over-Year Comparison

	2024	2023	Change
Revenue	$67,117	$56,233	+0.2%
Expenses	$24,271	$21,713	+0.1%
Net Income	$42,846	$34,520	+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

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
HARRY FONG	DIRECTOR	0.50	Director	$0	$0	$0
PENNY KNAPP	DIRECTOR	0.50	Director	$0	$0	$0
LORETTA LEE	DIRECTOR	0.50	Director	$0	$0	$0
CYNTHIA LAU	DIRECTOR	0.50	Director	$0	$0	$0
KEVIN WONG	DIRECTOR	0.50	Director	$0	$0	$0
LOREEN HUEY	PRESIDENT	2.00	Officer	$0	$0	$0
COLLEEN LEE	VICE-PRESIDENT	2.00	Officer	$0	$0	$0
JERI WONG	TREASURER	2.00	Officer	$0	$0	$0
MUAY SAECHAO	ENGLISH SECRETARY	0.50	Officer	$0	$0	$0
MIRANDA WONG	CHINESE SECRETARY	1.00	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
2025	No data	No data	No data	No data
2024	$67,117	$24,271	$574,406	$42,846
2023	$56,233	$21,713	$511,433	$34,520

CHINESE CULTURAL SOCIETY OF STOCKTON