CHINESE AMERICAN INTERNATIONAL SCHOOL (EIN 942786958) - 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

1981

Legal Domicile

Principal Officer

STEPHEN J BAJC

Phone

4158618066

Tax Period

2024-07-01 to 2025-06-30

CHINESE AMERICAN INTERNATIONAL SCHOOL, founded in 1981, is a mid-sized nonprofit in the Education sector that reported $30.2M in total revenue in fiscal year 2024. Expenses of $28.2M left a modest 6% surplus.

Mission

EMBRACE CHINESE, BECOME OUR BEST SELVES, AND CONTRIBUTE TO A BETTER WORLD.

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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 $2,587,970

Program Service Revenue $26,106,195

Investment Income $650,790

Other Revenue $813,455

TOTAL REVENUE $30,158,410

Expense Breakdown

Grants Paid $4,070,060

Salaries & Benefits $15,718,840

Fundraising Expenses $810,358

Program Expenses $25,169,112

Other Expenses $8,439,443

TOTAL EXPENSES $28,228,343

Year-over-Year Comparison

	2024	2023	Change
Revenue	$30,158,410	$29,626,851	+0.0%
Expenses	$28,228,343	$25,168,329	+0.1%
Net Income	$1,930,067	$4,458,522	-0.6%

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

194

Volunteers

250

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

$1,192,305

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER SHIAU	BOARD CHAIR	2.00	Director	$0	$0	$0
ALDA LEU DENNIS	FIRST VICE- CHAIR, CHAIR OF COT	2.00	Officer Director	$0	$0	$0
JON XU	SECOND VICE CHAIR & CHAIR OF FACILITIES	2.00	Officer Director	$0	$0	$0
DOMINGO GUERRA	SECRETARY & INSTITUTIONAL ADVANCEMENT COMMITTEE	2.00	Officer Director	$0	$0	$0
JOHN KATZENMEYER	TREASURER & CHAIR OF FINANCE	2.00	Officer Director	$0	$0	$0
SHERILYN ADAMS	INSTITUTIONAL ADVANCEMENT COMMITTEE	2.00	Director	$0	$0	$0
DARLENE CHIU BRYANT	BOARD MEMBER	2.00	Director	$0	$0	$0
DANIEL CHANG	CHAIR OF AUDIT & RISK MGMT COMM & FACILITIES COMM	2.00	Director	$0	$0	$0
MARVIN CHOW	INST. ADV. & FACILITIES COMMITTEE	2.00	Director	$0	$0	$0
KYLE DOHERTY	FACILITIES COMM & FINANCE COMM	2.00	Director	$0	$0	$0
BRYANT JENKINS	TRUSTEE	2.00	Director	$0	$0	$0
LUCINDA LEE KATZ	TRUSTEE	2.00	Director	$0	$0	$0
JENNIFER LAI	INST. ADV. COMM. & FINANCE COMMITTEE	2.00	Director	$0	$0	$0
STEPHANIE LIM	COMMITTEE ON TRUSTEES	2.00	Director	$0	$0	$0
LILY LIN	COMM ON TRUSTEES, CHAIR OF INST. ADV.	2.00	Director	$0	$0	$0
KATHLEEN LIU	AUDIT & RISK MGMT COMMITTEE	2.00	Director	$0	$0	$0
BEN LUI	FINANCE COMMITTEE	2.00	Director	$0	$0	$0
JON MAYEDA	FACILITIES COMMITTEE	2.00	Director	$0	$0	$0
JIMMY NGUYEN	COMMITTEE ON TRUSTEES & FINANCE COMMITTEE	2.00	Director	$0	$0	$0
CATHERINE SANGER	INST ADV & AUDIT & RISK MGMT COMM	2.00	Director	$0	$0	$0
CHRISTOPHER TOM	TRUSTEE	2.00	Director	$0	$0	$0
JOHN WANG	FINANCE COMMITTEE	2.00	Director	$0	$0	$0
JEFFREY BISSELL	HEAD OF SCHOOL	40.00	Officer	$564,945	$25,070	$590,015
STEPHEN BAJC	DIRECTOR OF FINANCE & OPERATION	40.00	Officer	$289,894	$71,783	$361,677
BERKLEY SUMMERLIN	DIRECTOR OF ADV.	40.00	Officer	$221,220	$19,393	$240,613
KIMBERLY KAZ	HEAD OF LOWER SCHOOL	40.00	Highest	$178,110	$59,950	$238,060
DANIEL FETTINGER	DIRECTOR OF TECHNOLOGY	40.00	Highest	$165,661	$54,645	$220,306
LAN SUN	BUSINESS OFFICER	40.00	Highest	$191,347	$20,792	$212,139
JOSEPH WILLIAMSON	HEAD OF MIDDLE SCHOOL	40.00	Highest	$190,842	$17,536	$208,378
TIMOTHY REITZ	DIRECTOR OF COMMUNICATION	40.00	Highest	$168,090	$11,442	$179,532

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	$30,158,410	$28,228,343	$113,098,705	$1,930,067
2024	$29,626,851	$25,168,329	$110,845,693	$4,458,522
2023	$29,565,469	$23,650,826	$84,170,152	$5,914,643
2022	$46,388,087	$21,103,032	$75,254,157	$25,285,055
2021	$20,530,315	$20,175,034	$32,677,507	$355,281
2020	$19,615,342	$19,808,851	$31,107,401	$-193,509
2019	$20,061,457	$20,574,862	$31,309,970	$-513,405

CHINESE AMERICAN INTERNATIONAL SCHOOL