Shan Nain Benevolent Association (EIN 943051505) - 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

1939

Legal Domicile

Principal Officer

Tun Hong Lee

Phone

4152880600

Tax Period

2023-01-01 to 2023-12-31

Shan Nain Benevolent Association, founded in 1939, is a small nonprofit that reported $227K in total revenue in fiscal year 2023. Revenue surged 6530% from the prior year, signaling strong growth momentum. The organization ran a surplus of $103K, a strong 46% operating margin.

Mission

To assist the Chinese residents in the community who are needy or sick. To promote the social welfare of the Chinese 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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $16

Other Revenue $226,652

TOTAL REVENUE $226,668

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $123,475

Other Expenses $123,475

TOTAL EXPENSES $123,475

Year-over-Year Comparison

	2023	2022	Change
Revenue	$226,668	$3,419	+65.3%
Expenses	$123,475	$258,808	-0.5%
Net Income	$103,193	$-255,389	-1.4%

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
Tun Hong Lee	President	002.00	Officer	$0	$0	$0
Tak Kwan Wong	Secretary	002.00	Officer	$0	$0	$0
Don Chan	Vice-President	002.00	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	$226,668	$123,475	$194,665	$103,193
2022	$3,419	$258,808	$91,473	$-255,389
2021	$169,385	$25,265	$246,862	$144,120
2020	$66,696	$19,271	$106,258	$47,425
2019	$76,234	$6,193	$153,833	$70,041
2018	$107,931	$126,734	$93,933	$-18,803

Shan Nain Benevolent Association