CHINESE HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA INC (EIN 953155357) - 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

1976

Legal Domicile

Principal Officer

Ricky Leo

Phone

3233528824

Tax Period

2023-01-01 to 2023-12-31

CHINESE HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA INC, founded in 1976, is a small nonprofit in the Arts, Culture & Humanities sector that reported $193K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $78K, a strong 40% operating margin.

Mission

To bring together people with a mutual interest in the important history and historical role of Chinese and Chinese Americans in Southern California; To pursue, preserve and communicate knowledge of this history; and To promote the heritage of the Chinese and Chinese American community in support of a better appreciation of our rich, multi-cultural society of the United States.

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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 $156,257

Program Service Revenue $17,559

Investment Income $18,994

Other Revenue $590

TOTAL REVENUE $193,400

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $84,197

Other Expenses $115,715

TOTAL EXPENSES $115,715

Year-over-Year Comparison

	2023	2022	Change
Revenue	$193,400	$163,542	+0.2%
Expenses	$115,715	$122,899	-0.1%
Net Income	$77,685	$40,643	+0.9%

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
Ricky Leo	President FY2024 [Vice President FY2023]	20	Officer Director	$0	$0	$0
Gordon Hom	Vice President FY2024 [Director FY2023]	20	Officer Director	$0	$0	$0
Susan Dickson	Secretary FY2024 [VP-Programs FY2023]	20	Officer Director	$0	$0	$0
Franklin Mah	Treasurer FY2023 & FY2024	20	Officer Director	$0	$0	$0
Lauren Hom	Membership Secretary FY2024 [Secretary FY2023]	20.00	Officer Director	$0	$0	$0
Linda Bentz	Director FY2023 & FY2024	10	Director	$0	$0	$0
Calvin Cheng	Director FY2024	10	Director	$0	$0	$0
Robert Chong	Director FY2024	10	Director	$0	$0	$0
Cindy Fong	Director FY2023 & FY2024	10	Director	$0	$0	$0
Annalise Harlow	Director FY2024	10	Director	$0	$0	$0
Angela Lancaster	Director FY2023 & FY2024	10	Director	$0	$0	$0
Grace Leo	Director FY2023 & FY2024	10	Director	$0	$0	$0
Albert Lowe	Director FY2024	10	Director	$0	$0	$0
Felicia Tabing	Director FY2023 & FY2024	10.00	Director	$0	$0	$0
Caitlin Bryant	[Membership Secretary FY2023]	20	Officer Director	$0	$0	$0
Bak Jong	[Director FY2023]	10.00	Director	$0	$0	$0
Eugene Moy	[President FY2023]	20	Officer 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
2024	No data	No data	No data	No data
2023	$193,400	$115,715	$1,151,806	$77,685
2022	$163,542	$122,899	$1,011,140	$40,643
2021	$81,769	$55,990	$1,024,926	$25,779
2020	$86,421	$92,280	$938,591	$-5,859

CHINESE HISTORICAL SOCIETY OF SOUTHERN CALIFORNIA INC