SUI WAH SCHOOL (EIN 990248274) - 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

1986

Legal Domicile

Principal Officer

CHEE PING LEE LUM

Phone

8089882009

Tax Period

2024-07-01 to 2025-06-30

SUI WAH SCHOOL, founded in 1986, is a small nonprofit that reported $187K in total revenue in fiscal year 2024. The organization ran a surplus of $79K, a strong 42% operating margin.

Mission

TO EDUCATE STUDENTS IN CHINESE LANGUAGE AND CULTURE TO ENHANCE CULTURAL AWARENESS OF THE STUDENTS AND THEIR FAMILIES. TO ORGANIZE AND PROVIDE EDUCATIONAL AND RECREATIONAL ACTIVITIES FOR THE STUDENTS AND THEIR FAMILIES.

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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 $52,300

Program Service Revenue $109,154

Investment Income $24,401

Other Revenue $880

TOTAL REVENUE $186,735

Expense Breakdown

Grants Paid $0

Salaries & Benefits $57,210

Fundraising Expenses $0

Program Expenses $103,872

Other Expenses $50,243

TOTAL EXPENSES $107,453

Year-over-Year Comparison

	2024	2023	Change
Revenue	$186,735	$181,274	+0.0%
Expenses	$107,453	$115,516	-0.1%
Net Income	$79,282	$65,758	+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

Volunteers

N/A

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
CHEE PING LEE LUM	PRESIDENT	8.00	Officer Director	$0	$0	$0
FLORENCE CHAN	VICE-PRESIDE	2.00	Officer Director	$0	$0	$0
ROLANSE CRISAFULLI	SECRETARY	2.00	Officer Director	$0	$0	$0
CATHY MAK	TREASURER	2.00	Officer Director	$0	$0	$0
DONNA WOO	DIRECTOR	1.00	Director	$0	$0	$0
JENNY CHENG	DIRECTOR	1.00	Director	$0	$0	$0
JULIE AU	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH KUIOKA	DIRECTOR	1.00	Director	$0	$0	$0
PAULINE CUTTER	DIRECTOR	1.00	Director	$0	$0	$0
NATHAN YIM	DIRECTOR	1.00	Director	$0	$0	$0
BONNY WONG	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	$186,735	$107,453	$602,408	$79,282
2024	$181,274	$115,516	$523,670	$65,758
2023	$140,072	$96,399	$454,745	$43,673
2022	$100,635	$75,469	$406,165	$25,166
2021	$88,492	$66,512	$380,565	$21,980
2020	$122,900	$100,218	$369,034	$22,682
2019	$104,313	$102,736	$336,802	$1,577
2018	$137,999	$112,570	$339,087	$25,429

SUI WAH SCHOOL