East Bay Wu Yi Benevolent Family Association

Nonprofit profile at a glance

EIN
943124757
IRS 990-EZ coverage
2014–2019
Forms available
Form 990 2013, Form 990-EZ 2019
Location
Oakland, CA, USA
Phone
5102688428
Rating
48
Verdict
MIXED
Rating confidence
Moderate

Reported finances

Revenue
$68,797
Expenses
$66,506
Assets
$26,981

Source: IRS Form 990-EZ. Selected filing: tax year 2019. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • Jeannie SooHoo (CEO)

People named in this filing

  • Jeannie SooHoo (CEO)
  • Lee Tim Kwok (1St VP)
  • Helen Ng (2nd VP)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2019. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Seasonal Annual social events for Wu Yi members

What it reported doing in 2019

Seasonal Annual social events for Wu Yi members. Networking Functions with other Oakland Community services Orgns.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Transfer-based 990-EZ. The 990-EZ reports grants or member benefits, but it does not separate enough spending to show the nonprofit’s full delivery mix.

The verdict

MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and assets have declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 8
  • Transparency & Controls: 100
  • Sustainability: 38
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 13.2%; rating input score 13
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 3.3%; rating input score 51; 51st percentile among comparable filings
  • Total-asset coverage ratio: 0.41; rating input score 24; 24th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 10.1% per year; rating input score 100; 85th percentile among comparable filings
  • Asset growth: -2.8% per year; rating input score 0; 31st percentile among comparable filings

Details

  • Where the money goes: 13.2% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 5 of 5 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 5 filing years from 2014 to 2019
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Financial Efficiency: Mission deployment rate scored 13/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Operating margin scored 51/100.
  • High — Sustainability: Total-asset coverage ratio scored 24/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.
  • High — Grant Readiness: California registration: this organization is not authorized to operate as a charity in California.