Organization of Chinese Americans- Wisconsin Chapter Inc

Nonprofit profile at a glance

EIN
521306701
IRS 990 coverage
2014–2025
Forms available
Form 990 2025, Form 990-EZ 2013, Form 990-N 2022
Location
Waukesha, WI, USA
Phone
4142763400
Rating
81
Verdict
STRONG
Rating confidence
Moderate

Reported finances

Revenue
$58,749
Expenses
$33,558
Assets
$789,807
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • LORNA YOUNG (PRESIDENT)

People named in this filing

  • BETTY CHAN (VICE-PRESIDE)
  • ALBERT CHEN (SCHOLARSHIP)
  • LINDA HUANG (DIRECTOR)

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

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The organization of chinese americans-Wisconsin chapter, inc. Is one of 80 us chapters and affiliates that aims to develop leadership and involvement in the asian pacific american community. The organization has established the following goals: (1) to advocate for social justice, equal opportunity and fair treatment; (2) to promote civic participation, education and leadership; (3) to advance coalitions and community building; and (4) to foster cultural heritage.

What it reported doing in 2025

The organization puts on several events for members and guests to help raise money for scholarships to individuals and financial assistance to charitable organizations.

Operating model

Revenue model
Investment-supported. 89% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 95% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and some filed totals do not add up.

Rating breakdown

  • Financial Efficiency: 85
  • Transparency & Controls: 85
  • Accountability: 64
  • Sustainability: 79
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 88.1%; rating input score 88
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 90%; rating input score 90; 14th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 94.1%; rating input score 94; 58th percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 1 of 7 controls in place; rating input score 14
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 42.9%; rating input score 84; 84th percentile among comparable filings
  • Total-asset coverage ratio: 23.54; rating input score 83; 83rd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 58; 58th percentile among comparable filings

Growth

  • Program expense growth: 1.9% per year; rating input score 100; 54th percentile among comparable filings
  • Revenue growth: 5.2% per year; rating input score 100; 76th percentile among comparable filings
  • Asset growth: 5.2% per year; rating input score 100; 63rd percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 88.1% of spending went to programs
  • Governance: 8 of 8 board members independent · 1 of 7 filing controls reported
  • Programs: 2 filed program accomplishments · $30K in reported program spending
  • Leadership: top reported pay $0 · 8 people listed
  • Consistency: 17 of 18 current checks pass · 1 finding to review
  • Schedules: 3 filed schedules · includes grants
  • Filing history: 4 filing years from 2014 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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.

  • High — Accountability: Governance controls: 5 of 6 not reported.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Review — Sustainability: Officer compensation ratio scored 58/100.