Civic Intelligence

Chinese Historical and Cultural Project

EIN 77-0156509 • 501(c)3 • San Jose, CA

Profile

Promote, Educate, and Preserve Chinese and Chinese American history and culture in the Santa Clara County. In addition to the care and sharing of the Chinese American Historical Museum (CAHM) in the Ng Shing Gung building at History Park San Jose, CHCP shares our stories with Outreach Activities.

P O Box 5366San Jose, CA 95150

www.chcp.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

53rd percentile

0.02x

Higher debt load relative to revenue than 53% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

19th percentile

-15%

Higher net margin than 19% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

37th percentile

-1.4%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

-3.7%

Faster revenue growth than 33% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$663,303

Down $9,482 (-1.4%) from 2023

Liabilities

Up

$1,566

Up $1,330 (+564%) from 2023

Net Assets

Down

$661,737

Down $10,812 (-1.6%) from 2023

Operations
Liabilities / Revenue53rd percentileNet Margin19th percentile

Revenue

Down

$73,662

Down $2,796 (-3.7%) from 2023

Expenses

Up

$84,474

Up $22,326 (+36%) from 2023

Net Income

Down

-$10,812

Down $25,122 (-176%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2017: $365,618Liabilities 2017: $0Net Assets 2017: $365,6182017Assets 2018: $348,548Liabilities 2018: $0Net Assets 2018: $348,5482018Assets 2019: $352,061Liabilities 2019: $0Net Assets 2019: $352,0612019Assets 2022: $658,239Liabilities 2022: $0Net Assets 2022: $658,2392022Assets 2023: $672,785Liabilities 2023: $236Net Assets 2023: $672,5492023Assets 2024: $663,303Liabilities 2024: $1,566Net Assets 2024: $661,7372024

Highlighted filing

2024

Assets$663,303
Liabilities$1,566
Net Assets$661,737
Open 2024 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2017: $215,277Expenses 2017: $20,126Net Income 2017: $195,1512017Revenue 2018: $31,051Expenses 2018: $48,121Net Income 2018: -$17,0702018Revenue 2019: $37,440Expenses 2019: $33,927Net Income 2019: $3,5132019Revenue 2022: $337,908Expenses 2022: $35,994Net Income 2022: $301,9142022Revenue 2023: $76,458Expenses 2023: $62,148Net Income 2023: $14,3102023Revenue 2024: $73,662Expenses 2024: $84,474Net Income 2024: -$10,8122024

Highlighted filing

2024

Revenue$73,662
Expenses$84,474
Net Income-$10,812
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$663,303
Liabilities
$1,566
Net assets
$661,737
Revenue
$73,662
Expenses
$84,474
Net income
-$10,812
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.63$0.02$6.62$0.74$0.84$0.11
2023Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$0.76$0.62$0.14
2022Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$3.38$0.36$3.02
2019Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.37$0.34$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.31$0.48$0.17
2017Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$2.15$0.20$1.95
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$73,662
Mission and Program Overview

Mission

Promote, Educate, and Preserve Chinese and Chinese American history and culture in the Santa Clara County. In addition to the care and sharing of the Chinese American Historical Museum (CAHM) in the Ng Shing Gung building at History Park San Jose, CHCP shares our stories with Outreach Activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$609,734$623,672▲ $13,938
Cash and Non-Interest-Bearing Accounts$63,051$39,631▼ $23,420
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$672,785$663,303▼ $9,482
Other Assets Total-$0-
Liabilities
Other Liabilities$236$1,566▲ $1,330
Total Liabilities$236$1,566▲ $1,330
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$437,745$441,517▲ $3,772
Net Assets With Donor Restrictions$234,804$220,220▼ $14,584
Total Net Assets Fund Balance$672,549$661,737▼ $10,812
Total Liabilities and Net Assets / Fund Balance$672,785$663,303▼ $9,482
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Dave YickPresident
Christian JochimVice President
Dr Arthur JueVice President
Ingrid LaiVice President
Andrew MoDirector
Brenda Hee WongDirector
David WuDirector
Edith GongDirector
Elizabeth LeeDirector
Erwin WongDirector
Jonathan WongDirector
Judy WongDirector
Kimberly Eng LeeDirector
Mike MakDirector
Peter YoungDirector
William ShuDirector
Allan LowTrustee
Anita KwockTrustee
Debbie Gong-guyTrustee
Gerrye WongTrustee
Liz ChewSecretary
Yucaipa KwockTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$41,870
Program Service Revenue
$2,854
Investment Income
$28,938
Other Revenue
$0
All Other Contributions
$28,466
Change in Net Assets
$-10,812
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$45,487
Grants and Similar Amounts Paid$33,646
Salaries, Compensation, and Employee Benefits$5,341
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$17,000--$17,000
Grants to Domestic Orgs$16,646--$16,646
Other Salaries and Wages$4,499--$4,499
Information Technology-$3,258-$3,258
Fees for Services Accounting-$2,850-$2,850
Office Expenses-$2,755-$2,755
Insurance-$2,412-$2,412
Advertising$894--$894
Payroll Taxes$842--$842
Other Expenses$4,050$50-$50
All Other Expenses-$12-$12
Total Functional Expenses$70,131$14,343$0$84,474
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hsj History Park San JoseSan Jose, CA--$6,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$1,566
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Executive board is given form 990 to review annually”

Form 990, Part VI, Section C, Line 19

“The organization documents are filed with the california attorney generals registry of charities and fundraisers. Organization documents are available by contacting the administrator on the chcp website (chcp.org) to request a copy of filed documents.”

Filing and Contact Details

Filer

Filer Name
Chinese Historical and Cultural Project
EIN
77-0156509
Phone
4158604320
Address
P O BOX 5366, SAN JOSE, CA 95150

Signing Officer

Name
Yucaipa Kwock
Title
Treasurer
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Yucaipa Kwock
Formed
1987
Legal Domicile
CA
Voting Board Members
22
Independent Board Members
22
Employees
5
Volunteers
60

Preparer

Firm
Dunn Jeffries Hering and Wong Llp
Address
5711 N WEST AVE, FRESNO, CA 93711
Preparer
Norman R Wong CPA
Phone
5594908780
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D - OTHER PROGRAM SERVICES

“These grants are scholarships from the lillian gong-guy memorial scholarship (lggms) restricted fund.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0Promote, Educate, and Preserve Chinese and Chinese American history and culture in the Santa Clara County. In addition to the care and sharing of the Chinese American Historical Museum (CAHM) in the Ng Shing Gung building at History Park San Jose, CHCP shares our stories with Outreach Activities.
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IRS990/ProgSrvcAccomActy2Grp/Desc0MUSEUM AND EDUCATION PROGRAMS: The Chinese Historical and Cultural Project (CHCP) provides grant opportunities to teachers who are interested in having their classes attend History San Jose (HSJ)s Immigration program field trips which include visits to the Chinese American Historical Museum for students in grades 4-12 in Santa Clara County, California.GRANTS ARE AVAILABLE to schools in Santa Clara County to help with the cost of buses for transportation to the Immigration program at History San Jose.CHCPs STUDENT DOCENT Cultural Ambassadors Program (SDCAP) help students improve their self-confidence and speaking skills as they interact with and guide visitors through the museum, and enrich their knowledge of Chinese culture and history through outreach events and research projects.
IRS990/ProgSrvcAccomActy3Grp/Desc0SCHOLARSHIPS FROM THE LILIAN GONG-GUY MEMORIAL SCHOLARSHIP ISSUED TO LOCAL HIGH SCHOOL STUDENTS.
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