HARVARD-YENCHING INSTITUTE

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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

1928

Legal Domicile

Principal Officer

YVONNE YF CHAN

Phone

6174963591

Tax Period

2023-07-01 to 2024-06-30

HARVARD-YENCHING INSTITUTE, founded in 1928, is a community nonprofit in the International Affairs sector that reported $7.9M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $9.2M exceeded revenue, resulting in a 17% operating deficit.

Mission

THE INSTITUTE IS AN INDEPENDENT FOUNDATION DEDICATED TO ADVANCING HIGHER EDUCATION IN ASIA IN THE HUMANITIES AND SOCIAL SCIENCES, WITH SPECIAL ATTENTION TO THE STUDY OF ASIAN CULTURE.

Program Service Accomplishments

Program 1

Expenses: $835,000

GRANT TO SUPPORT HARVARD TO SUPPORT THE UNITED BOARD'S INITIATIVES TO SUPPORT ASIAN INSTITUTIONS THROUGH FACULTY AND LEADERSHIP DEVELOPMENT PROGRAMS AND PROGRAM GRANTS WHICH SUPPORT HIGHER EDUCATION...

Program 2

Expenses: $2,324,585 Revenue: $13,036

PROVIDES SUPPORT TO HARVARD UNIVERSITY IN THE FORM OF GRANTS TO SUPPORT THE HARVARD-YENCHING LIBRARY, THE HARVARD JOURNAL OF ASIATIC STUDIES, PUBLICATIONS OF SCHOLARLY WORKS IN THE HUMANITIES AND...

PROVIDES SUPPORT TO HARVARD UNIVERSITY IN THE FORM OF GRANTS TO SUPPORT THE HARVARD-YENCHING LIBRARY, THE HARVARD JOURNAL OF ASIATIC STUDIES, PUBLICATIONS OF SCHOLARLY WORKS IN THE HUMANITIES AND SOCIAL SCIENCES AND PROVIDES GRANTS TO SUPPORT ASIAN STUDENTS' ATTENDANCE IN HARVARD GRADUATE PROGRAMS ALL TO SUPPORT HIGHER EDUCATION IN ASIA.

Program 3

Expenses: $5,276,352

PROVIDES GRANTS TO SUPPORT PUBLICATIONS, CONFERENCES, TRAINING PROGRAMS WITH THE PURPOSE OF SUPPORTING HIGHER EDUCATION IN ASIA.

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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 $30,000

Program Service Revenue $13,036

Investment Income $7,797,319

Other Revenue $46,921

TOTAL REVENUE $7,887,276

Expense Breakdown

Grants Paid $5,878,487

Salaries & Benefits $981,397

Fundraising Expenses $0

Program Expenses $8,435,937

Other Expenses $2,380,915

TOTAL EXPENSES $9,240,799

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,887,276	$7,211,857	+0.1%
Expenses	$9,240,799	$7,753,630	+0.2%
Net Income	$-1,353,523	$-541,773	+1.5%

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

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

$421,633

Total Directors

$249,842

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HELENA KOLENDA	CHAIRMAN	1.00	Officer Director	$0	$0	$0
CHRISTIAN MURCK	TRUSTEE	0.50	Director	$0	$0	$0
KAREN THORNBER	TRUSTEE	0.50	Director	$0	$0	$0
CARTER ECKERT	TRUSTEE	0.50	Director	$0	$0	$0
JAMES ROBSON	TRUSTEE - UNTIL DEC 2023	0.50	Director	$0	$0	$0
KAMAL AHMAD	TRUSTEE	0.50	Director	$0	$0	$0
ROBERT MUROWCHICK	TRUSTEE	0.50	Director	$0	$0	$0
YVONNE CHAN	TRUSTEE	0.50	Director	$0	$0	$0
NICHOLAS HARKNESS	TRUSTEE	0.50	Director	$0	$0	$0
YA-WEN LEI	TRUSTEE	0.50	Director	$0	$0	$0
PAREENA LAWRENCE	TRUSTEE	0.50	Director	$0	$16,509	$249,842
ELIZABETH J PERRY	DIRECTOR OF INSTITUTE	35.00	Officer	$214,030	$46,645	$260,675
SUSAN SCOTT	ASSISTANT DIRECTOR	35.00	Officer	$123,946	$37,012	$160,958
RUOHONG LI	ASSOCIATE DIRECTOR	35.00	Highest	$154,215	$46,113	$200,328

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	No data	No data	No data	No data
2024	$7,887,276	$9,240,799	$369,211,252	$-1,353,523
2023	$7,211,857	$7,753,630	$344,178,257	$-541,773
2022	$5,618,562	$7,463,395	$343,052,532	$-1,844,833
2021	$5,038,189	$7,136,523	$357,386,063	$-2,098,334
2020	$5,490,998	$6,131,709	$272,601,222	$-640,711
2019	$5,708,476	$8,356,440	$261,971,103	$-2,647,964
2018	$5,697,958	$7,666,980	$253,899,312	$-1,969,022