TAI CHI FOUNDATION (EIN 133016452) - 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

1979

Legal Domicile

Principal Officer

STEVE SHULMAN

Phone

2126457010

Tax Period

2024-01-01 to 2024-12-31

TAI CHI FOUNDATION, founded in 1979, is a small nonprofit that reported $225K in total revenue in fiscal year 2024.

Mission

PROVIDE TRAINING AND INSTRUCTION FOR STUDENTS AND TEACHERS AND TO SET UP AND MAINTAIN A PROGRAM FOR CERTIFICATION OF T'AI CHI INSTRUCTORS.

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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 $65,401

Program Service Revenue $133,292

Investment Income $13

Other Revenue $25,888

TOTAL REVENUE $224,594

Expense Breakdown

Grants Paid $4,470

Salaries & Benefits $32,687

Fundraising Expenses $3,000

Program Expenses $157,696

Other Expenses $180,985

TOTAL EXPENSES $218,142

Year-over-Year Comparison

	2024	2023	Change
Revenue	$224,594	$209,048	+0.1%
Expenses	$218,142	$233,384	-0.1%
Net Income	$6,452	$-24,336	-1.3%

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

N/A

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

$19,287

Total Directors

$9,487

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE SHULMAN	TREASURER	4.00	Officer Director	$4,400	$0	$4,400
MIKE BARKHAM	PRESIDENT	4.00	Officer Director	$0	$0	$0
MICHAEL TILLMAN	VICE PRESIDENT	4.00	Officer Director	$1,650	$0	$1,650
ANNA TEEPLES	DIRECTOR	4.00	Director	$2,200	$0	$2,200
CHARLOTTE ZINSSER BOOTH	DIRECTOR	4.00	Director	$0	$0	$0
JESSE LEINFELDER	DIRECTOR	4.00	Director	$0	$0	$0
OLIVER HERZFELD	DIRECTOR	4.00	Director	$0	$0	$0
ANNE SMYERS	SECRETARY	4.00	Officer Director	$1,237	$0	$1,237
PENNY HARRISON	FOUNDATION ADMINISTRATOR	20.00	Officer	$12,000	$0	$12,000

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
2024	$224,594	$218,142	$226,860	$6,452
2023	$209,048	$233,384	$218,116	$-24,336
2022	$164,798	$202,741	$216,396	$-37,943
2021	$145,880	$119,460	$241,609	$26,420
2020	$193,392	$147,220	$226,826	$46,172
2019	$237,893	$217,378	$187,380	$20,515
2018	$186,994	$161,007	$148,388	$25,987

TAI CHI FOUNDATION