HOUSTON TAIWAN INSTITUTE OF SENIOR CITIZENS (EIN 201822399) - 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

2003

Legal Domicile

Principal Officer

SAMUEL SHEN-HUNG HSU

Phone

7132728989

Tax Period

2023-07-01 to 2024-06-30

HOUSTON TAIWAN INSTITUTE OF SENIOR CITIZENS, founded in 2003, is a small nonprofit in the Education sector that reported $155K in total revenue in fiscal year 2023. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $141K left a modest 9% surplus.

Mission

COMMUNITY EDUCATION SERVICES FOR SENIOR CITIZENS

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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 $106,308

Program Service Revenue $42,350

Investment Income $2,624

Other Revenue $3,629

TOTAL REVENUE $154,911

Expense Breakdown

Grants Paid $0

Salaries & Benefits $32,247

Fundraising Expenses $6,048

Program Expenses $102,866

Other Expenses $108,914

TOTAL EXPENSES $141,161

Year-over-Year Comparison

	2023	2022	Change
Revenue	$154,911	$275,392	-0.4%
Expenses	$141,161	$196,749	-0.3%
Net Income	$13,750	$78,643	-0.8%

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

$30,107

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAMUEL SHEN-HUNG HSU	PRESIDENT	60.00	Officer	$26,400	$3,707	$30,107
KARFEN CHANG	BOARD MEMBER	N/A	Director	$0	$0	$0
CHIEN-PING CHEN	BOARD MEMBER	N/A	Director	$0	$0	$0
MEI-FEN CHEN	CHAIRPERSON	N/A	Director	$0	$0	$0
STEPHEN CHEN	BOARD MEMBER	N/A	Director	$0	$0	$0
FENG CHUN HUANG	VICE CHAIRPE	N/A	Director	$0	$0	$0
SHIH-TING HUANG	SECRETARY GE	N/A	Director	$0	$0	$0
JACK KHO	BOARD MEMBER	N/A	Director	$0	$0	$0
MAE KUO	BOARD MEMBER	N/A	Director	$0	$0	$0
DAWN LIN	BOARD MEMBER	N/A	Director	$0	$0	$0
Y JACK LIN	FINANCIAL AF	N/A	Director	$0	$0	$0
JIN-SHOW LN	BOARD MEMBER	N/A	Director	$0	$0	$0
YEH-SHENG LO	SECRETARY	N/A	Director	$0	$0	$0
JOSEPHINE OLMESTEAD	BOARD MEMBER	N/A	Director	$0	$0	$0
MINLY SUNG	BOARD MEMBER	N/A	Director	$0	$0	$0

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	$154,911	$141,161	$739,333	$13,750
2023	$275,392	$196,749	$736,045	$78,643
2022	$217,673	$210,971	$653,035	$6,702

HOUSTON TAIWAN INSTITUTE OF SENIOR CITIZENS