80-20 EDUCATIONAL FOUNDATION INC (EIN 202391770) - 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

2005

Legal Domicile

Principal Officer

SB Woo

Phone

3027400050

Tax Period

2024-01-01 to 2024-12-31

80-20 EDUCATIONAL FOUNDATION INC, founded in 2005, is a small nonprofit in the Civil Rights & Advocacy sector that reported $697K in total revenue in fiscal year 2024. The organization ran a surplus of $539K, a strong 77% operating margin.

Mission

Organization is engaged in equal justice for Asian Americans with a focus on political education it does not take political action

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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 $362,316

Program Service Revenue $0

Investment Income $334,703

Other Revenue $0

TOTAL REVENUE $697,019

Expense Breakdown

Grants Paid $17,760

Salaries & Benefits $127,438

Fundraising Expenses $0

Program Expenses $157,941

Other Expenses $12,743

TOTAL EXPENSES $157,941

Year-over-Year Comparison

	2024	2023	Change
Revenue	$697,019	$706,943	0.0%
Expenses	$157,941	$121,385	+0.3%
Net Income	$539,078	$585,558	-0.1%

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

N/A

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SB WOO	President Board Memb	40.00	Officer Director	$0	$0	$0
WEI-JING ZHU	Treasurer Board Memb	10.00	Officer Director	$0	$0	$0
ALICE HUANG	Vice Pres Board Memb	1.00	Officer Director	$0	$0	$0
JING-LI YU	Secretary Board Memb	1.00	Officer Director	$0	$0	$0
YUEH-TING LEE	Board Member	1.00	Director	$0	$0	$0
DAVID LEE	Board Member	1.00	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
2024	$697,019	$157,941	$7,169,982	$539,078
2023	$706,943	$121,385	$6,062,314	$585,558
2022	$339,237	$250,943	$4,768,359	$88,294
2021	$737,099	$181,207	$5,781,511	$555,892
2020	$552,296	$150,717	$4,670,257	$401,579
2019	$561,573	$118,956	$3,727,013	$442,617

80-20 EDUCATIONAL FOUNDATION INC