FRANK LIU JR FOUNDATION (EIN 202984875) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

FRANK LIU

Phone

7133332200

Tax Period

2023-01-01 to 2023-12-31

FRANK LIU JR FOUNDATION, founded in 2005, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $16K in total revenue in fiscal year 2023. Revenue fell 100% from the prior year — a significant decline worth monitoring.

Mission

PROVIDE SUPPORT FOR 501(C)(3) ORGANIZATIONS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $103

Program Service Revenue $0

Investment Income $-15,856

Other Revenue $0

TOTAL REVENUE $-15,753

Expense Breakdown

Grants Paid $1,064,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,087,854

Other Expenses $25,724

TOTAL EXPENSES $1,090,224

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-15,753	$14,991,074	-1.0%
Expenses	$1,090,224	$505,528	+1.2%
Net Income	$-1,105,977	$14,485,546	-1.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANK LIU	PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
HELEN GHOZALI	VICE PRESIDENT/SECRETARY/DIRECTOR	1.00	Officer Director	$0	$0	$0
KIRBY LIU	VICE PRESIDENT/TREASURER/DIRECTOR	1.00	Officer 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	No data	No data	No data	No data
2023	$-15,753	$1,090,224	$25,470,082	$-1,105,977
2022	$14,991,074	$505,528	$25,772,876	$14,485,546
2021	$5,867	$2,118,491	$11,494,957	$-2,112,624
2020	$20,473	$1,157,702	$13,473,425	$-1,137,229
2019	$86,424	$1,093,956	$14,393,990	$-1,007,532
2018	$98,540	$997,550	$15,206,181	$-899,010

FRANK LIU JR FOUNDATION