TERGAR MINGJUE PHOENIX (EIN 203224631) - 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

JI WU

Phone

3014372248

Tax Period

2024-01-01 to 2024-12-31

TERGAR MINGJUE PHOENIX, founded in 2005, is a micro nonprofit in the Education sector that reported $99K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $61K, a strong 61% operating margin.

Mission

RELIGIOUS, CHARITABLE AND EDUCATIONAL ORGANIZATION.

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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 $87,069

Program Service Revenue $0

Investment Income $11,931

Other Revenue $0

TOTAL REVENUE $99,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,698

Fundraising Expenses $0

Program Expenses $8,373

Other Expenses $25,553

TOTAL EXPENSES $38,251

Year-over-Year Comparison

	2024	2023	Change
Revenue	$99,000	$86,583	+0.1%
Expenses	$38,251	$38,915	0.0%
Net Income	$60,749	$47,668	+0.3%

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

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
JI WU	PRESIDENT TREASURER	15.00	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	$99,000	$38,251	$711,117	$60,749
2023	$86,583	$38,915	$651,930	$47,668
2022	$136,888	$82,367	$603,093	$54,521
2021	$118,412	$65,929	$551,561	$52,483
2020	$104,347	$72,337	$497,083	$32,010
2019	$55,347	$36,592	$463,060	$18,755
2018	$24,355	$27,426	$444,881	$-3,071

TERGAR MINGJUE PHOENIX