THE SAKYONG FOUNDATION (EIN 204832237) - 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

2006

Legal Domicile

Principal Officer

JEFFREY WALTCHER

Phone

3038151588

Tax Period

2019-01-01 to 2019-12-31

THE SAKYONG FOUNDATION, founded in 2006, is a micro nonprofit in the Religion sector that reported $58K in total revenue in fiscal year 2019. Revenue fell 89% from the prior year — a significant decline worth monitoring. Expenses of $98K exceeded revenue, resulting in a 69% operating deficit.

Mission

TO PROVIDE SUPPORT TO ORGANIZATIONS WHOSE ACTIVITIES EXEMPLIFY THE VISION OF SHAMBHALA

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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 (2019)

Revenue Breakdown

Contributions & Grants $30,922

Program Service Revenue $100

Investment Income $27,035

Other Revenue $0

TOTAL REVENUE $58,057

Expense Breakdown

Grants Paid $43,016

Salaries & Benefits $30,079

Fundraising Expenses $2,271

Program Expenses $60,131

Other Expenses $25,040

TOTAL EXPENSES $98,135

Year-over-Year Comparison

	2019	2018	Change
Revenue	$58,057	$524,438	-0.9%
Expenses	$98,135	$584,234	-0.8%
Net Income	$-40,078	$-59,796	-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
SAKYONG MIPHAM RINPOCHE	DIRECTOR FIRST CLASS	5.00	Officer Director	$0	$0	$0
JESSE GRIMES	DIRECTOR	5.00	Director	$0	$0	$0
ALEXANDER HALPERN	SECRETARY	5.00	Officer Director	$0	$0	$0
CONNIE BROCK	DIRECTOR	5.00	Director	$0	$0	$0
JEFF WALTCHER	EXECUTIVE DIRECTOR	10.00	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
2019	$58,057	$98,135	$608,884	$-40,078
2018	$524,438	$584,234	$615,389	$-59,796

THE SAKYONG FOUNDATION