TAIWAN BENEVOLENT ASSOCIATION SAN JOSE (EIN 205851444) - 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

VICKY CHU

Phone

5105799849

Tax Period

2023-01-01 to 2023-12-31

TAIWAN BENEVOLENT ASSOCIATION SAN JOSE, founded in 2006, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $13K in total revenue in fiscal year 2023. Revenue surged 94% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3K, a strong 24% operating margin.

Mission

THE SPECIFIC PURPOSES OF THIS CORPORATION ARE TO STRENGTHEN CONNECTIONS AMONG TAIWANESE AMERICANS IN SAN JOSE AND OFFER NECESSARY SERVICES TO THE COMMUNITY; TO ENHANCE THE QUALITY OF LIFE AND SOCIAL WELL-BEING OF TAIWANESE AMERICANS. THROUGH ORGANIZING OR PARTICIPATING IN VARIOURS ACTIVITIES AND EVENTS TO ENCOURAGE CONTACTS AND COMMUNICATIONS AMONG PEOPLE IN THE TAIWANESE AMERICAN COMMUNITY.

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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 $6,680

Program Service Revenue $6,803

Investment Income $11

Other Revenue $0

TOTAL REVENUE $13,494

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,000

Other Expenses $10,265

TOTAL EXPENSES $10,265

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,494	$6,972	+0.9%
Expenses	$10,265	$5,959	+0.7%
Net Income	$3,229	$1,013	+2.2%

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

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
VICKY CHU	President	5.00	Officer	$0	$0	$0
VIVIAN WANG	CFO	5.00	Officer	$0	$0	$0
CAROL HU	Secretary	5.00	Officer	$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	$13,494	$10,265	$22,238	$3,229
2022	$6,972	$5,959	$19,008	$1,013
2021	$3,641	$3,430	$17,996	$211
2020	$1,364	$8,091	$17,785	$-6,727

TAIWAN BENEVOLENT ASSOCIATION SAN JOSE