Taiwanese American Foundation (EIN 237294877) - 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

1974

Legal Domicile

Principal Officer

Hochie Tsai

Phone

9739077371

Tax Period

2023-01-01 to 2023-12-31

Taiwanese American Foundation, founded in 1974, is a small nonprofit that reported $296K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $356K exceeded revenue, resulting in a 20% operating deficit.

Mission

To foster personal growth and development of servant leaders in the Taiwanese-American community for the benefit of society through the organization of an annual summer camp for over 250 youth in grades K-12 as well as providing mentoring opportunities for college and young professionals.

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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 $61,213

Program Service Revenue $195,345

Investment Income $39,424

Other Revenue $0

TOTAL REVENUE $295,982

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $333,499

Other Expenses $356,068

TOTAL EXPENSES $356,068

Year-over-Year Comparison

	2023	2022	Change
Revenue	$295,982	$230,268	+0.3%
Expenses	$356,068	$342,484	+0.0%
Net Income	$-60,086	$-112,216	-0.5%

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
HoChie Tsai	President	2.00	Officer	$0	$0	$0
Dan Lu	Secretary	1.00	Officer	$0	$0	$0
Kevin Yau	Treasurer	1.00	Officer	$0	$0	$0
Nick Huang	Legal Counsel	1.00	Officer	$0	$0	$0
Alex Yang	Director	1.00	Director	$0	$0	$0
Dave Chiou	Director	1.00	Director	$0	$0	$0
Tim Huang	Director	1.00	Director	$0	$0	$0
Jessica Fu	Director	1.00	Director	$0	$0	$0
Jonathan Lee	Director	1.00	Director	$0	$0	$0
Steve Lin	Director	1.00	Director	$0	$0	$0
Spencer Chen	Director	1.00	Director	$0	$0	$0
Karen Lin	Director	1.00	Director	$0	$0	$0
Shannon Sung	Executive Director	1.00	Director	$0	$0	$0
Alison Yeh	Conference Director	1.00	Director	$0	$0	$0
Roger Lin	Director	1.00	Director	$0	$0	$0
Pamela Hung	Executive Dictor	1.00	Director	$0	$0	$0
Paul Lin	Director	1.00	Director	$0	$0	$0
Christine Shay Tang	Director	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	No data	No data	No data	No data
2023	$295,982	$356,068	$1,933,765	$-60,086
2022	$230,268	$342,484	$1,989,322	$-112,216
2021	$291,242	$226,363	$2,101,652	$64,879
2020	$325,638	$23,759	$2,017,794	$301,879
2018	$193,212	$198,042	$907,796	$-4,830

Taiwanese American Foundation