CHINA MEDICAL UNIVERSITY OF TAIWAN NORTH AMERICA ALUMNI FOUNDATION INC (EIN 260362864) - 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

2007

Legal Domicile

Principal Officer

KUAN C CHEN MD

Phone

9519250468

Tax Period

2023-01-01 to 2023-12-31

CHINA MEDICAL UNIVERSITY OF TAIWAN NORTH AMERICA ALUMNI FOUNDATION INC, founded in 2007, is a small nonprofit in the Education sector that reported $589K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $582K, a strong 99% operating margin.

Mission

THIS ORGANIZATION IS SET UP WITH THE INTENT TO PROVIDE SCHOLARSHIPS TO THE STUDENTS AND TO PROVIDE FUNDS FOR RESEARCH TO THE UNIVERSITY.

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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 $585,260

Program Service Revenue $0

Investment Income $3,874

Other Revenue $0

TOTAL REVENUE $589,134

Expense Breakdown

Grants Paid $3,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,000

Other Expenses $3,721

TOTAL EXPENSES $6,721

Year-over-Year Comparison

	2023	2022	Change
Revenue	$589,134	$531,994	+0.1%
Expenses	$6,721	$3,705	+0.8%
Net Income	$582,413	$528,289	+0.1%

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

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
KUAN-CHENG CHEN	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
CHE-LU TSENG	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
SONG-DOW LEE	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
FRANK SHIEH	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
CHAO H CHEN	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
YUAN-HWA ANN LIN	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
SHING-I LEE	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
CHIEN-SHING CHEN	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
PAUL SHEEN	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
MEI PHOUN LIN	CFO	2.00	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	$589,134	$6,721	$1,665,736	$582,413
2022	$531,994	$3,705	$831,813	$528,289

CHINA MEDICAL UNIVERSITY OF TAIWAN NORTH AMERICA ALUMNI FOUNDATION INC