SAKYA CHARITABLE TRUST

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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

2008

Legal Domicile

Principal Officer

DEVAN PHAN

Phone

2515862656

Tax Period

2023-01-01 to 2023-12-31

SAKYA CHARITABLE TRUST, founded in 2008, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $56K in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. Net assets of $130K represent 28 months of operating reserves.

Mission

TO PROVIDE FUNDING TO HELP REBUILD RELIGIOUS STRUCTURES AND ORPHANAGES

Program Service Accomplishments

Program 1

TEMPLE CONSTRUCTION FOR VIETNAMESE BUDDHIST CONGREGATION OF ALABAMA

Program 2

Expenses: $53,448

PROVIDE MEDICAL MERCY NEEDS

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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 $55,698

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $55,698

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $53,448

Other Expenses $56,120

TOTAL EXPENSES $56,120

Year-over-Year Comparison

	2023	2022	Change
Revenue	$55,698	$78,545	-0.3%
Expenses	$56,120	$76,401	-0.3%
Net Income	$-422	$2,144	-1.2%

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

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
DEVAN PHAN	SETTLOR	1.00	Officer Director	$0	$0	$0
ANNA PHAN	TRUSTEE	1.00	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
2023	$55,698	$56,120	$130,360	$-422
2022	$78,545	$76,401	$130,782	$2,144
2021	$33,820	$25,182	$128,638	$8,638
2020	$29,212	$29,212	$120,000	No data
2018	$40,000	$49,046	$126,425	$-9,046