USTC INITIATIVE FOUNDATION (EIN 274542683) - 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

2010

Legal Domicile

Principal Officer

Hua Jiang

Phone

6506918648

Tax Period

2024-01-01 to 2024-12-31

USTC INITIATIVE FOUNDATION, founded in 2010, is a small nonprofit in the Education sector that reported $939K in total revenue in fiscal year 2024. Revenue fell 45% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $830K, a strong 88% operating margin.

Mission

further relationship that would benefit and enrich the academic communities of Asians and Asian Americans in the U.S.A. and in Asia by: (a)providing support for academic communities, including universities, colleges, academic institutions, and affiliate entities, students, faculties and friends; (b)promoting academic and cultural exchange between academic institutions in the U.S.A. and Asia; (c)promoting and inspiring Asian and Asian Americans' excellence in industries.

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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 (2024)

Revenue Breakdown

Contributions & Grants $791,747

Program Service Revenue $6,152

Investment Income $140,817

Other Revenue $0

TOTAL REVENUE $938,716

Expense Breakdown

Grants Paid $74,784

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $96,621

Other Expenses $33,987

TOTAL EXPENSES $108,771

Year-over-Year Comparison

	2024	2023	Change
Revenue	$938,716	$1,715,071	-0.5%
Expenses	$108,771	$1,216,505	-0.9%
Net Income	$829,945	$498,566	+0.7%

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
Hua Jiang	President	2	Officer Director	$0	$0	$0
Lei Zhang	Chief Financial Officer	3	Officer Director	$0	$0	$0
Haoying Sun	Secretary	1	Officer Director	$0	$0	$0
Long Yu	Director	2	Officer Director	$0	$0	$0
Ou Chen	Director	2	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	$938,716	$108,771	$4,907,754	$829,945
2023	$1,715,071	$1,216,505	$4,065,506	$498,566
2022	$1,246,086	$882,106	$3,563,310	$363,980
2021	$510,824	$53,037	$3,207,432	$457,787
2020	$481,489	$60,119	$2,744,654	$421,370
2019	$464,226	$67,760	$2,320,912	$396,466
2018	$842,899	$28,439	$1,923,086	$814,460

USTC INITIATIVE FOUNDATION