Yuan Tze Ren Xue Center (EIN 274625540) - 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

Jana Chamales

Phone

5108661029

Tax Period

2025-01-01 to 2025-12-31

Yuan Tze Ren Xue Center, founded in 2010, is a small nonprofit in the Mental Health sector that reported $480K in total revenue in fiscal year 2025. The organization ran a surplus of $163K, a strong 34% operating margin.

Mission

To provide educational programs, classes and retreats

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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 (2025)

Revenue Breakdown

Contributions & Grants $206,338

Program Service Revenue $269,443

Investment Income $207

Other Revenue $3,584

TOTAL REVENUE $479,572

Expense Breakdown

Grants Paid $0

Salaries & Benefits $112,867

Fundraising Expenses $0

Program Expenses $250,869

Other Expenses $203,813

TOTAL EXPENSES $316,680

Year-over-Year Comparison

	2025	2024	Change
Revenue	$479,572	$444,743	+0.1%
Expenses	$316,680	$549,327	-0.4%
Net Income	$162,892	$-104,584	-2.6%

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

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

$52,000

Total Directors

$52,000

Key Employees

$93,600

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Melissa Kung	Board Member	1.00	Director	$0	$0	$0
Janet Brown	Secretary/Board Member	1.00	Officer Director	$0	$0	$0
Genevieve Grandbois	Treasurer/Board Member	1.00	Officer Director	$0	$0	$0
Marsha Moore	President/Board Member	3.00	Officer Director	$52,000	$0	$52,000
Jana Chalmales	Executive Director	40.00	Key Emp	$72,000	$0	$72,000
Tracey Bigelow	Program Coordinator	10.00	Key Emp	$21,600	$0	$21,600

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
2025	$479,572	$316,680	$613,895	$162,892
2024	$444,743	$549,327	$450,203	$-104,584
2023	$533,466	$439,398	$554,787	$94,068
2022	$378,366	$380,941	$460,719	$-2,575
2021	$298,020	$292,933	$466,025	$5,087
2020	$324,356	$269,370	$483,581	$54,986
2019	$787,808	$663,808	$446,180	$124,000
2018	$363,985	$386,321	$303,720	$-22,336

Yuan Tze Ren Xue Center