TAIWANESE-AMERICAN FOUNDATION OF SAN DIEGO (EIN 330709735) - 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

1996

Legal Domicile

Phone

8585608884

Tax Period

2023-01-01 to 2023-12-31

TAIWANESE-AMERICAN FOUNDATION OF SAN DIEGO, founded in 1996, is a small nonprofit in the Arts, Culture & Humanities sector that reported $777K in total revenue in fiscal year 2023. Revenue surged 125% from the prior year, signaling strong growth momentum. The organization ran a surplus of $560K, a strong 72% operating margin.

Mission

To engage in charitable, educational and community activities that promote culture and tradition in the community and promote the health and social well-being of the communities.

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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 $222,767

Program Service Revenue $11,593

Investment Income $533,002

Other Revenue $9,636

TOTAL REVENUE $776,998

Expense Breakdown

Grants Paid $23,000

Salaries & Benefits $53,056

Fundraising Expenses $18,136

Program Expenses $184,395

Other Expenses $141,293

TOTAL EXPENSES $217,349

Year-over-Year Comparison

	2023	2022	Change
Revenue	$776,998	$345,872	+1.2%
Expenses	$217,349	$1,055,795	-0.8%
Net Income	$559,649	$-709,923	-1.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHIAO FONG WEN	Treasurer	0.50	Officer	$0	$0	$0
Philip Yu-Hua Chang	President	0.50	Officer	$0	$0	$0
Wei-Jen J Lo	Secretary	0.25	Officer	$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	$776,998	$217,349	$6,964,942	$559,649
2022	$345,872	$1,055,795	$6,404,733	$-709,923
2021	$771,852	$184,416	$7,114,784	$587,436
2020	$592,396	$232,085	$6,527,348	$360,311
2019	$696,656	$207,583	$6,167,037	$489,073
2018	$39,446	$228,975	$5,678,020	$-189,529

TAIWANESE-AMERICAN FOUNDATION OF SAN DIEGO