SGLJ FOUNDATION (EIN 421663078) - 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

2004

Legal Domicile

Phone

6265129532

Tax Period

2024-01-01 to 2024-12-31

SGLJ FOUNDATION, founded in 2004, is a micro nonprofit in the Education sector that reported $54K in total revenue in fiscal year 2024. Revenue surged 125% from the prior year, signaling strong growth momentum. The organization ran a surplus of $45K, a strong 84% operating margin.

Mission

IMPLEMENT SCHOLARSHIP PROGRAM TO QUALIFIED STUDENTS TO ATTEND SCHOOLS

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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 $54,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $54,000

Expense Breakdown

Grants Paid $7,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,500

Other Expenses $1,306

TOTAL EXPENSES $8,806

Year-over-Year Comparison

	2024	2023	Change
Revenue	$54,000	$24,000	+1.3%
Expenses	$8,806	$8,188	+0.1%
Net Income	$45,194	$15,812	+1.9%

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

N/A

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
IVY SUN	President	1.00	Officer	$0	$0	$0
CATHERINE K SHEN	CFO	1.00	Officer	$0	$0	$0
JENNIFER SUN	Secretary	1.00	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
2025	No data	No data	No data	No data
2024	$54,000	$8,806	$102,133	$45,194
2023	$24,000	$8,188	$56,939	$15,812
2022	$14,000	$14,245	$41,127	$-245
2020	$24,000	$11,240	$65,392	$12,760
2019	$23,000	$9,265	$52,632	$13,735
2018	$34,652	$2,620	$38,897	$32,032

SGLJ FOUNDATION