MISSION WEST FOUNDATION (EIN 461676307) - 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

2013

Legal Domicile

Principal Officer

MICHELLE WU

Phone

9492087988

Tax Period

2020-01-01 to 2020-12-31

MISSION WEST FOUNDATION, founded in 2013, is a community nonprofit in the Religion sector that reported $2.1M in total revenue in fiscal year 2020. Revenue surged 2884% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.9M, a strong 90% operating margin.

Mission

STUDY AND PROMOTION OF BUDDHISM. TO ASSEMBLE A PLACE TO GATHER, WORSHIP AND STUDY BUDDHISM. TO ARRANGE AND ORGANIZE EVENTS TO PROMOTE BUDDHISM.

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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 (2020)

Revenue Breakdown

Contributions & Grants $2,000,200

Program Service Revenue $0

Investment Income $137,627

Other Revenue $0

TOTAL REVENUE $2,137,827

Expense Breakdown

Grants Paid $142,350

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $142,350

Other Expenses $73,007

TOTAL EXPENSES $215,357

Year-over-Year Comparison

	2020	2019	Change
Revenue	$2,137,827	$71,644	+28.8%
Expenses	$215,357	$65,734	+2.3%
Net Income	$1,922,470	$5,910	+324.3%

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

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
MICHELLE WU	PRESIDENT & CEO	2.00	Officer Director	$0	$0	$0
VICTOR WU	CFO	2.00	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
2020	$2,137,827	$215,357	$2,448,701	$1,922,470
2019	$71,644	$65,734	$526,231	$5,910
2018	$-175,486	$131,055	$520,321	$-306,541

MISSION WEST FOUNDATION