BODHI DHARMA MONASTERY (EIN 474018635) - 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

2015

Legal Domicile

Principal Officer

MINJUN ZHU

Phone

4252082575

Tax Period

2023-01-01 to 2023-12-31

BODHI DHARMA MONASTERY, founded in 2015, is a micro nonprofit that reported $3K in total revenue in fiscal year 2023. Revenue surged 407% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2K, a strong 74% operating margin.

Mission

TO PRACTICE, TEACH AND SHARE THE DHARMA

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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 $0

Program Service Revenue $0

Investment Income $3,088

Other Revenue $0

TOTAL REVENUE $3,088

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $795

TOTAL EXPENSES $795

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,088	$609	+4.1%
Expenses	$795	$731,419	-1.0%
Net Income	$2,293	$-730,810	-1.0%

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
QIAN LI	SECRETARY	1.00	Officer Director	$0	$0	$0
RUI MA	PRESIDENT	1.00	Officer Director	$0	$0	$0
MINJUN ZHU	TREASURER	1.00	Officer Director	$0	$0	$0
CHUNG YU SUE	DEPUTY DIRECTOR	1.00	Officer Director	$0	$0	$0
AI HUA TAN	ASST TREASURER	1.00	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
2024	No data	No data	No data	No data
2023	$3,088	$795	$352,891	$2,293
2022	$609	$731,419	$350,598	$-730,810
2021	$282	$1,450	$1,081,408	$-1,168
2020	No data	$5,225	$835,664	No data
2019	No data	$3,955	$840,889	No data
2018	$77,210	$4,259	$844,845	$72,951

BODHI DHARMA MONASTERY