TAIWANESE AMERICAN SCHOLARSHIP FUND (EIN 474462473) - 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

CHUN YEN CHEN

Phone

6262311612

Tax Period

2023-01-01 to 2023-12-31

TAIWANESE AMERICAN SCHOLARSHIP FUND, founded in 2015, is a small nonprofit in the Education sector that reported $355K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $108K, a strong 31% operating margin.

Mission

The purposes of this corporation are to increase access to higher education for Taiwanese American, secure and provide funds for scholarships for economically-challenged Taiwanese American youth, and advance the educational and academic status of Taiwanese American.

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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 $333,724

Program Service Revenue $0

Investment Income $21,142

Other Revenue $0

TOTAL REVENUE $354,866

Expense Breakdown

Grants Paid $225,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $230,428

Other Expenses $21,420

TOTAL EXPENSES $246,420

Year-over-Year Comparison

	2023	2022	Change
Revenue	$354,866	$381,298	-0.1%
Expenses	$246,420	$235,141	+0.0%
Net Income	$108,446	$146,157	-0.3%

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

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
CHUNG HSIEO YU	Director	5.00	Director	$0	$0	$0
PATTY CHAO	Director	5.00	Director	$0	$0	$0
Howard Zee	Director	5.00	Director	$0	$0	$0
SHAWN CHOU	President & CEO	5.00	Officer	$0	$0	$0
CHUN YEN CHEN	Treasurer	5.00	Officer	$0	$0	$0
PAUL CHEN	Secretary	5.00	Officer	$0	$0	$0
Chris Chang Dumortier	Vice President	5.00	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
2024	No data	No data	No data	No data
2023	$354,866	$246,420	$1,553,300	$108,446
2022	$381,298	$235,141	$1,236,174	$146,157
2021	$531,274	$282,329	$1,329,986	$248,945
2020	$758,094	$283,260	$942,232	$474,834
2019	$264,732	$171,986	$464,975	$92,746
2018	$272,389	$174,230	$323,854	$98,159

TAIWANESE AMERICAN SCHOLARSHIP FUND