TAO AND ZEN SOCIETY OF USA

EIN: 475194733 501(c)(3) Religion

CUPERTINO, CA

Total Revenue
$735,902
Total Expenses
$19,960
Total Assets
$1,778,536
Net Assets
$1,778,536
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2015
Legal Domicile
CA
Principal Officer
CHAO-CHUAN CHEN
Phone
4083487532
Tax Period
2023-09-01 to 2024-08-31

TAO AND ZEN SOCIETY OF USA, founded in 2015, is a small nonprofit in the Religion sector that reported $736K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $716K, a strong 97% operating margin.

Mission

Main purposes are teaching basic concept of Taoism, spread awarensese of mdiation, and gain a healthy life in body, mind and spirit.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $735,837
Program Service Revenue $0
Investment Income $65
Other Revenue $0
TOTAL REVENUE $735,902

Expense Breakdown

Grants Paid $17,500
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $19,160
Other Expenses $2,460
TOTAL EXPENSES $19,960

Year-over-Year Comparison

2023 2022 Change
Revenue $735,902 $561,716 +0.3%
Expenses $19,960 $30,220 -0.3%
Net Income $715,942 $531,496 +0.3%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
2
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
2
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JANICE YEH CEO 0.10
Officer
$0 $0 $0
CHAO-CHUAN CHEN CFO 0.10
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 $735,902 $19,960 $1,778,536 $715,942
2023 $561,716 $30,220 $1,062,594 $531,496
2022 $108,525 $35,944 $531,097 $72,581
2019 $270,856 $135,217 $434,783 $135,639
2018 $249,065 $26,668 $299,144 $222,397
Explore More Nonprofits
→Top 100 Nonprofits in California →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare TAO AND ZEN SOCIETY OF USA with other nonprofits in California and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.