NATIONAL TAIWAN UNIV SCHL OF PHARM ALUMNI ASSOC IN NORTH AMER INC (EIN 521227868) - 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

1981

Legal Domicile

Principal Officer

Tak Yee Lee

Tax Period

2024-01-01 to 2024-12-31

NATIONAL TAIWAN UNIV SCHL OF PHARM ALUMNI ASSOC IN NORTH AMER INC, founded in 1981, is a small nonprofit that reported $107K in total revenue in fiscal year 2024. Revenue fell 85% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $28K, a strong 26% operating margin.

Mission

NTUSPAA-NA strives to promote alumni networking as well as pharmacy and biomedical science and education.

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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 $54,037

Program Service Revenue $0

Investment Income $52,505

Other Revenue $0

TOTAL REVENUE $106,542

Expense Breakdown

Grants Paid $71,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $71,090

Other Expenses $7,976

TOTAL EXPENSES $78,976

Year-over-Year Comparison

	2024	2023	Change
Revenue	$106,542	$696,962	-0.8%
Expenses	$78,976	$238,098	-0.7%
Net Income	$27,566	$458,864	-0.9%

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

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
Jane Hsiao	Director	1	Director	$0	$0	$0
Jinn Wu	Director	1	Director	$0	$0	$0
Larry Hsu	Director	1	Director	$0	$0	$0
Li-Chun Wang	Director	1	Director	$0	$0	$0
Diane Tang-Liu	Director	1	Director	$0	$0	$0
Tak Yee Lee	President	5	Officer Director	$0	$0	$0
Jane Yang	Treasurer	5	Officer Director	$0	$0	$0
Jue Chen Liu	Secretary	5	Officer Director	$0	$0	$0
Jamie Tsung	Director	1	Director	$0	$0	$0
Chenyu Hung	Director	1	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	$106,542	$78,976	$1,266,668	$27,566
2023	$696,962	$238,098	$1,239,102	$458,864
2022	$1,704,892	$1,702,292	$780,238	$2,600
2021	$702,875	$657,147	$777,638	$45,728
2020	$1,879,602	$2,867,441	$731,910	$-987,839

NATIONAL TAIWAN UNIV SCHL OF PHARM ALUMNI ASSOC IN NORTH AMER INC