TAIWANESE HERITAGE SOCIETY OF HOUSTON (EIN 760313057) - 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

1988

Legal Domicile

Principal Officer

LAUREN WANG

Phone

7132715885

Tax Period

2023-01-01 to 2023-12-31

TAIWANESE HERITAGE SOCIETY OF HOUSTON, founded in 1988, is a small nonprofit in the Arts, Culture & Humanities sector that reported $214K in total revenue in fiscal year 2023. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $35K, a strong 17% operating margin.

Mission

1. PROVIDE COMMUNITY SERVICES TO THE GREATER HOUSTON AREA. 2. FORSTER EDUCATION OF TAIWANESE CULTURE AND HERITAGE. 3. PROVIDE PUBLIC UNDERSTANDING OF TAIWANESE CULTURE AND HERITAGE. 4. PROVIDE COMMUNITY SERVICE.

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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 $147,562

Program Service Revenue $59,172

Investment Income $3,259

Other Revenue $4,084

TOTAL REVENUE $214,077

Expense Breakdown

Grants Paid $0

Salaries & Benefits $37,962

Fundraising Expenses $0

Program Expenses $44,061

Other Expenses $140,657

TOTAL EXPENSES $178,619

Year-over-Year Comparison

	2023	2022	Change
Revenue	$214,077	$141,067	+0.5%
Expenses	$178,619	$150,131	+0.2%
Net Income	$35,458	$-9,064	-4.9%

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

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
EVELYN HSU	CHAIR	015.00	Officer Director	$0	$0	$0
JAMES HWANG	VICE CHAIR	010.00	Officer Director	$0	$0	$0
KAI-CHIEN YANG	SECRETARY	015.00	Officer Director	$0	$0	$0
KAI-PING WANG	HTSLC CHAIR	015.00	Director	$0	$0	$0
GIN-RU LEE	CULTURAL COMMUNITY SERVICE COORDINATOR	015.00	Director	$0	$0	$0
JOHN CHIEU	TCC DIRECTOR	015.00	Director	$0	$0	$0
JACK WANG	TAA DIRECTOR	010.00	Director	$0	$0	$0
JERRY HSU	PROGRAM DIRECTOR	015.00	Director	$0	$0	$0
LAUREN WANG	TREASURER	015.00	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	$214,077	$178,619	$1,229,558	$35,458
2022	$141,067	$150,131	$1,193,709	$-9,064
2021	$171,098	$125,997	$1,203,135	$45,101
2020	$124,709	$138,194	$1,147,358	$-13,485
2019	$221,302	$178,264	$1,160,842	$43,038
2018	$157,500	$179,302	$1,117,804	$-21,802

TAIWANESE HERITAGE SOCIETY OF HOUSTON