BUDDHIST WISDOM FOUNDATION (EIN 770377258) - 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

1992

Legal Domicile

Principal Officer

HO TZU YEN

Phone

4087471769

Tax Period

2024-07-01 to 2025-06-30

BUDDHIST WISDOM FOUNDATION, founded in 1992, is a small nonprofit that reported $196K in total revenue in fiscal year 2024. Revenue surged 188% from the prior year, signaling strong growth momentum. The organization ran a surplus of $166K, a strong 85% operating margin.

Mission

TO WORSHIP AND TO SPREAD THE BUDDHIST RELIGION AND PHILOSOPHY TO THE PUBLIC AND TO PROVIDE RELIGIOUS AND CULTURAL SERVICES.

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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 $1,150

Program Service Revenue $100

Investment Income $194,973

Other Revenue $0

TOTAL REVENUE $196,223

Expense Breakdown

Grants Paid $4,800

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $19,770

Other Expenses $25,483

TOTAL EXPENSES $30,283

Year-over-Year Comparison

	2024	2023	Change
Revenue	$196,223	$68,245	+1.9%
Expenses	$30,283	$45,876	-0.3%
Net Income	$165,940	$22,369	+6.4%

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

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

$545,546

Total Directors

$272,773

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HO TZU YEN	CEO/PRESIDENT	2.00	Officer Director	$0	$0	$272,773
SOPHIA YEN	CFO/TREASURER	0.10	Officer Director	$0	$0	$0
KELVIN YEN	DIRECTOR	0.10	Director	$0	$0	$0
YUNG TSAI YEN	SECRETARY	0.50	Officer	$0	$0	$272,773

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
2025	$196,223	$30,283	$2,016,168	$165,940
2024	$68,245	$45,876	$1,863,443	$22,369
2023	$2,466	$35,802	$1,596,457	$-33,336
2022	$5,306	$34,536	$1,390,166	$-29,230
2021	$109,635	$33,902	$1,548,615	$75,733

BUDDHIST WISDOM FOUNDATION