ISERVE FOUNDATION (EIN 811126107) - 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

2016

Legal Domicile

Principal Officer

KRIS YI

Phone

5627608544

Tax Period

2023-01-01 to 2023-12-31

ISERVE FOUNDATION, founded in 2016, is a micro nonprofit in the Religion sector that reported $94K in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $86K left a modest 9% surplus.

Mission

NON-PROFIT RELIGIOUS CORPORATION, WITH THE SPECIFIC PURPOSE OF CHRISTIAN COUNSELING, SCHOLARSHIP, AND MISSIONARY 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 (2023)

Revenue Breakdown

Contributions & Grants $63,475

Program Service Revenue $30,836

Investment Income $0

Other Revenue $0

TOTAL REVENUE $94,311

Expense Breakdown

Grants Paid $42,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $86,236

Other Expenses $44,036

TOTAL EXPENSES $86,236

Year-over-Year Comparison

	2023	2022	Change
Revenue	$94,311	$118,731	-0.2%
Expenses	$86,236	$122,980	-0.3%
Net Income	$8,075	$-4,249	-2.9%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH TAM	TREASURER	1.00	Officer	$0	$0	$0
ELAINE YI	SECRETARY	2.00	Officer	$0	$0	$0
KRIS YI	PRESIDENT	3.00	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	$94,311	$86,236	$26,464	$8,075
2022	$118,731	$122,980	$18,389	$-4,249
2021	$124,678	$125,787	$22,638	$-1,109
2020	$106,699	$94,817	$22,152	$11,882
2019	$109,839	$108,490	$10,270	$1,349
2018	$73,143	$71,920	$8,921	$1,223

ISERVE FOUNDATION