CHARLESSON FOUNDATION

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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

JIAN-XING MA

Phone

4052502084

Tax Period

2023-01-01 to 2023-12-31

CHARLESSON FOUNDATION, founded in 2016, is a small nonprofit in the Medical Research sector that reported $862K in total revenue in fiscal year 2023. Revenue surged 401% from the prior year, signaling strong growth momentum. The organization ran a surplus of $760K, a strong 88% operating margin.

Mission

THIS FOUNDATION WAS CREATED TO PROVIDE FINANCIAL ASSISTANCE FOR SCIENTIFIC RESEARCH WHICH WILL INCLUDE, BUT NOT LIMITED TO, MEDICAL RESEARCH, LITERARY AND EDUCATIONAL PURPOSES.

Program Service Accomplishments

Program 1

Expenses: $101,778

TO PROVIDE FINANCIAL ASSISTANCE FOR SCIENTIFIC RESEARCH WHICH WILL INCLUDE, BUT NOT LIMITED TO, MEDICAL RESEARCH, LITERARY AND EDUCATIONAL PURPOSES.

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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 $750,000

Program Service Revenue $0

Investment Income $111,528

Other Revenue $0

TOTAL REVENUE $861,528

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $101,778

Other Expenses $51,778

TOTAL EXPENSES $101,778

Year-over-Year Comparison

	2023	2022	Change
Revenue	$861,528	$171,861	+4.0%
Expenses	$101,778	$74,658	+0.4%
Net Income	$759,750	$97,203	+6.8%

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

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
JIAN-XING MA	PRESIDENT	2.00	Director	$0	$0	$0
YANG FENG	VICE PRESIDENT	4.00	Director	$0	$0	$0
SYMON MA	BOARD OF DIRECTOR	1.00	Director	$0	$0	$0
BLAINE R STANSEL	MANAGER	1.00	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	$861,528	$101,778	$4,673,408	$759,750
2022	$171,861	$74,658	$3,545,819	$97,203
2021	$991,350	$109,758	$4,238,672	$881,592
2020	$416,002	$43,750	$3,250,432	$372,252
2019	$142,180	$45,249	$2,527,097	$96,931
2018	$869,143	$28,013	$2,420,961	$841,130