CGM Oneness Charitable Foundation (EIN 813541477) - 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

Peichin Lee

Phone

6269138939

Tax Period

2018-01-01 to 2018-12-31

CGM Oneness Charitable Foundation, founded in 2016, is a micro nonprofit that reported $12K in total revenue in fiscal year 2018. Revenue fell 95% from the prior year — a significant decline worth monitoring. Expenses of $192K exceeded revenue, resulting in a 1474% operating deficit.

Mission

Currently, the corporation runs health and wellness workshops aimed at improving health and happiness in the greater los angeles and orange county areas. In the Future these workshops will expand to include topics such as environmental health, cultural awareness, civic duty, and community welfare. Also, the corporation will provide funds to organizations that improve health, happiness, environmental sustainability, and community welfare.

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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 (2018)

Revenue Breakdown

Contributions & Grants $12,000

Program Service Revenue $0

Investment Income $216

Other Revenue $0

TOTAL REVENUE $12,216

Expense Breakdown

Grants Paid $147,026

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $192,259

Other Expenses $45,233

TOTAL EXPENSES $192,259

Year-over-Year Comparison

	2018	2017	Change
Revenue	$12,216	$240,014	-0.9%
Expenses	$192,259	$59,971	+2.2%
Net Income	$-180,043	$180,043	-2.0%

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
Peichin Lee	President	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
2018	$12,216	$192,259	No data	$-180,043

CGM Oneness Charitable Foundation