Bliss & Wisdom Charitable Organization

EIN: 821050517 501(c)(3) International Affairs

Pomona, CA

Total Revenue
$1,019,471
Total Expenses
$958,900
Total Assets
$766,336
Net Assets
$725,990
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2017
Legal Domicile
CA
Principal Officer
Chuen-Ling Hwang
Phone
9095956545
Tax Period
2023-01-01 to 2023-12-31

Bliss & Wisdom Charitable Organization, founded in 2017, is a community nonprofit in the International Affairs sector that reported $1.0M in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. Expenses of $959K left a modest 6% surplus.

Mission

Encourage the pursuit of happiness and improve quality of life by providing moral and character education throughout different stages in life. Materials used may include but not limited to Buddhism, and eastern and western philosophies. Promote healthy and harmonious living among humans, animals and nature by raising awareness and taking actions to protect lives and the natural environment. Engender benevolent goodwill and altruism by engaging the community to help those who are suffering or in need. Bring virtue and warmth by ways of cultural and artistic creations to make this world beautiful.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $806,730
Program Service Revenue $208,508
Investment Income $1,987
Other Revenue $2,246
TOTAL REVENUE $1,019,471

Expense Breakdown

Grants Paid $8,200
Salaries & Benefits $276,040
Fundraising Expenses $0
Program Expenses $906,727
Other Expenses $674,660
TOTAL EXPENSES $958,900

Year-over-Year Comparison

2023 2022 Change
Revenue $1,019,471 $747,898 +0.4%
Expenses $958,900 $747,712 +0.3%
Net Income $60,571 $186 +324.7%
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

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Liquidity & Cash Position

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Governance

Voting Members
5
Independent Members
N/A
Employees
20
Volunteers
200

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
2
$58,788
Total Directors
4
$58,788
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Young Sen Lin President & CEO 40.00
Officer Director
$34,108 $0 $34,108
Theresa Shu Li CFO 40.00
Officer Director
$24,680 $0 $24,680
Benny Wong CEO 10.00
Director
$0 $0 $0
Chuen-Ling Hwang Treasurer/Sec 10.00
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 $1,019,471 $958,900 $766,336 $60,571
2022 $747,898 $747,712 $702,822 $186
2021 $918,922 $534,343 $719,279 $384,579
2020 $589,030 $514,584 $357,387 $74,446
2019 $611,262 $627,382 $264,269 $-16,120
2018 $616,837 $568,492 $276,204 $48,345
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