WHITE LOTUS PHILANTHROPY LTD (EIN 823953939) - 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

2018

Legal Domicile

Principal Officer

CUI HUA ZHANG

Phone

6466918075

Tax Period

2023-01-01 to 2023-12-31

WHITE LOTUS PHILANTHROPY LTD, founded in 2018, is a small nonprofit in the Religion sector that reported $676K in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $446K, a strong 66% operating margin.

Mission

The Organization was established to spread Buddhist teachings through community outreach programs such as Buddhist classes, food events, caring for the environment campaigns, offer spiritual guidance, meditation and activities to enhance peace and harmony, fundraising for Buddhist activities, support Buddhist dharma activities such as religious ceremonies, support Buddhist monks and nuns living expenses and approve and grant funds to other non-profit religious organizations in foreign counties that have similar Buddhist purposes and activities.

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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 $673,426

Program Service Revenue $0

Investment Income $2,623

Other Revenue $0

TOTAL REVENUE $676,049

Expense Breakdown

Grants Paid $200,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $209,755

Other Expenses $30,417

TOTAL EXPENSES $230,417

Year-over-Year Comparison

	2023	2022	Change
Revenue	$676,049	$534,293	+0.3%
Expenses	$230,417	$510,872	-0.5%
Net Income	$445,632	$23,421	+18.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CUI HUA ZHANG	President	2.00	Officer Director	$0	$0	$0
SHERY KJ FAN	Treasurer	2.00	Officer Director	$0	$0	$0
CHIA-YING LEE	Secretary	2.00	Officer 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	$676,049	$230,417	$1,460,257	$445,632
2022	$534,293	$510,872	$1,007,825	$23,421
2021	$922,936	$454,202	$983,404	$468,734
2020	$580,347	$363,254	$513,970	$217,093
2019	$179,941	$416,524	$296,577	$-236,583

WHITE LOTUS PHILANTHROPY LTD