THE MITCHELL CHANG FOUNDATION (EIN 825209603) - 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

APRIL CHANG

Phone

2103103342

Tax Period

2023-01-01 to 2023-12-31

THE MITCHELL CHANG FOUNDATION, founded in 2018, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $575K in total revenue in fiscal year 2023. Revenue surged 77% from the prior year, signaling strong growth momentum. The organization ran a surplus of $494K, a strong 86% operating margin.

Mission

THE MITCHELL CHANG FOUNDATION HONORS THE MEMORY OF THE SON OF APRIL CHANG AND DR. KUANG-YU CHANG, WHO DIED AT AGE THREE. THE FOUNDATION'S MISSION IS TO BENEFIT COMMNUNITY FAMILIES IN MITCHELL'S HONOR.

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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 $574,846

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $574,846

Expense Breakdown

Grants Paid $6,250

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $80,436

Other Expenses $74,186

TOTAL EXPENSES $80,436

Year-over-Year Comparison

	2023	2022	Change
Revenue	$574,846	$324,759	+0.8%
Expenses	$80,436	$974,498	-0.9%
Net Income	$494,410	$-649,739	-1.8%

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

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
APRIL CHANG	VP & EXECUTI	40.00	Officer Director	$0	$0	$0
DR KUANG-YU CHANG	PRESIDENT	3.00	Officer Director	$0	$0	$0
MARCY ROSEN	TREASURER	1.00	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	$574,846	$80,436	$2,016,290	$494,410
2022	$324,759	$974,498	$63,265	$-649,739
2021	$323,877	$50,291	$413,223	$273,586
2020	$194,823	$217,476	$141,446	$-22,653
2019	$86,297	$96,463	$162,072	$-10,166
2018	$266,846	$94,608	$172,238	$172,238

THE MITCHELL CHANG FOUNDATION