VISWISE ACADEMY INC

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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

2022

Legal Domicile

Principal Officer

Xiaohong Huang

Phone

9148267668

Tax Period

2022-01-01 to 2022-12-31

VISWISE ACADEMY INC, founded in 2022, is a small nonprofit in the Education sector that reported $609K in total revenue in fiscal year 2022. Expenses of $587K left a modest 4% surplus.

Mission

Founded in New York, Viswise Academy is a 501(c)(3) non-profits educational organization. And committed to bringing the best quality financial, investment, communication, leadership and career training into the classrooms of K12 students and adults in the most simple and understandable teaching methods.

Program Service Accomplishments

Program 1

Expenses: $343,810 Revenue: $350,000

The organization developed a full curriculum for personal finance and youth investment. It provided online coaching and teaching for different age groups. There were over 100 student online and...

The organization developed a full curriculum for personal finance and youth investment. It provided online coaching and teaching for different age groups. There were over 100 student online and taking classes. There are about more than 10 teams who joined the Wharton Global High School Investment Competition. There were six thousand teams globally and our two teams of our students broke into top 50 and 1 team won the global champion. Our students initialized a lot of free financing and investment classes at their local schools to spread knowledge which had a significant social impact. More students from middle school and high school are increasing their awareness for budgeting and finance which help them manage their money and personal finance for their life.

Program 2

Expenses: $172,300 Revenue: $182,000

Youth Innovation and Entrepreneurship Boot Camp. Viswise Academy also launched this camp over the summer at a local high school in New York State. It attracted more than 100 middle school & high...

Youth Innovation and Entrepreneurship Boot Camp. Viswise Academy also launched this camp over the summer at a local high school in New York State. It attracted more than 100 middle school & high school students. Our summer camp is designed to provide a dynamic and immersive learning experience. We offer a diverse range of workshops and speakers, covering everything from personal finance to business strategy, led by professionals from a variety of industries. Through hands-on team projects and challenges, teens will develop valuable leadership and problem-solving skills. On the final day of camp, teens will have the opportunity to pitch an original, viable business idea to a panel of investors and executives, who will provide feedback and guidance. Throughout the program, our staff provides a supportive and safe environment, while also encouraging autonomy and independence among participants.

Program 3

Expenses: $70,878 Revenue: $76,724

Career development & Leadership Coaching Workshops. We invite many speakers and coaches which provided one to one interactions.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $608,724

Investment Income $0

Other Revenue $0

TOTAL REVENUE $608,724

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $586,988

Other Expenses $586,988

TOTAL EXPENSES $586,988

Year-over-Year Comparison

	2022	2021	Change
Revenue	$608,724	N/A	N/A
Expenses	$586,988	N/A	N/A
Net Income	$21,736	$0	N/A

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

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
Xiaohong Huang	Board Chairman	10	Director	$0	$0	$0
Allison Zhao	Board Member	1	Officer	$0	$0	$0
Rachel Yang	Secretary	2	Officer	$0	$0	$0
Monica Orellana	Chief Financial Officer	2	Officer	$0	$0	$0
Chris Yao	President	2	Key Emp	$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
2022	$608,724	$586,988	$26,461	$21,736