ONE GREAT TAO CULTURE AND EDUCATION ASSOCIATION (EIN 863690543) - 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

2021

Legal Domicile

Principal Officer

JAMES TU

Phone

9498928947

Tax Period

2024-01-01 to 2024-12-31

ONE GREAT TAO CULTURE AND EDUCATION ASSOCIATION, founded in 2021, is a small nonprofit in the Community Improvement sector that reported $186K in total revenue in fiscal year 2024. Revenue surged 636% from the prior year, signaling strong growth momentum. The organization ran a surplus of $147K, a strong 79% operating margin.

Mission

THE PURPOSE OF ONE GREAT TAO CULTURE AND EDUCATION ASSOCIATION IS TO MAKE THE WORLD A BETTER PLACE FOR ALL THROUGH THE STUDIES OF ANCIENT CHINESE CULTURE, CLASSICAL LITERATURE, AND THE WAY OF TAO TO INSPIRE AND PROMOTE UNDERSTANDING, INCLUSION, RESPECT, COMPASSION, PEACE, EQUITY, AND HARMONY FOR ALL.

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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 (2024)

Revenue Breakdown

Contributions & Grants $182,193

Program Service Revenue $0

Investment Income $439

Other Revenue $3,779

TOTAL REVENUE $186,411

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $24,408

Other Expenses $37,610

TOTAL EXPENSES $39,610

Year-over-Year Comparison

	2024	2023	Change
Revenue	$186,411	$25,314	+6.4%
Expenses	$39,610	$32,565	+0.2%
Net Income	$146,801	$-7,251	-21.2%

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
JAMES TU	PRESIDENT	20.00	Officer Director	$0	$0	$0
MARVELEE CHEN	SECRETARY	10.00	Officer Director	$0	$0	$0
MELANIE TU	TREASURER	10.00	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	$186,411	$39,610	$535,997	$146,801
2023	$25,314	$32,565	$389,196	$-7,251
2022	$8,721	$15,972	$396,447	$-7,251
2021	$429,345	$25,647	$403,698	$403,698

ONE GREAT TAO CULTURE AND EDUCATION ASSOCIATION