CASORO GROUP EDUCATION FOUNDATION

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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

YUEN YUNG

Phone

5127201430

Tax Period

2022-01-01 to 2022-12-31

CASORO GROUP EDUCATION FOUNDATION, founded in 2021, is a small nonprofit in the Education sector that reported $147K in total revenue in fiscal year 2022. The organization ran a surplus of $125K, a strong 85% operating margin.

Mission

CLOSING THE GENERATIONAL WEALTH GAP AND INCREASING DIVERSITY IN THE REAL ESTATE INDUSTRY THROUGH EDUCATION, EXPERIENCE, AND OPPORTUNITIES.

Program Service Accomplishments

Program 1

Expenses: $1,192

THE E4 APPROACH - EXPOSE, EDUCATE, EXPERIENCE, AND EARN: EXPOSE: CASORO GROUP EDUCATION FOUNDATION (CGEF) EXPOSES STUDENTS BY SPEAKING AT CAREER DAYS AND OTHER EVENTS. OUR GOAL IS TO EXPOSE STUDENTS EARLY THAT REAL ESTATE INVESTING AND ALL VARIOUS RELATED PROFESSIONS IS HOW MANY GENERATE WEALTH. IN ADDITION, WE PROVIDE HIGH SCHOOL GUIDANCE COUNSELORS WITH MATERIALS THEY NEED TO HELP THEIR INTERESTED STUDENTS IDENTIFY THE POST-SECONDARY SCHOOLS THAT PROVIDE THE REAL ESTATE INDUSTRY EDUCATION AND THE RIGHT CAREER PATH FOR THOSE WHO CHOSE IT. 305 STUDENTS WERE INTRODUCED TO REAL ESTATE CAREERS AND FIVE STUDENTS GAINED BASIC KNOWLEDGE ABOUT REAL ESTATE INVESTING.EDUCATE: CGEF EDUCATES BY FUNDING REAL ESTATE PROGRAMS IN POST-SECONDARY SCHOOLS LIKE HISTORICALLY BLACK COLLEGES AND UNIVERSITIES (HBCU). COURSEWORK CONCENTRATES IN ALL ASPECTS OF THE REAL ESTATE ENTERPRISE AND FACILITATES THE DEVELOPMENT OF REAL ESTATE PROFESSIONALS WITH SUPERB ANALYTICAL AND COMMUNICATION SKILLS. FIVE STUDENTS GAINED BASIC KNOWLEDGE ABOUT REAL ESTATE INVESTING.EXPERIENCE: BUSINESSES LOOK MORE FAVORABLY ON JOB CANDIDATES WITH PRIOR EXPERIENCE, WHICH MAKES THIS INCREASINGLY IMPORTANT FOR CGEF TO OFFER TO STUDENTS. STUDENTS GAIN VALUABLE, HANDS-ON EXPERIENCE THROUGH INTERNSHIPS AND BENEFIT FROM THE WISDOM OF MENTORS. THREE REAL ESTATE STUDENTS WERE GIVEN THE OPPORTUNITY TO START BUILDING THEIR NETWORK OF INDUSTRY PROFESSIONALS.EARN: GRADUATES ARE BETTER POSITIONED FOR JOB PLACEMENTS AND INCREASED EARNINGS WITH THE KNOWLEDGE, EXPERIENCE, AND RELATIONSHIPS THEY GAIN THROUGH THE EFFORTS OF CGEF. START-UP SUPPORT AND GUIDANCE IS AVAILABLE FROM CGEF FOR GRADUATES WHO ARE ENTREPRENEURS AND WANT TO START THEIR OWN REAL ESTATE INDUSTRY-RELATED BUSINESSES.

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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 $140,431

Program Service Revenue $0

Investment Income $0

Other Revenue $6,391

TOTAL REVENUE $146,822

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $620

Program Expenses $1,192

Other Expenses $22,098

TOTAL EXPENSES $22,098

Year-over-Year Comparison

	2022	2021	Change
Revenue	$146,822	N/A	N/A
Expenses	$22,098	N/A	N/A
Net Income	$124,724	N/A	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

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
YUEN YUNG	PRESIDENT / DIRECTOR	1.20	Officer Director	$0	$0	$0
JESSICA LEE-WEN	SECRETARY / DIRECTOR	3.80	Officer Director	$0	$0	$0
NALIE LEE-WEN	TREASURER / DIRECTOR	0.10	Officer Director	$0	$0	$0
JESSICA CHEN	DIRECTOR	0.50	Director	$0	$0	$0
MONTE LEE-WEN	DIRECTOR	0.10	Director	$0	$0	$0
MINH TRAN	DIRECTOR	0.10	Director	$0	$0	$0
FAYE DEDRICK	DIRECTOR	0.10	Director	$0	$0	$0
SEAN TATE	DIRECTOR	0.10	Director	$0	$0	$0
CHARLES BOTCHWAY	DIRECTOR	0.10	Director	$0	$0	$0
CHIRAG HATHIRAMANI	DIRECTOR	0.10	Director	$0	$0	$0
CONNOR LEE-WEN	DIRECTOR	0.10	Director	$0	$0	$0
DERITH M JARVIS	DIRECTOR	0.10	Director	$0	$0	$0
EDDIE RODRIGUEZ	DIRECTOR	0.10	Director	$0	$0	$0
PATRICK DENDY	DIRECTOR	0.10	Director	$0	$0	$0
QUAN COSBY	DIRECTOR	0.10	Director	$0	$0	$0
SANCIA DALLEY	DIRECTOR	0.10	Director	$0	$0	$0
SANJAY NASTA	DIRECTOR	0.10	Director	$0	$0	$0
SHARAD MUDHOL	DIRECTOR	0.10	Director	$0	$0	$0
TOMMIE HAYWOOD	DIRECTOR	0.10	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
2022	$146,822	$22,098	$169,257	$124,724