CASORO GROUP EDUCATION FOUNDATION (EIN 863920689) - 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

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

THE SPECIFIC PURPOSE OF CASORO GROUP EDUCATION FOUNDATION IS TO PROMOTE AND ENCOURAGE CHARITABLE AND EDUCATIONAL ACTIVITIES AND EXPERIENCE IN THE COMMERCIAL REAL ESTATE INDUSTRY TO STUDENTS IN UNDERSERVED AND UNDERREPRESENTED COMMUNITIES.

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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

CASORO GROUP EDUCATION FOUNDATION