THE KUO SCHOLARSHIP CHARITABLE TRUST

EIN: 866382915 501(c)(3) Education

LAGUNA NIGUEL, CA

Total Revenue
$51,220
Total Expenses
$1,709
Total Assets
$1,092,796
Net Assets
$1,092,796
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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
CA
Principal Officer
RAYMOND KUO
Phone
9493347586
Tax Period
2024-01-01 to 2024-12-31

THE KUO SCHOLARSHIP CHARITABLE TRUST, founded in 2021, is a micro nonprofit in the Education sector that reported $51K in total revenue in fiscal year 2024. The organization ran a surplus of $50K, a strong 97% operating margin.

Mission

THE ORGANIZATION IDENTIFIES AND AWARDS GRANTS TO STUDENTS IN THE FIELDS OF CHEMICAL, ENERGY, AND ENVIRONMENTAL ENGINEERING.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $51,220
Other Revenue $0
TOTAL REVENUE $51,220

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $1,709
TOTAL EXPENSES $1,709

Year-over-Year Comparison

2024 2023 Change
Revenue $51,220 $47,618 +0.1%
Expenses $1,709 $3,458 -0.5%
Net Income $49,511 $44,160 +0.1%
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

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Governance

Voting Members
3
Independent Members
3
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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RAYMOND KUO President 1.00
Officer Director
$0 $0 $0
INGRID CHEN Treasurer 1.00
Officer Director
$0 $0 $0
JANE LIN Secretary 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 $51,220 $1,709 $1,092,796 $49,511
2023 $47,618 $3,458 $1,043,285 $44,160
2022 $999,475 $350 $999,125 $999,125
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