THE KUO SCHOLARSHIP CHARITABLE TRU… - Form 990 Financial Data

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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

RAYMOND KUO

Phone

9493347586

Tax Period

2025-01-01 to 2025-12-31

THE KUO SCHOLARSHIP CHARITABLE TRUST, founded in 2021, is a micro nonprofit in the Education sector that reported $43K in total revenue in fiscal year 2025. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $42K, a strong 96% operating margin.

Mission

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

Program Service Accomplishments

Program 1

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%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $43,102

Other Revenue $0

TOTAL REVENUE $43,102

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,525

TOTAL EXPENSES $1,525

Year-over-Year Comparison

	2025	2024	Change
Revenue	$43,102	$51,220	-0.2%
Expenses	$1,525	$1,709	-0.1%
Net Income	$41,577	$49,511	-0.2%

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
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
2025	$43,102	$1,525	$1,134,373	$41,577
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

THE KUO SCHOLARSHIP CHARITABLE TRUST