Fiona Chen 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

2022

Legal Domicile

Principal Officer

Fiona Chen

Phone

3478866347

Tax Period

2022-01-01 to 2022-12-31

Fiona Chen Foundation, founded in 2022, is a micro nonprofit in the Education sector that reported $4K in total revenue in fiscal year 2022. Revenue surged 24% from the prior year, signaling strong growth momentum.

Mission

Provide scholarships to students and help them cover their educational expenses.

Program Service Accomplishments

Program 1

Expenses: $1,000 Revenue: $0

The scholarships we currently provide and will provide in the future will be focused on covering educational costs, i.e., tuition, textbooks, educational materials. Currently, we only have one...

The scholarships we currently provide and will provide in the future will be focused on covering educational costs, i.e., tuition, textbooks, educational materials. Currently, we only have one scholarship ($500 per person for up to two recipients). We intend to increase the number of scholarships over time. Our current scholarship (The Lotus Scholarship) is dedicated for those coming from a low-income background, who are BIPOC, and/or who were raised in a single parent household. Future scholarships will expand to include those who have demonstrated a passion in at least one area related to the 17 U.N. Sustainability Development Goals (SDGs). The scholarship program is publicized via Bold.org. The funds go directly to the school who then issues the scholarship/grant to the student's account.

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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 $3,708

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,708

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,000

Other Expenses $2,608

TOTAL EXPENSES $3,608

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,708	$3,000	+0.2%
Expenses	$3,608	$3,000	+0.2%
Net Income	$100	$0	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
Fiona Chen	President	2	Director	$0	$0	$0
Brenda Lau	Director	0.5	Director	$0	$0	$0
Cassidy Chen	Director	0.5	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	$3,708	$3,608	$100	$100