WISE ZHAO FUNDS (EIN 920609921) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2022

Legal Domicile

Principal Officer

JINXIANG FENG

Phone

4692168889

Tax Period

2024-01-01 to 2024-12-31

WISE ZHAO FUNDS, founded in 2022, is a small nonprofit in the Arts, Culture & Humanities sector that reported $174K in total revenue in fiscal year 2024. The organization ran a surplus of $155K, a strong 89% operating margin.

Mission

TO HELP THE DEVELOPMENT OF CULTURE, FITNESS AND LEISURE IN RURAL AREAS NEAR DALLAS, TO PROMOTE EDUCATION AND CULTURAL EXCHANGES IN RURAL AREAS OF CHINA AND THE UNITED STATES, TO HELP PEOPLE IN RURAL AREAS OF JIAOZUO, HENAN, CHINA, TO EXCHANGE EDUCATION ON HUMANITIES, DEMOCRACY, AND UNIVERSAL VALUE

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $174,288

Other Revenue $0

TOTAL REVENUE $174,288

Expense Breakdown

Grants Paid $3,088

Salaries & Benefits $15,782

Fundraising Expenses $0

Program Expenses $3,088

Other Expenses $450

TOTAL EXPENSES $19,320

Year-over-Year Comparison

	2024	2023	Change
Revenue	$174,288	N/A	N/A
Expenses	$19,320	$35,480	-0.5%
Net Income	$154,968	$-35,480	-5.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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
JINXIANG FENG	VICE PRESIDE	4.00	Director	$0	$0	$0
SHUANGCHENG ZHAO	PRESIDENT	4.00	Director	$0	$0	$0
DI ZHAO	SECRETARY	2.00	Officer	$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	$174,288	$19,320	$1,119,517	$154,968
2023	No data	$35,480	$964,549	No data
2022	$1,000,029	No data	$1,000,029	No data

WISE ZHAO FUNDS