FA YUAN FOUNDATION

🔒

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

2023

Legal Domicile

Principal Officer

Grace Lee

Phone

8185995888

Tax Period

2023-02-27 to 2023-12-31

FA YUAN FOUNDATION, founded in 2023, is a small nonprofit in the Religion sector that reported $221K in total revenue in fiscal year 2023. The organization ran a surplus of $207K, a strong 94% operating margin.

Mission

The Fa Yuan Foundation's mission is to promote charity, spiritual growth, mindfulness, and peace. Its main activities include meditation retreats, Buddhist study, yoga, and fostering mindfulness. The foundation also helps relieve poverty, supports community harmony, and reduces government burdens.

Program Service Accomplishments

Program 1

Expenses: $2,000 Revenue: $24,875

Buddhist Dharma Education and Buddhist Meditation Retreat

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $196,202

Program Service Revenue $24,875

Investment Income $0

Other Revenue $0

TOTAL REVENUE $221,077

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,000

Other Expenses $13,756

TOTAL EXPENSES $13,756

Year-over-Year Comparison

	2023	2022	Change
Revenue	$221,077	N/A	N/A
Expenses	$13,756	N/A	N/A
Net Income	$207,321	N/A	N/A

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

N/A

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
Grace Lee	CEO	40.00	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	No data	No data	No data	No data
2023	$221,077	$13,756	$501,389	$207,321