UNIVERSITY OF THE WEST (EIN 931022351) - Form 990 Financial Analysis & Trantor Score

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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

1990

Legal Domicile

Principal Officer

DR HOA MINH TA

Phone

6265718811

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF THE WEST, founded in 1990, is a mid-sized nonprofit in the Education sector that reported $10.3M in total revenue in fiscal year 2024. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.3M, a strong 33% operating margin.

Mission

TO PROVIDE A "WHOLE PERSON" EDUCATION IN A CONTEXT INFORMED BY BUDDHIST WISDOM AND VALUES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $6,503,832

Program Service Revenue $2,469,107

Investment Income $1,204,884

Other Revenue $82,055

TOTAL REVENUE $10,259,878

Expense Breakdown

Grants Paid $552,757

Salaries & Benefits $4,137,633

Fundraising Expenses $0

Program Expenses $6,547,523

Other Expenses $2,222,254

TOTAL EXPENSES $6,912,644

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,259,878	$6,847,136	+0.5%
Expenses	$6,912,644	$6,603,936	+0.0%
Net Income	$3,347,234	$243,200	+12.8%

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

112

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

$301,718

Total Directors

$3,801

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER DELA ROSA	TRUSTEE/ADJUNCT FACULTY SP24	2.00	Director	$3,801	$0	$3,801
VEN HSIN BAU	CHAIR	1.00	Officer Director	$0	$0	$0
VEN MIAOHSI	SECRETARY	1.00	Officer Director	$0	$0	$0
PETER BEMSKI	TRUSTEE	1.00	Director	$0	$0	$0
TIM CHANG	TRUSTEE	1.00	Director	$0	$0	$0
JIM CHEN	TRUSTEE	1.00	Director	$0	$0	$0
HSI-SHEN FANG VEN HUI CHUAN	TRUSTEE	1.00	Director	$0	$0	$0
DARLENE LANHAM	TRUSTEE	1.00	Director	$0	$0	$0
FANG QIAN VEN HUI DONG	EXECUTIVE TRUSTEE	1.00	Director	$0	$0	$0
ZHIYOU VEN	TRUSTEE	1.00	Director	$0	$0	$0
CECIL WILLIS	TRUSTEE	1.00	Director	$0	$0	$0
SUH-JEN WU VEN TZU JUNG	TRUSTEE	1.00	Director	$0	$0	$0
ZHENYU ZHANG	TRUSTEE	1.00	Director	$0	$0	$0
HOA MINH TA	PRESIDENT	40.00	Officer	$167,437	$18,980	$186,417
AMY CHONG	CFO	40.00	Officer	$94,520	$20,781	$115,301
YUEYUN CHEN	CHAIR/FACULTY OF BUSINESS ADMINISTRATION	40.00	Highest	$123,897	$26,379	$150,276
CHI SHEH	FACULTY	40.00	Highest	$104,888	$13,051	$117,939
VANESSA KARAM	CHIEF STUDENT SERVICES OFFICER	40.00	Highest	$101,600	$17,897	$119,497

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	$10,259,878	$6,912,644	$38,080,209	$3,347,234
2024	No data	No data	No data	No data
2023	$7,474,165	$6,591,405	$33,005,008	$882,760
2022	$6,955,412	$6,368,234	$32,270,070	$587,178
2021	$8,666,423	$6,806,992	$35,930,246	$1,859,431
2020	$8,540,405	$8,114,352	$32,158,290	$426,053
2019	$8,259,634	$8,221,861	$30,457,257	$37,773
2018	$8,077,748	$9,049,135	$30,283,657	$-971,387

UNIVERSITY OF THE WEST