PEKING UNIVERSITY EDUCATION FOUNDATION (USA) (EIN 943278466) - 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

1997

Legal Domicile

Principal Officer

LIN ZHAO

Phone

6503152880

Tax Period

2023-01-01 to 2023-12-31

PEKING UNIVERSITY EDUCATION FOUNDATION (USA), founded in 1997, is a community nonprofit in the International Affairs sector that reported $5.6M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $6.4M exceeded revenue, resulting in a 16% operating deficit.

Mission

TO SUPPORT PEKING UNIVERSITY'S LONG-TERM DEVELOPMENT AND TO PROMOTE THE U.S.-CHINA EXCHANGES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $4,339,005

Program Service Revenue $0

Investment Income $1,228,029

Other Revenue $0

TOTAL REVENUE $5,567,034

Expense Breakdown

Grants Paid $5,843,848

Salaries & Benefits $297,205

Fundraising Expenses $106,971

Program Expenses $5,986,855

Other Expenses $296,382

TOTAL EXPENSES $6,437,435

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,567,034	$6,301,645	-0.1%
Expenses	$6,437,435	$6,589,621	0.0%
Net Income	$-870,401	$-287,976	+2.0%

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

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

$167,901

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHIRLEY LIU	TREASURER	50.00	Officer	$163,011	$4,890	$167,901
LIN ZHAO	PRESIDENT	10.00	Officer Director	$0	$0	$0
ZHIHONG XU	CHAIRMAN	1.00	Officer Director	$0	$0	$0
WEIFANG MIN	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
DAVID S LEE	DIRECTOR	1.00	Director	$0	$0	$0
WEN HAI	DIRECTOR	1.00	Director	$0	$0	$0
FLORENCE FANG	DIRECTOR	1.00	Director	$0	$0	$0
KUN DENG	DIRECTOR	1.00	Director	$0	$0	$0
YUNING LI	DIRECTOR	2.00	Director	$0	$0	$0
PENGFEI XIE	DIRECTOR	2.00	Director	$0	$0	$0
CHOONG HSIA	DIRECTOR	2.00	Director	$0	$0	$0
MENG LAI	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	No data	No data	No data	No data
2023	$5,567,034	$6,437,435	$68,621,164	$-870,401
2022	$6,301,645	$6,589,621	$64,970,797	$-287,976
2021	$11,690,196	$9,976,732	$72,899,671	$1,713,464
2020	$9,684,115	$7,930,087	$66,679,915	$1,754,028
2019	$18,981,367	$2,625,669	$62,252,681	$16,355,698
2018	$41,896,606	$6,303,459	$46,798,323	$35,593,147

PEKING UNIVERSITY EDUCATION FOUNDATION (USA)