FU-JEN UNIVERSITY FOUNDATION (EIN 943398863) - 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

2001

Legal Domicile

Principal Officer

FRANK S YUAN

Phone

8189379688

Tax Period

2023-01-01 to 2023-12-31

FU-JEN UNIVERSITY FOUNDATION, founded in 2001, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.6M in total revenue in fiscal year 2023. Revenue fell 28% from the prior year — a significant decline worth monitoring. Net assets of $6.4M represent 48 months of operating reserves.

Mission

The mission of the foundation is to fundraise from alumni,corporations,foundations and friends of Fu Jen Catholic University in Taiwan. The activities include support for faculty research,financial aid/scholarships for students,capital projects including a teaching hospital,a laboratory building for the College of Science & Engineering and a global connection lab for the College of Foreign Languages.

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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 $1,401,141

Program Service Revenue $0

Investment Income $201,626

Other Revenue $0

TOTAL REVENUE $1,602,767

Expense Breakdown

Grants Paid $1,478,757

Salaries & Benefits $0

Fundraising Expenses $11,382

Program Expenses $1,478,757

Other Expenses $253,407

TOTAL EXPENSES $1,732,164

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,602,767	$2,212,971	-0.3%
Expenses	$1,732,164	$1,348,503	+0.3%
Net Income	$-129,397	$864,468	-1.1%

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

$120,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN CHAO	COO	35.00	Officer	$120,000	$0	$120,000
HEIDI WANG	Director	5.00	Director	$0	$0	$0
FRANK BUDENHOLZER	Chairman	5.00	Officer Director	$0	$0	$0
ANGELA FU	Director	5.00	Director	$0	$0	$0
FRANK S YUAN	Treasurer	5.00	Officer Director	$0	$0	$0
SOLOMON LUO	Director	5.00	Director	$0	$0	$0
JAMES YOH	President	5.00	Director	$0	$0	$0
NORA CHANG WANG	Director	5.00	Director	$0	$0	$0
YUAN-DA FAN	Vice President	5.00	Director	$0	$0	$0
DAVID TAI	Director	5.00	Director	$0	$0	$0
HOWARD DOONG	Director	5.00	Director	$0	$0	$0
WEN-PIN CHANG	Director	5.00	Director	$0	$0	$0
MIMI LIU	Director	5.00	Director	$0	$0	$0
DENNIS TSUI	Director	5.00	Director	$0	$0	$0
EMILY CHA	Director	5.00	Director	$0	$0	$0
ANGELA LEE	Director	5.00	Director	$0	$0	$0
TAMMY BRAY	Director	5.00	Director	$0	$0	$0
BEN CHANG SHIA	Director	5.00	Director	$0	$0	$0
BRO NICHOLAS KOSS	Director	5.00	Director	$0	$0	$0
FR INNA REDDY EDARA	Director	5.00	Director	$0	$0	$0
HSIAO-YUN HUANG	Director	5.00	Director	$0	$0	$0
MARYTA LAUMANN	Director	5.00	Director	$0	$0	$0
YING-CHOU WANG	Director	5.00	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
2024	No data	No data	No data	No data
2023	$1,602,767	$1,732,164	$6,452,697	$-129,397
2022	$2,212,971	$1,348,503	$6,549,467	$864,468
2021	$2,410,742	$4,695,654	$5,697,070	$-2,284,912
2020	$1,314,815	$774,651	$7,973,993	$540,164
2019	$1,426,607	$3,010,556	$7,440,117	$-1,583,949
2018	$2,998,760	$3,531,648	$9,012,345	$-532,888

FU-JEN UNIVERSITY FOUNDATION