SOUTH BAYLO UNIVERSITY (EIN 953538772) - 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

1980

Legal Domicile

Principal Officer

JASON SHIN

Phone

7145331495

Tax Period

2023-07-01 to 2024-06-30

SOUTH BAYLO UNIVERSITY, founded in 1980, is a community nonprofit in the Education sector that reported $2.8M in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Expenses of $4.4M exceeded revenue, resulting in a 60% operating deficit.

Mission

THE MISSION OF SBU IS TO EXPAND PROFESSIONAL, CLINICAL, AND SCIENTIFIC KNOWLEDGE OF ACUPUNCTURE AND ORIENTAL MEDICINE AMONG STUDENTS, FACULTY, STAFF, AND THE GENERAL PUBLIC THROUGH EFFECTIVE TEACHING, SCHOLARLY ACTIVITY, AND QUALITY PATIENT CARE.

🔒

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 $94,460

Program Service Revenue $2,661,236

Investment Income $-43,404

Other Revenue $39,817

TOTAL REVENUE $2,752,109

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,600,958

Fundraising Expenses $0

Program Expenses $2,371,474

Other Expenses $1,788,984

TOTAL EXPENSES $4,389,942

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,752,109	$3,049,961	-0.1%
Expenses	$4,389,942	$5,043,548	-0.1%
Net Income	$-1,637,833	$-1,993,587	-0.2%

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
WILLIAM HAN	TREASURER	N/A	Officer Director	$0	$0	$0
YONG S KIM	BOARD MEMBER	N/A	Director	$0	$0	$0
ROSE LARSON	SECRETARY	N/A	Officer Director	$0	$0	$0
HA SUNG LEE	BOARD MEMBER	N/A	Director	$0	$0	$0
JENNIFER E PARK	CHAIRPERSON	N/A	Director	$0	$0	$0
JONG S YOON	BOARD MEMBER	N/A	Director	$0	$0	$0
PIA MELEN	PRESIDENT	N/A	Officer	$0	$0	$0
JASON SHIN	PRESIDENT	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
2025	No data	No data	No data	No data
2024	$2,752,109	$4,389,942	$4,193,751	$-1,637,833
2023	$3,049,961	$5,043,548	$7,651,446	$-1,993,587
2022	$4,432,912	$4,802,249	$9,747,065	$-369,337
2020	$3,345,995	$5,343,465	$11,124,164	$-1,997,470
2019	$7,869,709	$7,193,359	$13,150,112	$676,350
2018	$6,374,857	$7,635,954	$13,647,136	$-1,261,097

SOUTH BAYLO UNIVERSITY