NORTH AMERICA SAN YU ALUMNI ASSOCIATION EDUCATION FOUNDATION (EIN 954160869) - 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

1995

Legal Domicile

Principal Officer

MARIE S CHAR

Phone

9517502289

Tax Period

2025-01-01 to 2025-12-31

NORTH AMERICA SAN YU ALUMNI ASSOCIATION EDUCATION FOUNDATION, founded in 1995, is a small nonprofit in the Education sector that reported $309K in total revenue in fiscal year 2025. Revenue surged 64% from the prior year, signaling strong growth momentum. The organization ran a surplus of $254K, a strong 82% operating margin.

Mission

Contributions from our Alumni will be deposited as an education scholarship fund earned interest to benefit the financial need students to receive their college education inside the United States

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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 (2025)

Revenue Breakdown

Contributions & Grants $147,368

Program Service Revenue $0

Investment Income $161,221

Other Revenue $0

TOTAL REVENUE $308,589

Expense Breakdown

Grants Paid $48,500

Salaries & Benefits $0

Fundraising Expenses $3,997

Program Expenses $48,500

Other Expenses $6,468

TOTAL EXPENSES $54,968

Year-over-Year Comparison

	2025	2024	Change
Revenue	$308,589	$188,717	+0.6%
Expenses	$54,968	$47,971	+0.1%
Net Income	$253,621	$140,746	+0.8%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARIE CHAR	PRESIDENT	012.00	Officer	$0	$0	$0
JENNY HONG	SECRETARY	006.00	Officer	$0	$0	$0
LANA LUI	TREASURER	006.00	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	$308,589	$54,968	$2,678,804	$253,621
2024	$188,717	$47,971	$2,425,183	$140,746
2023	$152,801	$44,601	$2,284,437	$108,200
2022	$152,534	$50,987	$2,176,237	$101,547
2021	$201,554	$49,818	$2,074,690	$151,736
2020	$151,266	$51,942	$1,922,954	$99,324

NORTH AMERICA SAN YU ALUMNI ASSOCIATION EDUCATION FOUNDATION