HOLISTIC INTEGRATED SERVICES FOUNDATION (EIN 954680738) - 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

1998

Legal Domicile

Phone

6267820282

Tax Period

2023-01-01 to 2023-12-31

HOLISTIC INTEGRATED SERVICES FOUNDATION, founded in 1998, is a small nonprofit in the Education sector that reported $330K in total revenue in fiscal year 2023. Expenses of $398K exceeded revenue, resulting in a 21% operating deficit.

Mission

HIS FOUNDATION IS FORMED BY A GROUP OF CHRISTIANS IN THE U.S.A. THEY VOLUNTEERED THEIR TIME WITH THE OBJECTIVE OF REACHING OUT TO THE WORLD AND ASSISTING IN THE RELIEF OF NATURAL DISASTER, RENDERING EDUCATION AND HEALTH CARE SERVICES TO THE POOR AND THE NEEDY.

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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 $319,314

Program Service Revenue $0

Investment Income $10,964

Other Revenue $0

TOTAL REVENUE $330,278

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,282

Fundraising Expenses $0

Program Expenses $380,380

Other Expenses $384,936

TOTAL EXPENSES $398,218

Year-over-Year Comparison

	2023	2022	Change
Revenue	$330,278	$328,385	+0.0%
Expenses	$398,218	$406,397	0.0%
Net Income	$-67,940	$-78,012	-0.1%

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

N/A

Employees

N/A

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
JAMES HK LAU MD	Chairman	20.00	Director	$0	$0	$0
STEPHEN ENG DO	Vice Chairman	20.00	Director	$0	$0	$0
ANDREW KWONG PHARM D	Treasurer	20.00	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	$330,278	$398,218	$2,502,587	$-67,940
2022	$328,385	$406,397	$2,325,743	$-78,012
2021	$470,117	$425,404	$2,741,644	$44,713
2020	$390,044	$196,213	$2,569,036	$193,831
2019	$438,281	$472,850	$2,181,043	$-34,569
2018	$693,143	$458,222	$1,895,518	$234,921

HOLISTIC INTEGRATED SERVICES FOUNDATION