Tao and Zen Society of USA

Overview

Mission

Main purposes are teaching basic concept of Taoism, spread awarensese of mdiation, and gain a healthy life in body, mind and spirit.

What it reported doing in 2024

Spiritual Retreat: This class introduce students to an ancient gentle Chinese exercise that promotes physical, emotional, mental and spiritual health.Worship Ceremony Expense: Every year near the Sanguan Emperor's birthday, our organization will hold a grand ceremony celebration, the believers will prepare the offerings to the Ceremony to worship, pray for peace, disaster relief.Buddhist Lecture Event : There are three parts in each class: Essentials of practice-the practical slogan of the ancestors; Introduction of the sects - introduction of the major sects of Buddhism; Health time - health care essence.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

Nonprofit profile at a glance

EIN
475194733
IRS 990 coverage
2017–2024
Forms available
Form 990 2024, Form 990-EZ 2020
Location
Cupertino, CA, USA
Phone
4083487532
Rating
48
Verdict
MIXED
Rating confidence
Moderate
Sector
Single Organization Support
Affiliation
Buddhism

Reported finances

Revenue
$420,341
Expenses
$11,345
Assets
$2,187,532
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

The verdict

MIXED - The filed numbers largely add up and program spending has grown recently. A relatively small share of available resources goes toward mission work and a relatively small share of voting board members are independent.

Rating breakdown

  • Financial Efficiency: 30
  • Transparency & Controls: 86
  • Accountability: 0
  • Sustainability: 94
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 2.3%; rating input score 2
  • Program expense ratio: 85.9%; rating input score 86
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 92.3%; rating input score 92; 22nd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 7th percentile among comparable filings
  • Governance controls: 0 of 7 controls in place; rating input score 0
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Fail
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 97.3%; rating input score 100; 100th percentile among comparable filings
  • Total-asset coverage ratio: 192.82; rating input score 100; 100th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 80; 80th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: 22.3% per year; rating input score 100; 86th percentile among comparable filings
  • Revenue growth: 18.8% per year; rating input score 100; 86th percentile among comparable filings
  • Asset growth: 29.4% per year; rating input score 100; 91st percentile among comparable filings

Details

  • Where the money goes: 2.3% of revenue deployed · 85.9% of spending went to programs
  • Governance: 0 of 2 board members independent · 0 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $10K in reported program spending
  • Leadership: top reported pay $0 · 2 people listed
  • Consistency: 12 of 12 current checks pass
  • Schedules: 4 filed schedules · includes major donors
  • Filing history: 6 annual filings from 2017 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 2/100.
  • High — Accountability: Independent voting board scored 0/100.
  • High — Accountability: Governance controls: 6 of 6 not reported.

Leadership & pay

2 people listed

People named in this filing

  • JANICE YEH (CEO)
  • CHAO-CHUAN CHEN (CFO)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024.