Daoist Benevolent Association Inc
Nonprofit profile at a glance
- EIN
- 453532844
- IRS 990-EZ coverage
- 2011–2024
- Forms available
- Form 990-EZ 2024
- Location
- Arlington, MA, USA
- Phone
- 6179595837
- Rating
- 90
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Religion Related N.E.C.
- Affiliation
- Religious (unspecified)
Reported finances
- Revenue
- $98,647
- Expenses
- $89,507
- Assets
- $78,284
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
8 people listed
Executive titles in this filing
- HONGLIANG ZHOU (PRESIDENT)
- ROSIE SEGIL (EXECUTIVE DIRECTOR)
- JOSH MILLER (VICE PRESIDENT)
People named in this filing
- HONGLIANG ZHOU (PRESIDENT)
- ANDREW KERMAN (TREASURER)
- ROSIE SEGIL (EXECUTIVE DIRECTOR)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
See schedule o.
What it reported doing in 2024
Classes, workshops, and retreats for training in daoist cultivation practices.
Operating model
- Revenue model
- Earned-program. 81% of the money available for current operations came from fees and other program revenue.
- 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.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 85
- Transparency & Controls: 100
- Sustainability: 50
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 82.4%; rating input score 82
- Program expense ratio: 90.7%; rating input score 91
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 9.3%; rating input score 61; 61st percentile among comparable filings
- Total-asset coverage ratio: 0.87; rating input score 43; 43rd percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 41.3%; rating input score 4; 4th percentile among comparable filings
Growth
- Program expense growth: 14.1% per year; rating input score 100; 77th percentile among comparable filings
- Revenue growth: 12.6% per year; rating input score 100; 85th percentile among comparable filings
- Asset growth: 11.6% per year; rating input score 100; 76th percentile among comparable filings
Details
- Where the money goes: 82.4% of revenue deployed · 90.7% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $81K in reported program spending
- Leadership: top reported pay $0 · 8 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Filing history: 9 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- 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.
- Moderate — Sustainability: Total-asset coverage ratio scored 43/100.
- High — Sustainability: Officer compensation ratio scored 4/100.