POINT HORIZON INSTITUTE (EIN 203884348) - 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

2005

Legal Domicile

Principal Officer

ELISA MEHL

Phone

9162844879

Tax Period

2023-01-01 to 2023-12-31

POINT HORIZON INSTITUTE, founded in 2005, is a small nonprofit in the Education sector that reported $959K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $522K, a strong 54% operating margin.

Mission

PROMOTING EDUCATION OF MEDITATION AND SPIRITUALITY

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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 $92

Program Service Revenue $826,496

Investment Income $132,761

Other Revenue $0

TOTAL REVENUE $959,349

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $420,576

Other Expenses $437,139

TOTAL EXPENSES $437,139

Year-over-Year Comparison

	2023	2022	Change
Revenue	$959,349	$732,827	+0.3%
Expenses	$437,139	$360,700	+0.2%
Net Income	$522,210	$372,127	+0.4%

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

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
ELISA MEHL	President	20.00	Officer Director	$0	$0	$0
SARAH THRIFT	Secretary	15.00	Officer Director	$0	$0	$0
KELVIN TAN	Director	40.00	Director	$0	$0	$0
SAMANTHA KEEN	Director	15.00	Director	$0	$0	$0
FIONA WONG	Director	5.00	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	$959,349	$437,139	$8,261,423	$522,210
2022	$732,827	$360,700	$7,740,525	$372,127
2021	$533,747	$224,382	$7,382,763	$309,365
2020	$711,747	$304,283	$7,068,328	$407,464
2019	$1,044,050	$429,833	$6,652,241	$614,217
2018	$1,116,702	$423,438	$6,787,353	$693,264

POINT HORIZON INSTITUTE