Ponheary Ly Foundation (EIN 204277315) - 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

2006

Legal Domicile

Phone

5125893921

Tax Period

2023-10-01 to 2024-09-30

Ponheary Ly Foundation, founded in 2006, is a small nonprofit in the Human Services sector that reported $942K in total revenue in fiscal year 2023. Revenue surged 66% from the prior year, signaling strong growth momentum. The organization ran a surplus of $188K, a strong 20% operating margin.

Mission

The organization supports the education of 3000 students who live in rural poverty in northwest Cambodia.

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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 $896,130

Program Service Revenue $0

Investment Income $45,843

Other Revenue $160

TOTAL REVENUE $942,133

Expense Breakdown

Grants Paid $0

Salaries & Benefits $221,066

Fundraising Expenses $33,913

Program Expenses $599,807

Other Expenses $532,718

TOTAL EXPENSES $753,784

Year-over-Year Comparison

	2023	2022	Change
Revenue	$942,133	$566,615	+0.7%
Expenses	$753,784	$497,149	+0.5%
Net Income	$188,349	$69,466	+1.7%

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

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

$92,840

Total Directors

$92,840

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lori Carlson	President	70	Officer Director	$79,500	$13,340	$92,840
Sharon Miro	Secretary	10	Officer Director	$0	$0	$0
Nina Davis	Treasurer	5	Officer Director	$0	$0	$0
Cas Gravett	Board Member	5	Director	$0	$0	$0
Caroline Stafford	Board Member	5	Director	$0	$0	$0
Dave Claunch	Board Member	5	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
2025	No data	No data	No data	No data
2024	$942,133	$753,784	$2,030,375	$188,349
2023	$566,615	$497,149	$1,698,023	$69,466
2022	$918,605	$925,279	$1,754,635	$-6,674
2021	$1,003,592	$770,733	$1,760,773	$232,859
2020	$999,088	$855,845	$1,532,717	$143,243
2019	$806,121	$741,648	$1,391,692	$64,473
2018	$644,239	$575,391	$1,320,771	$68,848

Ponheary Ly Foundation