POI-YUK EDUCATIONAL FOUNDATION (EIN 942470023) - 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

1976

Legal Domicile

Principal Officer

Anna Toy

Phone

4156909123

Tax Period

2025-01-01 to 2025-12-31

POI-YUK EDUCATIONAL FOUNDATION, founded in 1976, is a micro nonprofit that reported $76K in total revenue in fiscal year 2025. Revenue surged 309% from the prior year, signaling strong growth momentum. The organization ran a surplus of $60K, a strong 79% operating margin.

Mission

Provide scholarships and financial support to St. Mary's Chinese Language School under Old St. Mary's Cathedral and Chinese Mission.

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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 (2025)

Revenue Breakdown

Contributions & Grants $45,100

Program Service Revenue $0

Investment Income $14,511

Other Revenue $16,643

TOTAL REVENUE $76,254

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,255

Other Expenses $16,255

TOTAL EXPENSES $16,255

Year-over-Year Comparison

	2025	2024	Change
Revenue	$76,254	$18,632	+3.1%
Expenses	$16,255	$4,734	+2.4%
Net Income	$59,999	$13,898	+3.3%

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
Anna Toy	president	1	Director	$0	$0	$0
Gregory Li	vice-president	1	Director	$0	$0	$0
Catherine Yee	director	0.5	Director	$0	$0	$0
Gwen Chan	director	5	Director	$0	$0	$0
Kan Toy	interim treasurer	0.5	Director	$0	$0	$0
Michael Chung	Vice-president	0.5	Director	$0	$0	$0
Rosa Wong-Chie	vice president	0.5	Director	$0	$0	$0
Cheryl Li	director	0.5	Director	$0	$0	$0
Nancy Lim-Yee	director	0.5	Director	$0	$0	$0
Henry Vuong	director	0.5	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	$76,254	$16,255	$564,479	$59,999
2024	$18,632	$4,734	$504,027	$13,898

POI-YUK EDUCATIONAL FOUNDATION