LYNDON INSTITUTE INC (EIN 030182055) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1923

Legal Domicile

Principal Officer

DR BRIAN BLOOMFIELD

Phone

8025353636

Tax Period

2023-07-01 to 2024-06-30

LYNDON INSTITUTE INC, founded in 1923, is a mid-sized nonprofit in the Education sector that reported $15.2M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $13.6M left a modest 11% surplus.

Mission

LYNDON INSTITUTE INSPIRES OUR STUDENTS TO BECOME ACCOMPLISHED LEARNERS, CREATIVE THINKERS, AND COMPASSIONATE COMMUNITY MEMBERS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,364,260

Program Service Revenue $11,440,899

Investment Income $1,336,447

Other Revenue $89,779

TOTAL REVENUE $15,231,385

Expense Breakdown

Grants Paid $706,297

Salaries & Benefits $8,708,762

Fundraising Expenses $336,356

Program Expenses $9,951,231

Other Expenses $4,182,087

TOTAL EXPENSES $13,597,146

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,231,385	$13,054,451	+0.2%
Expenses	$13,597,146	$12,916,257	+0.1%
Net Income	$1,634,239	$138,194	+10.8%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

192

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

$526,431

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VICKI WALKER	TRUSTEE AS OF 09/23	4.00	Director	$0	$0	$0
DAVID GWATKIN	TRUSTEE AS OF 09/23	4.00	Director	$0	$0	$0
EVAN CARLSON	TRUSTEE AS OF 09/23	4.00	Director	$0	$0	$0
ROY STARLING	TRUSTEE	4.00	Director	$0	$0	$0
PATICIA EMERY	TRUSTEE	4.00	Director	$0	$0	$0
LARISSA CISI FLYNN	TRUSTEE	4.00	Director	$0	$0	$0
CALEB BURRINGTON	TRUSTEE	4.00	Director	$0	$0	$0
LORALEE L TESTER	PRESIDENT	4.00	Officer Director	$0	$0	$0
HEATHER BATALION	TRUSTEE	4.00	Director	$0	$0	$0
BETSY J BAILEY	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
STEPHEN MALESKI	SECRETARY	4.00	Officer Director	$0	$0	$0
LORRAINE B IMPEY	TRUSTEE	4.00	Director	$0	$0	$0
BRETTON J GALE	TREASURER	4.00	Officer Director	$0	$0	$0
LAURIE BOSWELL	TRUSTEE	4.00	Director	$0	$0	$0
RYAN NOYES	TRUSTEE	4.00	Director	$0	$0	$0
ANGELA MIDDLETON	TRUSTEE	4.00	Director	$0	$0	$0
AMBER MACEK	TRUSTEE	4.00	Director	$0	$0	$0
WILLIAM LARRAMEE	TRUSTEE	4.00	Director	$0	$0	$0
GREGORY MCCORMICK	TRUSTEE	4.00	Director	$0	$0	$0
RICHARD ANGELL	DIRECTOR OF OPERATIONS	40.00	Officer	$100,484	$12,588	$113,072
MEAGAN HOWARD	CFO	40.00	Officer	$126,195	$6,950	$133,145
BRIAN BLOOMFIELD	HEAD OF SCHOOL	50.00	Officer	$233,125	$47,089	$280,214

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	$15,231,385	$13,597,146	$28,312,955	$1,634,239
2023	$13,054,451	$12,916,257	$26,063,741	$138,194
2022	$13,237,001	$11,524,675	$25,181,762	$1,712,326
2021	$14,228,396	$11,371,836	$25,064,043	$2,856,560
2020	$12,796,059	$12,909,820	$21,956,559	$-113,761
2019	$13,854,230	$14,046,285	$22,510,202	$-192,055

LYNDON INSTITUTE INC