THE AQUAYA INSTITUTE

EIN: 202977578 501(c)(3) Science & Technology

SAN ANSELMO, CA

Total Revenue
$10,126,211
Total Expenses
$6,544,669
Total Assets
$9,115,780
Net Assets
$8,182,962
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Financial Trends

Organization Details

Formation Year
2005
Legal Domicile
DE
Principal Officer
RACHEL PELETZ
Phone
4154486771
Tax Period
2023-01-01 to 2023-12-31

THE AQUAYA INSTITUTE, founded in 2005, is a mid-sized nonprofit in the Science & Technology sector that reported $10.1M in total revenue in fiscal year 2023. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.6M, a strong 35% operating margin.

Mission

AQUAYA IS A NON-PROFIT RESEARCH AND CONSULTING ORGANIZATION DEDICATED TO ADVANCING GLOBAL HEALTH THROUGH UNIVERSAL ACCESS TO SAFE WATER AND SANITATION. WE DELIVER CRITICAL INSIGHTS, DATA, AND TOOLS TO ENABLE THE WASH SECTOR TO MAKE THE BEST POLICY, PROGRAM, AND FINANCING DECISIONS. THIS KNOWLEDGE HELPS SECURE SAFE WATER AND SANITATION TO VULNERABLE POPULATIONS, INCREASING HUMAN HEALTH AND WELL-BEING.

Program Service Accomplishments

Program 1
Expenses: $3,163,412

REAL WATER - RURAL EVIDENCE AND LEARNING FOR WATER (REAL-WATER) IS A FIVE-YEAR (2021-2026) COOPERATIVE AGREEMENT BETWEEN THE U.S. AGENCY FOR INTERNATIONAL DEVELOPMENT (USAID) AND THE AQUAYA INSTITUTE...

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REAL WATER - RURAL EVIDENCE AND LEARNING FOR WATER (REAL-WATER) IS A FIVE-YEAR (2021-2026) COOPERATIVE AGREEMENT BETWEEN THE U.S. AGENCY FOR INTERNATIONAL DEVELOPMENT (USAID) AND THE AQUAYA INSTITUTE (AQUAYA) TO DEVELOP AND EVALUATE STRATEGIES FOR EXPANDING ACCESS TO SAFE, EQUITABLE, AND SUSTAINABLE RURAL WATER SERVICES. REAL-WATER WILL SUPPORT POLICY MAKERS, DEVELOPMENT PARTNERS, AND SERVICE PROVIDERS TO MAKE STRATEGIC DECISIONS AND IMPLEMENT BEST PRACTICES FOR WATER MANAGEMENT THROUGH APPLIED RESEARCH.

Program 2
Expenses: $732,446

AFRICA WATER QUALITY TESTING FELLOWSHIP - THIS PROGRAM PARTNERS WITH UNIVERSITIES IN ETHIOPIA, GHANA, AND UGANDA TO ESTABLISH A STUDENT FELLOWSHIP PROGRAM AND BUILD STUDENTS' PRACTICAL SKILLS IN...

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AFRICA WATER QUALITY TESTING FELLOWSHIP - THIS PROGRAM PARTNERS WITH UNIVERSITIES IN ETHIOPIA, GHANA, AND UGANDA TO ESTABLISH A STUDENT FELLOWSHIP PROGRAM AND BUILD STUDENTS' PRACTICAL SKILLS IN WATER QUALITY TESTING. THIS PROGRAM ALSO COLLECTS WATER QUALITY DATA FROM HOUSEHOLDS, SCHOOLS, AND HEALTHCARE FACILITIES TO INFORM STRATEGIES FOR WATER QUALITY IMPROVEMENT INTERVENTIONS.

Program 3
Expenses: $721,084 Revenue: $1,031,548

URBAN WASH - URBAN RESILIENCE BY BUILDING AND APPLYING NEW EVIDENCE IN WASH (URBAN WASH) IS A GLOBAL FIVE-YEAR (2021-2026) RESEARCH AND LEARNING PROGRAM. THE GOAL OF THE PROGRAM IS TO GENERATE...

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URBAN WASH - URBAN RESILIENCE BY BUILDING AND APPLYING NEW EVIDENCE IN WASH (URBAN WASH) IS A GLOBAL FIVE-YEAR (2021-2026) RESEARCH AND LEARNING PROGRAM. THE GOAL OF THE PROGRAM IS TO GENERATE EVIDENCE THAT PROMOTES IMPACTFUL, SUSTAINABLE, EQUITABLE, AND CLIMATE-RESILIENT WATER, SANITATION, AND HYGIENE (WASH) AND WATER RESOURCES MANAGEMENT (WRM) POLICY AND PROGRAMMING IN URBAN AND PERI-URBAN AREAS.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $8,930,436
Program Service Revenue $1,031,548
Investment Income $164,227
Other Revenue $0
TOTAL REVENUE $10,126,211

Expense Breakdown

Grants Paid $1,849,707
Salaries & Benefits $3,178,424
Fundraising Expenses $1,239
Program Expenses $5,529,171
Other Expenses $1,516,538
TOTAL EXPENSES $6,544,669

Year-over-Year Comparison

2023 2022 Change
Revenue $10,126,211 $6,769,804 +0.5%
Expenses $6,544,669 $4,703,517 +0.4%
Net Income $3,581,542 $2,066,287 +0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
11
Independent Members
11
Employees
22
Volunteers
12

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
6
$338,125
Total Directors
12
$0
Key Employees
2
$353,360
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
IAN WARBURG CHAIR 2.00
Officer Director
$0 $0 $0
MIKE FREEDMAN VICE CHAIR 1.00
Officer Director
$0 $0 $0
ZORBA LIEBERMAN TREASURER 2.00
Officer Director
$0 $0 $0
DR ROBERT HERDT SECRETARY 1.00
Officer Director
$0 $0 $0
CHARISMA ACEY TRUSTEE 1.00
Director
$0 $0 $0
DR CHRISTINA BABBITT TRUSTEE 1.00
Director
$0 $0 $0
DR STEVEN CHOI TRUSTEE (THROUGH MAY) 1.00
Director
$0 $0 $0
ANONA DUTTA TRUSTEE 1.00
Director
$0 $0 $0
DR LEN FINOCCHIO TRUSTEE 1.00
Director
$0 $0 $0
DESMOND FITZGERALD TRUSTEE 1.00
Director
$0 $0 $0
STEPHANIE HASTINGS TRUSTEE 1.00
Director
$0 $0 $0
DAVID RICH TRUSTEE 1.00
Director
$0 $0 $0
RACHEL PELETZ EXECUTIVE DIRECTOR 40.00
Officer
$157,003 $28,934 $185,937
THERESA LEWIS CHIEF FINANCIAL OFFICER 40.00
Officer
$144,444 $7,744 $152,188
RANJIV KHUSH PROJECT DIRECTOR 40.00
Key Emp
$170,313 $9,281 $179,594
JEFFREY ALBERT DEPUTY PROJECT DIRECTOR 40.00
Key Emp
$170,313 $3,453 $173,766
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 $10,126,211 $6,544,669 $9,115,780 $3,581,542
2022 $6,769,804 $4,703,517 $4,967,293 $2,066,287
2021 $3,651,840 $2,220,718 $2,762,883 $1,431,122
2020 $2,015,540 $1,584,514 $1,285,643 $431,026
2019 $2,121,992 $2,104,027 $942,099 $17,965
2018 $1,638,860 $1,366,517 $739,243 $272,343
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