INSTITUTE OF HUMAN BEHAVIOR RESEARCH AND EDUCATION

EIN: 237112922 501(c)(3) Education

ALAMEDA, CA

Total Revenue
$5,314,745
Total Expenses
$4,595,157
Total Assets
$3,139,965
Net Assets
$2,592,069
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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
1971
Legal Domicile
CA
Principal Officer
ESTHER COHEN
Phone
5107697100
Tax Period
2024-07-01 to 2025-06-30

INSTITUTE OF HUMAN BEHAVIOR RESEARCH AND EDUCATION, founded in 1971, is a community nonprofit in the Education sector that reported $5.3M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $4.6M left a modest 14% surplus.

Mission

THE MISSION OF THE PHILLIPS ACADEMY IS TO PROVIDE A SAFE, NURTURING (CONT. ON SCH. O) EDUCATIONAL ENVIRONMENT FOR STUDENTS WITH EMOTIONAL REGULATION NEEDS, EXECUTIVE FUNCTIONING CHALLENGES AND LEARNING DIFFERENCES. TPA IS A STATE-CERTIFIED NONPUBLIC SCHOOL AND IS FULLY ACCREDITED BY WASC.

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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 (2024)

Revenue Breakdown

Contributions & Grants $171,857
Program Service Revenue $5,130,959
Investment Income $10,400
Other Revenue $1,529
TOTAL REVENUE $5,314,745

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,593,665
Fundraising Expenses $0
Program Expenses $3,918,741
Other Expenses $1,001,492
TOTAL EXPENSES $4,595,157

Year-over-Year Comparison

2024 2023 Change
Revenue $5,314,745 $4,232,610 +0.3%
Expenses $4,595,157 $3,811,440 +0.2%
Net Income $719,588 $421,170 +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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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

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Governance

Voting Members
8
Independent Members
6
Employees
47
Volunteers
6

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
5
$161,087
Total Directors
8
$251,140
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ALLAN CHATMAN PRINCIPAL 41.20
Director
$110,035 $13,689 $123,724
MARYANN PEARSON EDUCATION SPECIALIST 41.20
Director
$114,212 $13,204 $127,416
DONN MERRIAM PRESIDENT 3.50
Officer Director
$0 $0 $0
SABRINA SMITH VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
TAKA YOKOYAMA TREASURER 2.50
Officer Director
$0 $0 $0
LIANA GROSSMAN SECRETARY 1.20
Officer Director
$0 $0 $0
MAR ORTMANN PARENT REPRESENTATIVE 1.20
Director
$0 $0 $0
ELIZABETH ISONO TRUSTEE 1.20
Director
$0 $0 $0
ESTHER COHEN EXECUTIVE DIRECTOR 40.00
Officer
$152,065 $9,022 $161,087
MEILEI WONG BUSINESS MANAGER 40.00
Highest
$119,503 $0 $119,503
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 $5,314,745 $4,595,157 $3,139,965 $719,588
2024 $4,232,610 $3,811,440 $2,596,690 $421,170
2023 $3,123,430 $3,302,915 $1,616,657 $-179,485
2022 $3,142,980 $3,248,874 $1,802,579 $-105,894
2021 $3,975,200 $3,496,135 $1,944,876 $479,065
2020 $3,628,652 $3,560,809 $1,844,384 $67,843
2019 $3,489,650 $3,302,298 $1,316,316 $187,352
2018 $3,194,975 $3,042,460 $1,174,504 $152,515
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