INSTITUTE OF NOETIC SCIENCES

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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

1973

Legal Domicile

Principal Officer

CLAUDIA WELSSBRD CHAIRINTERIM CEO

Phone

7077753500

Tax Period

2022-07-01 to 2023-06-30

INSTITUTE OF NOETIC SCIENCES, founded in 1973, is a community nonprofit in the Science & Technology sector that reported $5.4M in total revenue in fiscal year 2022. Revenue fell 58% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.8M, a strong 33% operating margin.

Mission

THE MISSION OF THE INSTITUTE OF NOETIC SCIENCES IS TO REVEAL THE INTERCONNECTED NATURE OF REALITY THROUGH SCIENTIFIC EXPLORATION AND PERSONAL DISCOVERY.

Program Service Accomplishments

Program 1

Expenses: $2,235,455 Revenue: $130,831

RESEARCH & EXPERIENTIAL EDUCATION: WITH 50 YEARS OF EXPERIENCE IONS IS A RESPECTED THOUGHT LEADER IN THE FIELD OF CONSCIOUSNESS SCIENCE. THIS FISCAL YEAR WE CONDUCTED RESEARCH ON CONSCIOUSNESS AND...

RESEARCH & EXPERIENTIAL EDUCATION: WITH 50 YEARS OF EXPERIENCE IONS IS A RESPECTED THOUGHT LEADER IN THE FIELD OF CONSCIOUSNESS SCIENCE. THIS FISCAL YEAR WE CONDUCTED RESEARCH ON CONSCIOUSNESS AND ITS RELATIONSHIP TO THE PHYSICAL WORLD, CHAMPIONING TWO PILLARS OF OUR STRATEGIC PLAN: IONS DISCOVERY LAB, THE LARGEST STUDY EVER DONE ON TRANSFORMATIVE PRACTICES; AND IONSX, OUR CUTTING-EDGE APPLICATION-DRIVEN RESEARCH PROGRAM. THROUGH THESE EFFORTS, WE COMPLETED 5 RESEARCH PROJECTS, COLLECTED 2,868 RECORDS THROUGH THE IONS DISCOVERY LAB, SUPPORTED 9 RESEARCH FELLOWS, PUBLISHED 20 PAPERS IN PEER-REVIEWED SCIENTIFIC JOURNALS, AND TRAINED 5 VOLUNTEERS. IONS ALSO SERVED 60,000 INDIVIDUALS IN ITS CORE EDUCATIONAL PROGRAMS THROUGH WEBINARS, WORKSHOPS AND TRAININGS, INCLUDING CONNECT-IONS LIVE, THE SCIENCE OF CHANNELING, LUCID DREAMING & LIVING LUCIDLY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $4,075,687

Program Service Revenue $130,832

Investment Income $1,086,229

Other Revenue $68,541

TOTAL REVENUE $5,361,289

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $2,325,248

Fundraising Expenses $718,541

Program Expenses $2,235,455

Other Expenses $1,185,742

TOTAL EXPENSES $3,610,990

Year-over-Year Comparison

	2022	2021	Change
Revenue	$5,361,289	$12,874,224	-0.6%
Expenses	$3,610,990	$3,876,145	-0.1%
Net Income	$1,750,299	$8,998,079	-0.8%

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

$320,897

Total Directors

$162,604

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLAUDIA WELSSBRD CHAIRINTERIM CEO	CHAIR	1.00	Officer Director	$0	$0	$0
AZIM KHAMISA	VICE CHAIR	1.00	Officer Director	$0	$0	$0
STACEY LAWSON	SECRETARY	1.00	Officer Director	$0	$0	$0
MICHAEL POTTS	TREASURER	1.00	Officer Director	$0	$0	$0
RICHARD COHN	DIRECTOR	1.00	Director	$0	$0	$0
HARRIETT CROSBY	DIRECTOR	1.00	Director	$0	$0	$0
DAVID DOMINIK	DIRECTOR	1.00	Director	$0	$0	$0
MARK GOBER	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH HUNTINGTON	DIRECTOR	1.00	Director	$0	$0	$0
CALVIN LEHEW	DIRECTOR	1.00	Director	$0	$0	$0
LINDA O'BRYANT	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE ZIMMER	DIRECTOR	1.00	Director	$0	$0	$0
PAULINA YAMPOLSKY	DIRECTOR	1.00	Director	$0	$0	$0
CLAIRE LACHANCE CEO	CEO	40.00	Officer Director	$162,081	$523	$162,604
JOHNNY CALVERT	CFO	40.00	Officer	$147,427	$10,866	$158,293
KERSTIN SJOQUIST	DIRECTOR OF	40.00	Highest	$129,125	$9,765	$138,890
HELANE WAHBEH	DIRECTOR OF	40.00	Highest	$147,133	$6,587	$153,720

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	No data	No data	No data	No data
2023	$5,361,289	$3,610,990	$17,898,302	$1,750,299
2022	$12,874,224	$3,876,145	$15,708,044	$8,998,079
2021	$4,201,204	$3,844,915	$8,537,832	$356,289
2020	$5,355,912	$4,969,849	$8,780,317	$386,063
2019	$5,712,024	$5,698,747	$8,444,584	$13,277
2018	$5,486,871	$5,569,515	$8,200,196	$-82,644