UMA INSTITUTE FOR TIBETAN STUDIES

🔒

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

2007

Legal Domicile

Principal Officer

P JEFFREY HOPKINS

Phone

4342938191

Tax Period

2019-01-01 to 2019-12-31

UMA INSTITUTE FOR TIBETAN STUDIES, founded in 2007, is a micro nonprofit in the Religion sector that reported $59K in total revenue in fiscal year 2019. Expenses of $88K exceeded revenue, resulting in a 48% operating deficit.

Mission

UMA INSTITUTE FOR TIBETAN STUDIES IS A NON-PROFIT 501(C)(3) ORGANIZATION DEDICATED TO THE FOLLOWING:(I)THE TRANSLATION INTO ENGLISH (AND POSSIBLY OTHER LANGUAGES) OF TEXTS FROM TIBETAN BUDDHIST TRADITIONS, (II) SEMINARS, CLASSES, AND RETREATS ON FOCAL TOPICS OF TIBETAN BUDDHISM AND INSTRUCTION IN THE LITERARY AND COLLOQUIAL ASPECTS OF THE TIBETAN LANGUAGE, AND (III) MAINTENANCE AND DEVELOPMENT OF MULTIMEDIA ARCHIVES AS RESEARCH AND INSTRUCTIONAL RESOURCES ACCESSIBLE ACROSS THE WORLDWIDE WEB.

Program Service Accomplishments

Program 1

Expenses: $86,583

IN JULY 2011 THE UMA INSTITUTE FOR TIBETAN STUDIES (UMA) UNDERTOOK A PROJECT TO PRESENT ANNOTATED, INTRODUCED AND EXPLAINED TRANSLATIONS OF ESSENTIAL INDIAN TEXTS AND THEMES THAT ARE IN THE SHARED...

IN JULY 2011 THE UMA INSTITUTE FOR TIBETAN STUDIES (UMA) UNDERTOOK A PROJECT TO PRESENT ANNOTATED, INTRODUCED AND EXPLAINED TRANSLATIONS OF ESSENTIAL INDIAN TEXTS AND THEMES THAT ARE IN THE SHARED HERITAGE OF TIBETAN AND INNER ASIAN BUDDHIST SYSTEMS. THE PROJECT FOCUSES ON THE THREE GREAT INDIAN BOOKS AND TIBETAN COMMENTARIES FROM THE GO-MANG COLLEGE SYLLABUS AS WELL AS A RELATED THEME ON THE FUNDAMENTAL INNATE MIND OF CLEAR LIGHT IN TANTRIC TEXTS. A FEATURE OF THE PROJECT IS THE USAGE OF CONSISTENT VOCABULARY AND FORMAT THROUGHOUT THE TRANSLATIONS. UMA IS FORTUNATE TO HAVE THIRTEEN EXPERTS IN THE FIELD PROVIDING TRANSLATION SERVICES FOR THE PROJECT, FIVE OF WHOM ARE CURRENT BOARD MEMBERS. TO THE END OF 2019, 47 BOOKS HAVE BEEN PUBLISHED AND MADE AVAILABLE ONLINE. IN ADDITION, UMA DEVELOPS AND MAINTAINS MULTIMEDIA ARCHIVES AS RESEARCH AND INSTRUCTIONAL RESOURCES ACCESSIBLE ACROSS THE WORLDWIDE WEB BENEFITING MANY THOUSANDS.

🔒

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 (2019)

Revenue Breakdown

Contributions & Grants $59,241

Program Service Revenue $0

Investment Income $63

Other Revenue $0

TOTAL REVENUE $59,304

Expense Breakdown

Grants Paid $0

Salaries & Benefits $40,592

Fundraising Expenses $0

Program Expenses $86,583

Other Expenses $47,250

TOTAL EXPENSES $87,842

Year-over-Year Comparison

	2019	2018	Change
Revenue	$59,304	$55,784	+0.1%
Expenses	$87,842	$140,548	-0.4%
Net Income	$-28,538	$-84,764	-0.7%

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

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

$27,482

Total Directors

$40,592

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
P JEFFREY HOPKINS	PRESIDENT &	7.00	Officer Director	$21,386	$0	$21,386
WILLIAM MAGEE	VICE PRESIDE	2.00	Officer Director	$5,098	$0	$5,098
ELIZABETH NAPPER	SECRETARY	2.00	Officer Director	$998	$0	$998
JULES LEVINSON	BOARD MEMBER	0.50	Director	$11,632	$0	$11,632
SU-AN LIN	BOARD MEMBER	0.50	Director	$1,478	$0	$1,478
JOEL MCCLEARY	BOARD MEMBER	0.50	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
2019	$59,304	$87,842	$18,896	$-28,538
2018	$55,784	$140,548	$47,434	$-84,764