NATURAL DHARMA FELLOWSHIP

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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

2008

Legal Domicile

Principal Officer

Kathe McKenna

Phone

6037630204

Tax Period

2024-01-01 to 2024-12-31

NATURAL DHARMA FELLOWSHIP, founded in 2008, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024. The organization ran a surplus of $474K, a strong 32% operating margin.

Mission

To offer individual and group practice, intensive retreats, and the training of teachers and students in Buddhist practices; to create a holistic, sustainable, non-sectarian model of spiritual community.

Program Service Accomplishments

Program 1

Expenses: $830,371 Revenue: $558,585

NDF is an organization of Buddhist practitioners dedicated to bringing the practices of Himalayan Buddhism into the contemporary world in accessible, relevant, and creative ways. NDF offers Buddhist meditations and teachings online and/or our retreat center Wonderwell Mountain Refuge. The group meditations typically range from 1 session up to multi-day retreats. NDF also offers private "solo" retreats at Wonderwell. The teachings range from 1 session to multi-day retreats, to weekly courses, and even to multi-year tracks that start with introductory meditation and continue on to Vajrayana and/or Dzogchen practices. NDF's offerings are led by Lama Willa Baker, Lama Elizabeth Monson, visiting Buddhist teachers, and many of NDF's experienced practitioners.

Program 2

Expenses: $0 Revenue: $0

None

Program 3

Expenses: $0 Revenue: $0

None

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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 (2024)

Revenue Breakdown

Contributions & Grants $905,848

Program Service Revenue $549,496

Investment Income $13,373

Other Revenue $14,515

TOTAL REVENUE $1,483,232

Expense Breakdown

Grants Paid $3,750

Salaries & Benefits $549,570

Fundraising Expenses $57,817

Program Expenses $830,371

Other Expenses $456,350

TOTAL EXPENSES $1,009,670

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,483,232	$1,481,397	+0.0%
Expenses	$1,009,670	$890,947	+0.1%
Net Income	$473,562	$590,450	-0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathe Mckenna	President	20	Officer Director	$0	$0	$0
Tracie Palmer	Vice President	4	Director	$0	$0	$0
Jean Fazzino Lain	Secretary	4	Officer Director	$0	$0	$0
Phil Malloy	Treasurer	24	Officer Director	$0	$0	$0
Burt Hadlock	Director	4	Director	$0	$0	$0
Cindy Caros	Director	4	Director	$0	$0	$0
David Bayer	Director	4	Director	$0	$0	$0
Jane Moss	Director	4	Director	$0	$0	$0
Matthew Bellows	Director	4	Director	$0	$0	$0
Matthew Fritz	Director	4	Director	$0	$0	$0
Sarah Buie	Director	4	Director	$0	$0	$0
Susan Malloy	Director	4	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
2025	No data	No data	No data	No data
2024	$1,483,232	$1,009,670	$4,807,570	$473,562
2023	$1,481,397	$890,947	$4,841,350	$590,450
2022	$838,994	$775,673	$3,474,113	$63,321
2021	$810,285	$662,302	$3,462,147	$147,983
2020	$661,165	$522,987	$3,356,698	$138,178
2019	$617,274	$509,942	$3,312,412	$107,332
2018	$647,340	$560,703	$3,153,235	$86,637