LAKE NONA INSTITUTE INC

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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

2010

Legal Domicile

Principal Officer

GLORIA CAULFIELD

Phone

4078886506

Tax Period

2024-01-01 to 2024-12-31

LAKE NONA INSTITUTE INC, founded in 2010, is a community nonprofit in the Health Care sector that reported $2.0M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

LAKE NONA INSTITUTE IS A COLLABORATIVE COMMUNITY FOCUSED INSTITUTE DEDICATED TO DEVELOPING, ACTIVATING, AND MEASURING THE IMPACT OF INNOVATIVE TECHNOLOGIES AND PROGRAMS THAT CAN BECOME GLOBAL MODELS FOR BUILDING HEALTHY, SUSTAINABLE, AND INSPIRED COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $1,910,412

LAKE NONA INSTITUTE IS ORGANIZED AROUND THREE "PILLARS OR AREAS OF FOCUS HEALTH AND WELLNESS, SUSTAINABILITY, AND EDUCATION. LAKE NONA INSTITUTE'S SIGNATURE PROJECT IS A COLLABORATION WITH JOHNSON & JOHNSON. THE "LAKE NONA LIFE PROJECT" IS WORKING TO ADVANCE RESEARCH ON COMMUNITY BASED HEALTH AND WELLNESS. THIS STUDY IS INTENDED TO CONTINUE FOR MULTIPLE YEARS.ALSO, LAKE NONA INSTITUTE CONDUCTS THE IMPACT FORUM, AN INVITATIONAL EVENT HELD TO UNLOCK INNOVATION TO CREATE SUSTAINABLE HEALTH COMMUNITIES AND ADVANCE THE QUALITY OF LIFE BY EXPLORING THE INTERSECTIONS OF WELLNESS, SUSTAINABLE LIVING, AND EDUCATION. THERE ARE APPROXIMATELY 250 ATTENDEES AT THE FORUM, WHICH PROVIDES OPPORTUNITIES FOR INSPIRING PRESENTATIONS, HIGH-QUALITY NETWORKING AND HANDS-ON INNOVATION SESSIONS, ALLOWING ALL DELEGATES TO PLAY AN ACTIVE ROLE AND PROVIDE MEANINGFUL AND LIVELY INPUT. THE GOAL OF THIS EVENT IS TO GENERATE NEW INNOVATIVE APPROACHES AND SCIENTIFIC PURSUITS, THAT ARE DESIGNED TO BE REPLICATED AND SCALED ON A GLOBAL LEVEL.

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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 $1,980,375

Program Service Revenue $0

Investment Income $0

Other Revenue $1,500

TOTAL REVENUE $1,981,875

Expense Breakdown

Grants Paid $0

Salaries & Benefits $619

Fundraising Expenses $0

Program Expenses $1,910,412

Other Expenses $1,932,837

TOTAL EXPENSES $1,933,456

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,981,875	$1,817,100	+0.1%
Expenses	$1,933,456	$1,913,080	+0.0%
Net Income	$48,419	$-95,980	-1.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICHOLAS F BEUCHER III	DIRECTOR/VP/TREASURER	1.00	Officer Director	$0	$0	$0
RASESH THAKKAR	DIRECTOR/VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
ALEXANDRA SILVERTON	DIRECTOR/VP/SECRETARY	15.00	Officer Director	$0	$0	$0
GLORIA CAULFIELD	PRESIDENT	30.00	Officer	$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
2024	$1,981,875	$1,933,456	$1,655,762	$48,419
2023	$1,817,100	$1,913,080	$1,216,126	$-95,980
2022	$1,530,000	$1,360,671	$1,020,431	$169,329
2021	No data	$265,568	$1,149,623	No data
2020	$1,186,500	$1,286,648	$521,411	$-100,148
2019	$1,425,417	$1,281,935	$522,841	$143,482
2018	$1,361,688	$1,200,478	$689,165	$161,210