INSTITUTE FOR ZEN LEADERSHIP (EIN 454956464) - Form 990 Financial Analysis & Trantor Score

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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

2012

Legal Domicile

Principal Officer

Virginia Whitelaw

Phone

6085712445

Tax Period

2024-01-01 to 2024-12-31

INSTITUTE FOR ZEN LEADERSHIP, founded in 2012, is a small nonprofit in the Religion sector that reported $133K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $175K exceeded revenue, resulting in a 31% operating deficit.

Mission

To combine Zen meditation and leadership training in order to develop wiser, more resilient leaders who can create healing and thriving in their relationships, organizations, and society. To foster Zen training and develop further instructors of Zen Leadership.

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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 $61,542

Program Service Revenue $71,147

Investment Income $0

Other Revenue $677

TOTAL REVENUE $133,366

Expense Breakdown

Grants Paid $19,350

Salaries & Benefits $119,217

Fundraising Expenses $13,804

Program Expenses $129,943

Other Expenses $36,168

TOTAL EXPENSES $174,735

Year-over-Year Comparison

	2024	2023	Change
Revenue	$133,366	$168,728	-0.2%
Expenses	$174,735	$185,901	-0.1%
Net Income	$-41,369	$-17,173	+1.4%

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

$48,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Virginia Whitelaw	President and Treasurer	50	Officer	$48,000	$0	$48,000
Robert Caron	Director	5	Director	$0	$0	$0
Kate Watters	Chairperson	10	Director	$0	$0	$0
Gordon Greene	Director	5	Director	$0	$0	$0
Cynthia Haq	Director	5	Director	$0	$0	$0
Kristi Crymes	Vice President	5	Officer	$0	$0	$0
Cristina Nakano	Director, Secretary	5	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
2025	No data	No data	No data	No data
2024	$133,366	$174,735	$80,983	$-41,369
2023	$168,728	$185,901	$122,276	$-17,173
2022	$308,140	$247,023	$142,429	$61,117
2021	$155,271	$222,794	$92,245	$-67,523
2020	$213,162	$227,388	$162,273	$-14,226

INSTITUTE FOR ZEN LEADERSHIP