INSTITUTE FOR ZEN LEADERSHIP

EIN: 454956464 501(c)(3) Religion

Madison, WI

Total Revenue
$133,366
Total Expenses
$174,735
Total Assets
$80,983
Net Assets
$75,094
🔒

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

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
2012
Legal Domicile
WI
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.

Program Service Accomplishments

Program 1
Expenses: $51,775 Revenue: $32,909

In 2024, the Institute delivered 8 multi-day leadership programs serving 87 people, including the Healthy Embodied Agile Leadership program for those in healthcare and the full Zen Leadership...

Read more

In 2024, the Institute delivered 8 multi-day leadership programs serving 87 people, including the Healthy Embodied Agile Leadership program for those in healthcare and the full Zen Leadership curriculum. We offered 64 full or partial scholarships to these programs, having a total value of $22068. One program was delivered in person with the remainder delivered online. All programs were open enrollment. Additionally, IZL faculty presented at 11 other programs, online summits and conferences with thousands of attendees. The Institute's President continued to raise visibility for IZL's programs as a regular contributor to Forbes.com with a reach of tens of thousands.

Program 2
Expenses: $30,910 Revenue: $7,044

We successfully hosted a global online summit, Living And Leading With Deep Resilience, which attracted 1,135 registrants. This leadership summit aimed to help individuals build resilience to address...

Read more

We successfully hosted a global online summit, Living And Leading With Deep Resilience, which attracted 1,135 registrants. This leadership summit aimed to help individuals build resilience to address the challenges of our time, while fostering heartfelt connectedness. The summit took place over two weekends: May 10-11 and May 17-18, 2024. The majority of the funding for the summit came through grants received and reported in 2023, totaling approximately $31,000. The summit's content focused on practices for resilience, including nature as a powerful source, and how resilience can be cultivated both individually and collectively. Participants came away with both practices and communities to support their ongoing resilience. Over the course of four days, 20 speakers led 15 live sessions and 4 pre-recorded practice videos. The summit was free to attend with revenue coming from purchase of the summit video package and further donations.

Program 3
Expenses: $47,258 Revenue: $31,194

The FEBI mind-body personality instrument was used throughout our programs, and our FEBI Operations Manager supported over 200 certified coaches, selling 1357 FEBI licenses. In addition, 16 new FEBI...

Read more

The FEBI mind-body personality instrument was used throughout our programs, and our FEBI Operations Manager supported over 200 certified coaches, selling 1357 FEBI licenses. In addition, 16 new FEBI coaches were certified.

🔒

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%)

Sign In — Free (10 views/day)

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
🔒

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

Sign In

Governance

Voting Members
7
Independent Members
6
Employees
2
Volunteers
15

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
3
$48,000
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
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
Explore More Nonprofits
Top 100 Nonprofits in Wisconsin Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare INSTITUTE FOR ZEN LEADERSHIP with other nonprofits in Wisconsin and across the country.