The Center for Integral Wisdom (EIN 461051882) - 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

2011

Legal Domicile

Principal Officer

Suzette Messa

Phone

4158571943

Tax Period

2023-01-01 to 2023-12-31

The Center for Integral Wisdom, founded in 2011, is a community nonprofit in the Religion sector that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $654K, a strong 54% operating margin.

Mission

TO ADVANCE THE EVOLUTION OF CONSCIOUSNESS AND FOSTER WORLD PEACE AND UNITY

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,193,526

Program Service Revenue $2,526

Investment Income $11,668

Other Revenue $2,975

TOTAL REVENUE $1,210,695

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $22,000

Fundraising Expenses $7,061

Program Expenses $433,006

Other Expenses $533,272

TOTAL EXPENSES $556,272

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,210,695	$876,923	+0.4%
Expenses	$556,272	$485,415	+0.1%
Net Income	$654,423	$391,508	+0.7%

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

$22,000

Total Directors

$22,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ZACHARY STEIN	CO-PRESIDENT	30.0	Officer Director	$22,000	$0	$22,000
MARC GAFNI	CEO/CO-PRESIDENT	30.0	Officer Director	$0	$0	$0
SUZETTE MESSA	SECRETARY & TREASURER	10.0	Officer Director	$0	$0	$0
AUBREY MARCUS	BOARD CHAIR	3.0	Officer Director	$0	$0	$0
SWAMI CHETANANANDA	DIRECTOR	3.0	Director	$0	$0	$0
CHAHAT CORTEN	DIRECTOR	8.0	Director	$0	$0	$0
LORI GALPERIN	DIRECTOR	2.0	Director	$0	$0	$0
CHRISTOPHER NELSON	DIRECTOR	3.0	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
2024	No data	No data	No data	No data
2023	$1,210,695	$556,272	$1,899,857	$654,423
2022	$876,923	$485,415	$1,265,278	$391,508
2021	$363,954	$185,182	$846,450	$178,772
2020	$485,523	$168,797	$667,678	$316,726
2019	$393,813	$230,501	$350,952	$163,312
2018	$286,309	$219,047	$187,640	$67,262

The Center for Integral Wisdom