BAY AREA INTEGRAL (EIN 463005777) - 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

2016

Principal Officer

TERRY PATTEN

Phone

6302729325

Tax Period

2021-01-01 to 2021-12-31

BAY AREA INTEGRAL, founded in 2016, is a small nonprofit in the Education sector that reported $224K in total revenue in fiscal year 2021. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $40K, a strong 18% operating margin.

Mission

BAY AREA INTEGRAL DBA A NEW REPUBLIC OF THE HEART, IS DEDICATED TO THE TRANSFORMATION OF HUMAN CULTURE, FROM OUR CURRENT CRISIS OF FRAGMENTATION TO THE PRACTICE OF UNITY AND WHOLENESS. ITS SERVICES EMPOWER SPIRITUAL PRACTITIONERS AND CHANGE AGENTS TO PRACTICE WHOLENESS BY COMBINING THE "INNER WORK" OF PERSONAL GROWTH, THE "INTERPERSONAL WORK" OF COMPASSIONATE RELATING AND THE "OUTER WORK" OF BENEFICIAL ACTION IN SOCIETY. BY INTEGRATING KEY INSIGHTS FROM THE WORLD'S WISDOM TRADITIONS, MODERN SCIENCE, SOCIOLOGY, AND ECOLOGY, THE ORGANIZATION OFFERS EDUCATIONAL MEDIA, TRAINING EVENTS, AN ONLINE COMMUNITY AND STRATEGIC ALLIANCES BETWEEN ORGANIZATIONS TO HELP TO CATALYZE PARTICIPATORY, COLLECTIVE CITIZENSHIP IN OUR WORLD.

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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 (2021)

Revenue Breakdown

Contributions & Grants $60,190

Program Service Revenue $163,662

Investment Income $0

Other Revenue $0

TOTAL REVENUE $223,852

Expense Breakdown

Grants Paid $0

Salaries & Benefits $54,161

Fundraising Expenses $0

Program Expenses $184,344

Other Expenses $130,183

TOTAL EXPENSES $184,344

Year-over-Year Comparison

	2021	2020	Change
Revenue	$223,852	$161,541	+0.4%
Expenses	$184,344	$212,567	-0.1%
Net Income	$39,508	$-51,026	-1.8%

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

N/A

Employees

Volunteers

N/A

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

$50,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRY PATTEN	PRESIDENT	40.00	Officer	$50,000	$0	$50,000
BRAD BROWN	DIRECTOR	N/A	Director	$0	$0	$0
CYNTHIA MADIX	DIRECTOR	N/A	Director	$0	$0	$0
MASEN EWALD	EXECUTIVE DI	20.00	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
2021	$223,852	$184,344	$65,781	$39,508

BAY AREA INTEGRAL