Institute for Holotropics Inc (EIN 471591216) - 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

Cary Sparks

Phone

4155725498

Tax Period

2023-01-01 to 2023-12-31

Institute for Holotropics Inc, founded in 2012, is a small nonprofit in the Social Science sector that reported $463K in total revenue in fiscal year 2023. The organization ran a surplus of $108K, a strong 23% operating margin.

Mission

The specific purpose of the Corporation shall include without limitation, dedication to supporting and fostering the holotropic perspective and approach through communication, education, training and research

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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 $0

Program Service Revenue $462,705

Investment Income $1

Other Revenue $0

TOTAL REVENUE $462,706

Expense Breakdown

Grants Paid $0

Salaries & Benefits $144,073

Fundraising Expenses $0

Program Expenses $341,274

Other Expenses $210,680

TOTAL EXPENSES $354,753

Year-over-Year Comparison

	2023	2022	Change
Revenue	$462,706	N/A	N/A
Expenses	$354,753	N/A	N/A
Net Income	$107,953	N/A	N/A

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

N/A

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

Total Directors

$144,073

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Cary Sparks	President	25.00	Director	$144,073	$0	$144,073
Mindy Mason	Treasurer	1.00	Director	$0	$0	$0
Vicky Nicholson	Director	1.00	Director	$0	$0	$0
Diana Medina	Secretary	1.00	Director	$0	$0	$0
Jack Silver	Vice President	0.00	Director	$0	$0	$0
Kate Silver	Director	1.00	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	$462,706	$354,753	$149,240	$107,953

Institute for Holotropics Inc