THE ARLINGTON INSTITUTE

EIN: 541524343 501(c)(3) Unknown

Berkeley Springs, WV

Total Revenue
$319,168
Total Expenses
$244,526
Total Assets
$90,811
Net Assets
$90,811
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1989
Legal Domicile
VA
Principal Officer
Michelle Lutter
Phone
2029095558
Tax Period
2025-01-01 to 2025-12-31

THE ARLINGTON INSTITUTE, founded in 1989, is a small nonprofit in the Unknown sector that reported $319K in total revenue in fiscal year 2025. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $75K, a strong 23% operating margin.

Mission

Inform and prepare the public for the major global changes that will dominate our lives throughout the next decade.

Program Service Accomplishments

Program 1
Expenses: $135,643 Revenue: $141,217

Transition Talks is a speakers' series that has run unabated for over 30 year. Monthly we host special speakers from many disciplines to speak both to a live and live-streamed audience about subjects...

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Transition Talks is a speakers' series that has run unabated for over 30 year. Monthly we host special speakers from many disciplines to speak both to a live and live-streamed audience about subjects related to major changes transpiring in the world. In the past year we have brought about 1,500 people to our West Virginia location for our programs and reached over 3,000 by live-stream. Attendees pay a fee for each event.

Program 2
Expenses: $85,136 Revenue: $47,521

Online public programs: The Arlington Institute produces a number of communications programs designed to help inform and educate interested members of the public about the big changes transpiring in...

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Online public programs: The Arlington Institute produces a number of communications programs designed to help inform and educate interested members of the public about the big changes transpiring in the world today. FuturEdition, our semi-monthly newsletter has been published for over 30 years and reaches an extended audience of about 20,000 readers. Quartet is an online discussion program featuring four panelists that fortnightly reaches about 10,000 people. What's Up features John Petersen and Gregg Braden fortnightly in unstructured conversation about trends currently in play and the future directions they may suggest. PostScripts is John Petersen's video blog which is generated 3-4 times per month. Each of these offerings reach about 10,000 people. These programs were paused in the fall 2025 after the Founder and President's death.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $130,430
Program Service Revenue $188,738
Investment Income $0
Other Revenue $0
TOTAL REVENUE $319,168

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $220,779
Other Expenses $244,526
TOTAL EXPENSES $244,526

Year-over-Year Comparison

2025 2024 Change
Revenue $319,168 $248,335 +0.3%
Expenses $244,526 $235,605 +0.0%
Net Income $74,642 $12,730 +4.9%
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

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Governance

Voting Members
4
Independent Members
3
Employees
N/A
Volunteers
4

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
2
$0
Total Directors
2
$0
Key Employees
1
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Mark Dorsten Director 3
Director
$0 $0 $0
Michelle Lutter Executive Director 40
Director Key Emp
$0 $0 $0
Richard McGough Treasurer 3
Officer
$0 $0 $0
Mandy Cavanaugh Secretary 3
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 $319,168 $244,526 $90,811 $74,642
2024 $248,335 $235,605 $16,169 $12,730
2023 $272,588 $277,832 $3,439 $-5,244
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