YOGA SHAKTI MISSION INC (EIN 591804305) - 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

1978

Legal Domicile

Principal Officer

Kathleen Iacona

Phone

3217254024

Tax Period

2024-01-01 to 2024-12-31

YOGA SHAKTI MISSION INC, founded in 1978, is a micro nonprofit in the Human Services sector that reported $82K in total revenue in fiscal year 2024. Revenue fell 36% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $55K, a strong 67% operating margin.

Mission

temple for worship and education; yoga classes for good health for the public; vegetarian lunches; educational talks; retreats and meditation classes

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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 (2024)

Revenue Breakdown

Contributions & Grants $53,266

Program Service Revenue $9,507

Investment Income $9,173

Other Revenue $9,830

TOTAL REVENUE $81,776

Expense Breakdown

Grants Paid $303

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,257

Other Expenses $26,472

TOTAL EXPENSES $26,775

Year-over-Year Comparison

	2024	2023	Change
Revenue	$81,776	$127,678	-0.4%
Expenses	$26,775	$38,856	-0.3%
Net Income	$55,001	$88,822	-0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Marshall	President	0.5	Officer	$0	$0	$0
Phillip Lovell	Vice President	0.5	Officer	$0	$0	$0
Kathleen Iacona	Treasurer	20	Officer	$0	$0	$0
Gwen Iacona	Secretary	3	Officer	$0	$0	$0
Mark Kirschner	Correspondence Secretary	0.2	Officer	$0	$0	$0
Sonal Mehta	Assistant Secretary	8	Officer	$0	$0	$0
Anna Harrison	Board Member	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	$81,776	$26,775	$705,721	$55,001
2023	$127,678	$38,856	No data	$88,822
2023	$127,678	$38,856	$643,750	$88,822
2023	$127,678	$38,856	$650,720	$88,822
2022	$51,892	$21,592	$561,897	$30,300
2021	$41,685	$26,923	$531,596	$14,762
2020	$31,237	$34,293	$516,832	$-3,056
2019	$45,158	$17,057	$519,888	$28,101

YOGA SHAKTI MISSION INC