HAKOMI INSTITUTE (EIN 742232565) - 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

1985

Legal Domicile

Principal Officer

DONNA ROY

Phone

3034996699

Tax Period

2024-01-01 to 2024-12-31

HAKOMI INSTITUTE, founded in 1985, is a small nonprofit in the Unknown sector that reported $790K in total revenue in fiscal year 2024. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $170K, a strong 22% operating margin.

Mission

THE HAKOMI INSTITUTE PROVIDES EDUCATION IN THE HAKOMI METHOD OF MINDFUL SOMATIC PSYCHOTHERAPY.

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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 $110,143

Program Service Revenue $562,881

Investment Income $7,464

Other Revenue $109,918

TOTAL REVENUE $790,406

Expense Breakdown

Grants Paid $0

Salaries & Benefits $120,694

Fundraising Expenses $9,833

Program Expenses $455,101

Other Expenses $499,423

TOTAL EXPENSES $620,117

Year-over-Year Comparison

	2024	2023	Change
Revenue	$790,406	$528,472	+0.5%
Expenses	$620,117	$518,497	+0.2%
Net Income	$170,289	$9,975	+16.1%

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

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
BETTINA BERGER	BOARD MEMBER	6.00	Officer	$0	$0	$0
JULIA CORLEY	BOARD MEMBER	6.00	Officer	$0	$0	$0
MELISSA GRACE	BOARD MEMBER	6.00	Officer	$0	$0	$0
TING TIN HU	BOARD MEMBER	6.00	Officer	$0	$0	$0
JACQUELINE HULL	BOARD MEMBER	6.00	Officer	$0	$0	$0
MUKARA MEREDITH	CO-CHAIR	6.00	Officer	$0	$0	$0
MANUELA MISCHKE-REEDS	BOARD MEMBER	6.00	Officer	$0	$0	$0
JULES MORGAINE	BOARD MEMBER	6.00	Officer	$0	$0	$0
DONNA ROY	CHAIR	6.00	Officer	$0	$0	$0
IDO SIEMION	BOARD MEMBER	6.00	Officer	$0	$0	$0
HALKO WEISS	BOARD MEMBER	6.00	Officer	$0	$0	$0
HIROMI WILLINGHAM	EXECUTIVE CO	6.00	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
2024	$790,406	$620,117	$554,875	$170,289
2023	$528,472	$518,497	$384,303	$9,975
2022	$527,128	$320,620	$374,236	$206,508

HAKOMI INSTITUTE