HAKOMI INSTITUTE

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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

SHAY NICHOLS

Phone

3034996699

Tax Period

2025-01-01 to 2025-12-31

HAKOMI INSTITUTE, founded in 1985, is a small nonprofit in the Unknown sector that reported $749K in total revenue in fiscal year 2025. Revenue decreased 5% compared to the prior year. Expenses of $710K left a modest 5% surplus.

Mission

PROVIDING PROFESSIONAL SKILLS AND COMPREHENSIVE TRAININGS AND INTRODUCTORY WORKSHOPS IN THE HAKOMI METHOD.

Program Service Accomplishments

Program 1

Expenses: $259,490 Revenue: $226,561

SE TEAM EDUCATIONAL TRAININGS AND WORKSHOPS (PROGRAMS RAN FROM 2025-27) SERVING STUDENTS AND PROFESSIONALS

Program 2

Expenses: $110,910 Revenue: $111,814

SW TEAM EDUCATIONAL TRAININGS AND WORKSHOPS (PROGRAMS RAN FROM 2024 - 2026) SERVING STUDENTS AND PROFESSIONALS

Program 3

Expenses: $78,585 Revenue: $136,618

PNW TEAM EDUCATIONAL TRAINING AND WORKSHOPS (PROGRAMS RAN FROM 2025 - 2026) SERVING STUDENTS AND PROFESSIONALS

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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 (2025)

Revenue Breakdown

Contributions & Grants $61,222

Program Service Revenue $581,749

Investment Income $10,076

Other Revenue $95,786

TOTAL REVENUE $748,833

Expense Breakdown

Grants Paid $0

Salaries & Benefits $139,767

Fundraising Expenses $9,580

Program Expenses $520,997

Other Expenses $570,274

TOTAL EXPENSES $710,041

Year-over-Year Comparison

	2025	2024	Change
Revenue	$748,833	$790,406	-0.1%
Expenses	$710,041	$620,117	+0.1%
Net Income	$38,792	$170,289	-0.8%

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

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	1.50	Officer	$0	$0	$0
WEN-YU CHENG	BOARD MEMBER	1.50	Officer	$0	$0	$0
JULIA CORLEY	TREASURER	1.50	Officer	$0	$0	$0
MELISSA GRACE	BOARD MEMBER	1.50	Officer	$0	$0	$0
JACQUELINE HULL	BOARD MEMBER	1.50	Officer	$0	$0	$0
VALENTINA LADELUCA	BOARD MEMBER	1.50	Officer	$0	$0	$0
MANUELA MISCHKE-REEDS	BOARD MEMBER	1.50	Officer	$0	$0	$0
JULES MORGAINE	BOARD MEMBER	1.50	Officer	$0	$0	$0
IDO SIEMION	BOARD MEMBER	1.50	Officer	$0	$0	$0
HALKO WEISS	BOARD MEMBER	1.50	Officer	$0	$0	$0
HIROMI WILLINGHAM	EXECUTIVE CO	1.50	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	$748,833	$710,041	$593,292	$38,792
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