MIND & LIFE INSTITUTE (EIN 770284767) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

SUZANNE BOND

Phone

4349390001

Tax Period

2024-01-01 to 2024-12-31

MIND & LIFE INSTITUTE, founded in 1991, is a community nonprofit in the Human Services sector that reported $5.2M in total revenue in fiscal year 2018. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 21% operating margin.

Mission

BRIDGING SCIENCE AND CONTEMPLATIVE WISDOM TO FOSTER INSIGHT AND INSPIRE ACTION TOWARD FLOURISHING.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,747,182

Program Service Revenue $45,808

Investment Income $628,052

Other Revenue $37,816

TOTAL REVENUE $3,458,858

Expense Breakdown

Grants Paid $431,164

Salaries & Benefits $1,745,507

Fundraising Expenses $312,004

Program Expenses $2,325,530

Other Expenses $1,073,673

TOTAL EXPENSES $3,250,344

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,458,858	$3,884,543	-0.1%
Expenses	$3,250,344	$3,673,658	-0.1%
Net Income	$208,514	$210,885	0.0%

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

$305,650

Total Directors

$305,650

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARRY HERSHEY	DIRECTOR	1.25	Director	$0	$0	$0
AARON STERN	DIRECTOR	1.25	Director	$0	$0	$0
LISETTE COOPER	DIRECTOR	1.25	Director	$0	$0	$0
SONA DIMIDJIAN	DIRECTOR	1.25	Director	$0	$0	$0
JACK KORNFIELD	DIRECTOR	1.25	Director	$0	$0	$0
OWSLEY BROWN III	DIRECTOR	1.25	Director	$0	$0	$0
CONSTANCE KEMMERER	DIRECTOR	1.25	Director	$0	$0	$0
MICHAEL POTTS	DIRECTOR	1.25	Director	$0	$0	$0
ED TAYLOR	DIRECTOR	1.25	Director	$0	$0	$0
THUPTEN JINPA LANGRI	CHAIR OF BOARD	2.50	Officer Director	$40,000	$0	$40,000
CAROLYN JACOBS	SECRETARY	2.50	Officer Director	$0	$0	$0
MARTIN DAVIDSON	VICE CHAIR AND TREASURER	2.50	Officer Director	$0	$0	$0
SUZANNE BOND	PRESIDENT	40.00	Officer Director	$256,795	$8,855	$265,650
ROSALYN STAGG	DIRECTOR OF ADVANCEMENT	40.00	Highest	$131,779	$15,197	$146,976
SHELIA KINKADE	STORYTELLER/CONTENT STRATEGIST	40.00	Highest	$108,705	$20,777	$129,482
KRISTA WEIH	DIRECTOR OF GRANTS & EVENT	40.00	Highest	$140,879	$11,861	$152,740

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	$3,458,858	$3,250,344	$9,223,026	$208,514
2023	$3,884,543	$3,673,658	$9,115,144	$210,885
2022	$3,320,239	$3,755,763	$8,595,479	$-435,524
2021	$5,063,751	$3,222,964	$10,037,349	$1,840,787
2020	$3,024,838	$3,140,855	$8,762,731	$-116,017
2019	$3,668,821	$3,366,927	$9,160,321	$301,894
2018	$5,223,481	$4,119,398	$6,951,770	$1,104,083

MIND & LIFE INSTITUTE