SEARCH INSIDE YOURSELF LEADERSHIP INSTITUTE (EIN 800794674) - 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

2012

Legal Domicile

Principal Officer

Lindsey Kugel

Phone

4152721261

Tax Period

2023-01-01 to 2023-12-31

SEARCH INSIDE YOURSELF LEADERSHIP INSTITUTE, founded in 2012, is a small nonprofit in the Public & Societal Benefit sector that reported $468K in total revenue in fiscal year 2023. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $454K left a modest 3% surplus.

Mission

Charitable and educational, including the advancement of mindfulness and emotional intelligence.

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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 (2023)

Revenue Breakdown

Contributions & Grants $369,686

Program Service Revenue $98,718

Investment Income $0

Other Revenue $0

TOTAL REVENUE $468,404

Expense Breakdown

Grants Paid $0

Salaries & Benefits $277,439

Fundraising Expenses $21,979

Program Expenses $355,138

Other Expenses $173,939

TOTAL EXPENSES $454,216

Year-over-Year Comparison

	2023	2022	Change
Revenue	$468,404	$985,178	-0.5%
Expenses	$454,216	$987,722	-0.5%
Net Income	$14,188	$-2,544	-6.6%

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

$107,610

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lindsey Kugel	Executive Director	40	Officer	$107,610	$0	$107,610
Caro Hart	Board Chair	1	Officer Director	$0	$0	$0
Amishi Jha	Secretary	0.25	Officer Director	$0	$0	$0
Michelle Maldonado	Treasurer	0.25	Officer Director	$0	$0	$0
Mirabai Bush	Board Member	0.25	Officer Director	$0	$0	$0
Alexander Moyle	Finance Director	4	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	No data	No data	No data	No data
2023	$468,404	$454,216	$838,210	$14,188
2022	$985,178	$987,722	$1,283,292	$-2,544
2021	$2,916,098	$2,852,899	$1,133,010	$63,199
2020	$3,069,445	$3,008,991	$1,220,393	$60,454
2019	$4,869,428	$4,366,333	$1,729,068	$503,095
2018	$5,167,463	$5,336,006	$979,574	$-168,543

SEARCH INSIDE YOURSELF LEADERSHIP INSTITUTE