SOUTHEAST VIPASSANA ASSOCIATION INC (EIN 810602207) - 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

2004

Legal Domicile

Phone

9125889807

Tax Period

2024-01-01 to 2024-12-31

SOUTHEAST VIPASSANA ASSOCIATION INC, founded in 2004, is a small nonprofit in the Education sector that reported $959K in total revenue in fiscal year 2024. The organization ran a surplus of $351K, a strong 37% operating margin.

Mission

TO PROMOTE PEACE & HARMONY THROUGH THE ADVACEMENT OF EDUCATION & NON-SECTARIAN SPRIITUAL PRACTICES IN ACCORDANCE WITH THE PRINCIPLES ESTABLISHED BY LATE SAYAGYI U BA KHIN AND AS TAUGHT BY LATE SN GOENKA

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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 $930,837

Program Service Revenue $0

Investment Income $28,629

Other Revenue $0

TOTAL REVENUE $959,466

Expense Breakdown

Grants Paid $0

Salaries & Benefits $133,736

Fundraising Expenses $0

Program Expenses $608,564

Other Expenses $474,828

TOTAL EXPENSES $608,564

Year-over-Year Comparison

	2024	2023	Change
Revenue	$959,466	$921,693	+0.0%
Expenses	$608,564	$492,504	+0.2%
Net Income	$350,902	$429,189	-0.2%

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
SITAL SAVLA	TREASURER	5.00	Officer Director	$0	$0	$0
LAUREN LEVE	SECRETARY	5.00	Officer Director	$0	$0	$0
SHANNON SPENCER	TRUSTEE	5.00	Director	$0	$0	$0
DAVID COHEN	TRUSTEE	2.00	Director	$0	$0	$0
BETTY STORY	PRESIDENT	2.00	Officer Director	$0	$0	$0
EDWARD BELL	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
JEFF LOWTHER	TRUSTEE	2.00	Director	$0	$0	$0
FRED BARSTEIN	TRUSTEE	5.00	Director	$0	$0	$0
MICHELE ROLDAN-SHAW	TRUSTEE	2.00	Director	$0	$0	$0
TRUNG NGUYEN	TRUSTEE	2.00	Director	$0	$0	$0
JEREMY KOELMEL	TRUSTEE	2.00	Director	$0	$0	$0
SORAPOJANA PUENGPRADITH	TRUSTEE	2.00	Director	$0	$0	$0
SUSHILA PATEL	TRUSTEE	2.00	Director	$0	$0	$0
TRUNALI PATEL	TRUSTEE	2.00	Director	$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	$959,466	$608,564	$3,985,862	$350,902
2023	$921,693	$495,281	$3,668,089	$426,412
2022	$1,265,436	$371,417	$3,424,019	$894,019
2021	$640,842	$271,620	$2,588,625	$369,222
2020	$295,751	$250,696	$2,301,970	$45,055
2019	$513,522	$375,463	$2,052,526	$138,059
2018	$492,526	$382,130	$1,953,675	$110,396

SOUTHEAST VIPASSANA ASSOCIATION INC