DAVID LYNCH FOUNDATION FOR CONSCIOUSNESS -BASED EDUCATION AND WORLD PEACE (EIN 830436453) - 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

2005

Legal Domicile

Principal Officer

ROBERT ROTH

Phone

2126449880

Tax Period

2024-07-01 to 2025-06-30

DAVID LYNCH FOUNDATION FOR CONSCIOUSNESS -BASED EDUCATION AND WORLD PEACE, founded in 2005, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $7.3M in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year.

Mission

DAVID LYNCH FOUNDATION IS COMMITTED TO ADDRESSING THE GLOBAL EPIDEMIC OF MENTAL TRAUMA AND RELIEVING TOXIC STRESS BY ADVANCING TRANSCENDENTAL MEDITATION AS A THERAPEUTIC PRACTICE AND MAKING THESE EVIDENCE-BASED PROGRAMS WIDELY AVAILABLE AT NO COST TO AT-RISK POPULATIONS.

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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 $7,213,262

Program Service Revenue $378,428

Investment Income $53,813

Other Revenue $-377,480

TOTAL REVENUE $7,268,023

Expense Breakdown

Grants Paid $216,423

Salaries & Benefits $4,233,279

Fundraising Expenses $910,927

Program Expenses $5,606,869

Other Expenses $3,150,667

TOTAL EXPENSES $7,666,089

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,268,023	$8,875,141	-0.2%
Expenses	$7,666,089	$9,054,680	-0.2%
Net Income	$-398,066	$-179,539	+1.2%

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

$887,126

Total Directors

$433,510

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT ROTH CHIEF	EXECUTIVE OFFICER & DIRECT	41.00	Officer Director	$416,152	$17,358	$433,510
DAVID LYNCH	CHAIRMAN THRU JAN 2025	1.00	Officer Director	$0	$0	$0
STEVEN CHANIN	EXECUTIVE CHAIRMAN	8.00	Officer Director	$0	$0	$0
NANCY CHEMTOB	SECRETARY	1.00	Officer Director	$0	$0	$0
PEGAH EASTON	TREASURER	1.00	Officer Director	$0	$0	$0
MARK AXELOWITZ	DIRECTOR	2.00	Director	$0	$0	$0
LARRY COMP	DIRECTOR	1.00	Director	$0	$0	$0
MIKE FORMAN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT C JONES	DIRECTOR	1.00	Director	$0	$0	$0
NIGOL KOULAJIAN	DIRECTOR	1.00	Director	$0	$0	$0
DR YOLANDA LEWIS-RAGLAND	DIRECTOR	1.00	Director	$0	$0	$0
ARTHUR LIEBLER	DIRECTOR	1.00	Director	$0	$0	$0
DR MARK S NESTOR	DIRECTOR	1.00	Director	$0	$0	$0
JOANNA PLAFSKY	DIRECTOR	1.00	Director	$0	$0	$0
SUNALI SHARMA	DIRECTOR	1.00	Director	$0	$0	$0
ORIN SNYDER	DIRECTOR	1.00	Director	$0	$0	$0
DR HASSAN TETTEH	DIRECTOR	1.00	Director	$0	$0	$0
FREDDA PLESSER	EXECUTIVE VP	40.00	Officer	$340,194	$47,422	$387,616
WILLIAM GOLDSTEIN SECRETARY	AND GENERAL COUNSEL - SEE SCH O	6.00	Officer	$66,000	$0	$66,000
VELKY MARTE	SVP, FINANCE	32.00	Highest	$162,058	$22,211	$184,269
VINCENT DECRESCENZO	VP, FIRST RESPONDER/VETERANS PROGRAMS	40.00	Highest	$154,859	$26,088	$180,947
HAYLEY HANNA	VP, PROGRAMS & PARTNERSHIPS	40.00	Highest	$170,089	$2,351	$172,440
ADAM FRIEDMAN	VP, PROGRAMS & PARTNERSHIPS	40.00	Highest	$157,133	$42,595	$199,728
LYNN KAPLAN	REGIONAL DIRECTOR, LA	40.00	Highest	$152,250	$443	$152,693

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	$7,268,023	$7,666,089	$13,264,043	$-398,066
2024	$8,875,141	$9,054,680	$8,753,831	$-179,539
2023	$9,331,816	$9,313,384	$10,269,967	$18,432
2022	$8,736,448	$8,598,088	$9,280,358	$138,360
2021	$7,009,779	$6,540,872	$9,454,852	$468,907
2020	$7,902,186	$8,193,820	$9,611,116	$-291,634
2019	$12,419,511	$12,528,655	$9,146,964	$-109,144
2018	$14,115,581	$14,096,895	$9,872,017	$18,686

DAVID LYNCH FOUNDATION FOR CONSCIOUSNESS -BASED EDUCATION AND WORLD PEACE