Lama Foundation

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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

1968

Legal Domicile

Phone

5755861269

Tax Period

2023-01-01 to 2023-12-31

Lama Foundation, founded in 1968, is a small nonprofit in the Arts, Culture & Humanities sector that reported $280K in total revenue in fiscal year 2023. Expenses of $373K exceeded revenue, resulting in a 33% operating deficit.

Mission

A sustainable spiritual community and educational center dedicated to the awakening of consciousness, spiritual practice and respect for all traditions, service, and stewardship of the land.

Program Service Accomplishments

Program 1

Expenses: $286,811

Educational programs & workshops conducted in a variety of subjects including spiritual retreats and seminars, natural building techniques, permaculture, yoga and meditation.Residency is a primary...

Educational programs & workshops conducted in a variety of subjects including spiritual retreats and seminars, natural building techniques, permaculture, yoga and meditation.Residency is a primary focus of Lama Foundation and is year round. There were 12 residents in 2023.About 10 major events and other weekly and occasional events. Summer interns spend the entire summer. The total served was about 100.

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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 $34,181

Program Service Revenue $219,833

Investment Income $4,104

Other Revenue $22,338

TOTAL REVENUE $280,456

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,008

Fundraising Expenses $57,352

Program Expenses $286,811

Other Expenses $372,435

TOTAL EXPENSES $373,443

Year-over-Year Comparison

	2023	2022	Change
Revenue	$280,456	$273,778	+0.0%
Expenses	$373,443	$320,645	+0.2%
Net Income	$-92,987	$-46,867	+1.0%

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

N/A

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

$1,008

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Paolo Caserta	Director	2.00	Director	$1,008	$0	$1,008
Kasey Mitchell	Director	2.00	Director	$0	$0	$0
Aurora Durkee-Warren	Director	2.00	Director	$0	$0	$0
Miryam Levy	Director	2.00	Director	$0	$0	$0
Irit Umani	Chairman	2.00	Director	$0	$0	$0
Rachel Halder	Director	2.00	Director	$0	$0	$0
Julie Tato	Director	2.00	Director	$0	$0	$0
Mira Geroy	Director	2.00	Director	$0	$0	$0
Isabella Maryam von Briesen	Treasurer	2.00	Officer	$0	$0	$0
Paolo Rossi	President & CEO	30.00	Officer	$0	$0	$0
Sam Warren	Secretary	0.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$280,456	$373,443	$1,570,647	$-92,987
2022	$273,778	$320,645	$1,663,016	$-46,867
2021	$405,525	$291,560	$1,722,458	$113,965
2020	$470,858	$199,110	$1,608,988	$271,748
2019	$300,982	$340,123	$1,333,596	$-39,141
2018	$350,155	$316,023	$1,366,015	$34,132