BERKANA INSTITUTE (EIN 870487834) - 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

1991

Phone

8013768540

Tax Period

2024-01-01 to 2024-12-31

BERKANA INSTITUTE, founded in 1991, is a small nonprofit in the Arts, Culture & Humanities sector that reported $216K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $203K left a modest 6% surplus.

Mission

Since 1991, The Berkana Institute has worked in partnership with a rich diversity of people around the world to strengthen their communities by working with the wisdom and wealth already present in their people, traditions and environment. As edgewalkers, we do not deny or flee from our global crises. We respond by experimenting with many different ways to engage communities to create what they need from what they already have. We know that Whatever the problem, community is the answer. This understanding underpins all of Berkanas work. We prepare for an unknown future by creating strong and sustainable relationships within communities and trans-locally, creating a worldwide web of dedicated and sane leaders. Our work can be categorized in five ways:We pioneer a new paradigm for leading changeWe advance community engagement processesWe sponsor trans-local learningWe invoke womens leadershipWe summon Warriors for the Human SpiritWe work from a coherent theory of how change happens in li

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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 $41,200

Program Service Revenue $175,261

Investment Income $0

Other Revenue $0

TOTAL REVENUE $216,461

Expense Breakdown

Grants Paid $0

Salaries & Benefits $65,486

Fundraising Expenses $250

Program Expenses $111,135

Other Expenses $137,837

TOTAL EXPENSES $203,323

Year-over-Year Comparison

	2024	2023	Change
Revenue	$216,461	$276,249	-0.2%
Expenses	$203,323	$319,736	-0.4%
Net Income	$13,138	$-43,487	-1.3%

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

N/A

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

$15,000

Total Directors

$15,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGARET WHEATLEY	President	3.00	Officer Director	$0	$0	$15,000
STEPHANIE PACE MARSHALL	BOARD MEMBER	3.00	Director	$0	$0	$0
JULIE ARTS	BOARD MEMBER	3.00	Director	$0	$0	$0
JENNIFER SMITH	BOARD CHAIR	3.00	Director	$0	$0	$0
MINNI JAIN	BOARD MEMBER	3.00	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	$216,461	$203,323	$59,001	$13,138
2023	$276,249	$319,736	$37,884	$-43,487
2022	$281,452	$293,789	$71,978	$-12,337
2021	$303,666	$308,865	$86,035	$-5,199
2020	$319,692	$324,908	$99,662	$-5,216
2019	$321,948	$343,279	$98,770	$-21,331
2018	$289,184	$383,859	$138,223	$-94,675

BERKANA INSTITUTE