THE MONROE INSTITUTE

EIN: 900681223 501(c)(3) Education

FABER, VA

Total Revenue
$7,694,796
Total Expenses
$7,295,863
Total Assets
$6,538,658
Net Assets
$3,204,172
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1985
Legal Domicile
VA
Principal Officer
JOEL MCGINLEY
Phone
4343611500
Tax Period
2025-01-01 to 2025-12-31

THE MONROE INSTITUTE, founded in 1985, is a community nonprofit in the Education sector that reported $7.7M in total revenue in fiscal year 2025. Revenue surged 29% from the prior year, signaling strong growth momentum. Expenses of $7.3M left a modest 5% surplus.

Mission

THE MONROE INSTITUTE FURTHERS THE EXPLORATION EXPERIENCE AND EXPLORATION OF CONSCIOUSNESS, EXPANDED AWARENESS, AND DISCOVERY OF SELF USING TECHNOLOGY, EDUCATION, RESEARCH AND DEVELOPMENT.

Program Service Accomplishments

Program 1
Expenses: $6,195,680 Revenue: $6,855,024

IN 2025, THE MONROE INSTITUTE REMAINED DEEPLY COMMITTED TO ITS MISSION OF HELPING PEOPLE EVERYWHERE EXPLORE AND EXPAND THEIR OWN CONSCIOUSNESS. ON CAMPUS, RESIDENTIAL PROGRAMS WERE FILLED WITH...

Read more

IN 2025, THE MONROE INSTITUTE REMAINED DEEPLY COMMITTED TO ITS MISSION OF HELPING PEOPLE EVERYWHERE EXPLORE AND EXPAND THEIR OWN CONSCIOUSNESS. ON CAMPUS, RESIDENTIAL PROGRAMS WERE FILLED WITH PARTICIPANTS FROM AROUND THE WORLD, OPERATING AT 95.9% CAPACITY. FOR THOSE UNABLE TO TRAVEL, VIRTUAL AND ONLINE OFFERINGS BROUGHT THAT SAME CARE AND GUIDANCE INTO LIVES GLOBALLY INCLUDING A NEWLY LAUNCHED LOW-PRICE, SELF-GUIDED COURSE, THAT HAS REACHED OVER 1,500 PARTICIPANTS. THE EXPAND APP CONTINUED TO SERVE AS AN ACCESSIBLE DAILY COMPANION IN OUR FREE AND PAID VERSIONS. THERE WAS A CONTINUED EFFORT TO INCREASE OUR COMMUNITY-BASED PARTICIPATION GROWING OUR NUMBER OF MONROE COMMUNITY GROUPS AND ACTIVE MEMBERS IN 2025.OVERALL, THESE ACTIVITIES SUPPORT MONROE'S LONGER-TERM GOALS OF EXPANDING ACCESS TO MONROE-SUPPORTED EXPERIENCES AT SCALE WHILE MAINTAINING PROGRAM QUALITY, STRENGTHENING COMMUNITY SUPPORT STRUCTURES, AND BUILDING SUSTAINABLE DELIVERY CHANNELS TO INCREASE PUBLIC BENEFIT OVER TIME.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $528,205
Program Service Revenue $5,387,368
Investment Income $195,795
Other Revenue $1,583,428
TOTAL REVENUE $7,694,796

Expense Breakdown

Grants Paid $93,762
Salaries & Benefits $3,138,560
Fundraising Expenses $352,577
Program Expenses $6,195,680
Other Expenses $4,063,541
TOTAL EXPENSES $7,295,863

Year-over-Year Comparison

2025 2024 Change
Revenue $7,694,796 $5,975,703 +0.3%
Expenses $7,295,863 $5,650,201 +0.3%
Net Income $398,933 $325,502 +0.2%
Key Indicators
✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
8
Independent Members
7
Employees
53
Volunteers
7

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
4
$208,377
Total Directors
8
$208,377
Key Employees
1
$181,556
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ALLYN EVANS PRESIDENT 40.00
Officer Director
$188,332 $20,045 $208,377
ANOOP MENON DIRECTOR 0.30
Director
$0 $0 $0
FRANK KENNA TREASURER 0.30
Officer Director
$0 $0 $0
JOEL MCGINLEY BOARD CHAIR 0.30
Officer Director
$0 $0 $0
KERRY FISHER DIRECTOR 0.30
Director
$0 $0 $0
LISA SHEA DIRECTOR 0.30
Director
$0 $0 $0
LUIGI SCIAMBARELLA SECRETARY 2.00
Officer Director
$0 $0 $0
RACHEL BAGLEY DIRECTOR 0.30
Director
$0 $0 $0
PAUL CITARELLA CTO 40.00
Key Emp
$160,690 $20,866 $181,556
JUSTIN HEADLEY TECH LEAD 40.00
Highest
$159,017 $786 $159,803
MELISSA EWING UX/UI LEAD 40.00
Highest
$155,302 $8,528 $163,830
NANCY MCLAUGHLIN-WALTER DIRECTOR OF RESEARCH 40.00
Highest
$113,216 $282 $113,498
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 $7,694,796 $7,295,863 $6,538,658 $398,933
2024 No data No data No data No data
2023 $4,221,775 $5,274,465 $4,047,002 $-1,052,690
2022 $3,940,079 $4,495,696 $4,458,497 $-555,617
2021 $2,356,688 $3,870,116 $4,953,223 $-1,513,428
2020 $3,035,263 $2,203,481 $6,300,323 $831,782
2019 $4,552,691 $2,673,902 $5,502,633 $1,878,789
2019 $4,552,691 $2,673,902 $5,502,633 $1,878,789
2018 $2,692,064 $2,626,408 $3,269,265 $65,656
Explore More Nonprofits
→Top 100 Nonprofits in Virginia →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare THE MONROE INSTITUTE with other nonprofits in Virginia and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.