ELIOT INSTITUTE

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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

1952

Legal Domicile

Principal Officer

Lynn Sabourin

Phone

2063958111

Tax Period

2024-02-01 to 2025-01-31

ELIOT INSTITUTE, founded in 1952, is a small nonprofit in the Religion sector that reported $514K in total revenue in fiscal year 2024. Expenses of $483K left a modest 6% surplus.

Mission

Eliot Institute creates and supports an intentional, inclusive community of celebration, friendship, and joy with opportunities for exploration, spirituality, and growth for Unitarian Universalists, their families and friends.

Program Service Accomplishments

Program 1

Expenses: $434,710 Revenue: $473,975

Individuals of all ages attended four camps at the Seabeck Conference Center. Participants engaged in spiritual and intellectual growth and fellowship (646 campers).

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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 $28,074

Program Service Revenue $473,975

Investment Income $12,109

Other Revenue $0

TOTAL REVENUE $514,158

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $434,710

Other Expenses $458,413

TOTAL EXPENSES $483,413

Year-over-Year Comparison

	2024	2023	Change
Revenue	$514,158	$514,430	0.0%
Expenses	$483,413	$494,276	0.0%
Net Income	$30,745	$20,154	+0.5%

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

646

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
Rick Duncan	Board Member	4	Director	$0	$0	$0
Janelle Durham	Board Member	4	Director	$0	$0	$0
Carla Mandy	Board Member	4	Director	$0	$0	$0
Rory McLeod	Board Member	4	Director	$0	$0	$0
McKenna Niemer	Board Member	4	Director	$0	$0	$0
Lynn Sabourin	President	8	Officer Director	$0	$0	$0
Jody Feldman	President Elect	4	Officer Director	$0	$0	$0
Jean DeVenney	Vice President	4	Officer Director	$0	$0	$0
Xander Simmons	Treasurer	4	Officer 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
2025	$514,158	$483,413	$269,934	$30,745
2024	$514,430	$494,276	$230,609	$20,154
2023	$454,075	$437,195	$220,714	$16,880
2022	$109,019	$119,534	$244,177	$-10,515
2021	$27,494	$78,331	$226,080	$-50,837
2020	$456,577	$455,259	$262,935	$1,318
2019	$476,546	$464,497	$270,837	$12,049