Institute of Qigong & Integrative Medicine (EIN 911766522) - 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

1996

Legal Domicile

Principal Officer

Leanne Preble

Tax Period

2020-01-01 to 2020-12-31

Institute of Qigong & Integrative Medicine, founded in 1996, is a small nonprofit that reported $215K in total revenue in fiscal year 2020. Revenue fell 51% from the prior year — a significant decline worth monitoring. Expenses of $300K exceeded revenue, resulting in a 40% operating deficit.

Mission

Our mission is to provide exemplary education, wellness services, and training for the development of Qi-mind-body-soul integration that will empower individuals in self-healing and fulfillment of their inherent potential.

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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 (2020)

Revenue Breakdown

Contributions & Grants $79,063

Program Service Revenue $131,014

Investment Income $49

Other Revenue $4,416

TOTAL REVENUE $214,542

Expense Breakdown

Grants Paid $0

Salaries & Benefits $216,343

Fundraising Expenses $0

Program Expenses $112,620

Other Expenses $84,031

TOTAL EXPENSES $300,374

Year-over-Year Comparison

	2020	2019	Change
Revenue	$214,542	$441,109	-0.5%
Expenses	$300,374	$371,369	-0.2%
Net Income	$-85,832	$69,740	-2.2%

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

$84,930

Total Directors

$14,968

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Guan-Cheng Sun	Executive Director	36.00	Officer	$76,395	$0	$76,395
Lauri Amidon	Board President	1.00	Officer Director	$8,535	$0	$8,535
Akbar Sparks	Director	7.00	Director	$6,433	$0	$6,433
Leanne Preble	Acting Vice President	3.00	Officer Director	$0	$0	$0
Doug Lewis	Treasurer	1.00	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
2020	$214,542	$300,374	$242,881	$-85,832

Institute of Qigong & Integrative Medicine