Felton Institute

EIN: 941156530 501(c)(3)

Alameda, CA

Total Revenue
$75,805,116
Total Expenses
$71,034,202
Total Assets
$48,729,039
Net Assets
$16,508,505
🔒

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
1945
Legal Domicile
CA
Principal Officer
Al Gilbert
Phone
4154747310
Tax Period
2024-07-01 to 2025-06-30

Felton Institute, founded in 1945, is a mid-sized nonprofit that reported $75.8M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $71.0M left a modest 6% surplus.

Mission

Transforms quality of life and promotes social justice to accelerate community led change.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $74,892,889
Program Service Revenue $182,751
Investment Income $1,492
Other Revenue $727,984
TOTAL REVENUE $75,805,116

Expense Breakdown

Grants Paid $0
Salaries & Benefits $52,585,088
Fundraising Expenses $647,722
Program Expenses $54,505,051
Other Expenses $18,449,114
TOTAL EXPENSES $71,034,202

Year-over-Year Comparison

2024 2023 Change
Revenue $75,805,116 $66,751,497 +0.1%
Expenses $71,034,202 $66,157,056 +0.1%
Net Income $4,770,914 $594,441 +7.0%
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
11
Independent Members
11
Employees
812
Volunteers
140

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
6
$1,123,094
Total Directors
12
$0
Key Employees
1
$274,908
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Dr George Woods Chair 2.00
Officer Director
$0 $0 $0
Tamara Steele Vice Chair 2.00
Officer Director
$0 $0 $0
Kathy Neal Secretary 2.00
Officer Director
$0 $0 $0
Dr Benjamin Bowser Board Member (start 1/25) 2.00
Director
$0 $0 $0
Dr Oliver T Brooks Board Member (end 3/25) 2.00
Director
$0 $0 $0
Daniel Costello Board Member 2.00
Director
$0 $0 $0
Alan Dones Board Member (start 1/25) 2.00
Director
$0 $0 $0
Elihu Harris Board Member 2.00
Director
$0 $0 $0
Clifford Nalls Board Member 2.00
Director
$0 $0 $0
Peter Rojo Board Member 2.00
Director
$0 $0 $0
Sarah Vinson Board Member 2.00
Director
$0 $0 $0
Deborah Wafer Board Member 2.00
Director
$0 $0 $0
Al Gilbert CEO 37.50
Officer
$575,339 $0 $575,339
Marvin Davis CFO 37.50
Officer
$276,962 $1,980 $278,942
Yohana Quiroz COO 37.50
Officer
$252,779 $16,034 $268,813
Liz Dalmacio Chief Human Resource Officer 37.50
Key Emp
$248,153 $26,755 $274,908
Marie-Florence Mai-Chi Tieu Psychriatic Nurse Practitioner 37.50
Highest
$225,903 $15,262 $241,165
Biwesh Pradhan Chief Information Officer 37.50
Highest
$210,953 $15,391 $226,344
Yelice Corea Psychiatric Nurse Practitioner 37.50
Highest
$205,249 $19,490 $224,739
Vanessa Simmons Nurse Practitioner 37.50
Highest
$201,273 $15,552 $216,825
Nishina Thomas Psychiatrist 37.50
Highest
$270,721 $17,561 $288,282
Michelle Clarke Medical Director 37.50
$318,380 $17,639 $336,019
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 $75,805,116 $71,034,202 $48,729,039 $4,770,914
2024 No data No data No data No data
2023 $61,450,579 $58,749,492 $31,140,767 $2,701,087
2022 $41,389,498 $41,006,159 $17,837,214 $383,339
2021 $40,502,671 $35,764,907 $19,462,618 $4,737,764
2020 $31,924,280 $32,315,319 $16,253,778 $-391,039
2019 $27,045,510 $26,850,591 $15,397,400 $194,919
2018 $23,838,044 $23,617,737 $8,897,058 $220,307
Explore More Nonprofits
Top 100 Nonprofits in California Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare Felton Institute with other nonprofits in California and across the country.