IMMIGRATION INSTITUTE OF THE BAY AREA (EIN 941156554) - 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

1918

Legal Domicile

Principal Officer

ELLEN DUMESNIL

Phone

4155388100

Tax Period

2023-07-01 to 2024-06-30

IMMIGRATION INSTITUTE OF THE BAY AREA, founded in 1918, is a community nonprofit in the Arts, Culture & Humanities sector that reported $8.2M in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. Expenses of $7.2M left a modest 13% surplus.

Mission

THE IMMIGRATION INSTITUTE OF THE BAY AREA HELPS IMMIGRANTS, REFUGEES, AND THEIR FAMILIES JOIN AND CONTRIBUTE TO THE COMMUNITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $7,186,274

Program Service Revenue $836,396

Investment Income $128,885

Other Revenue $60,011

TOTAL REVENUE $8,211,566

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,001,650

Fundraising Expenses $448,531

Program Expenses $5,376,975

Other Expenses $1,180,074

TOTAL EXPENSES $7,181,724

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,211,566	$5,960,590	+0.4%
Expenses	$7,181,724	$6,353,055	+0.1%
Net Income	$1,029,842	$-392,465	-3.6%

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

721

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

$352,866

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SATYEN POPAT	PRESIDENT	2.00	Officer Director	$0	$0	$0
ANNE PESKOE	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JOEY YANG	SECRETARY	2.00	Officer Director	$0	$0	$0
ANTOINE ORARD	TREASURER	2.00	Officer Director	$0	$0	$0
JENNIFER BECKETT	DIRECTOR	2.00	Director	$0	$0	$0
STEVE HERMAN	DIRECTOR	2.00	Director	$0	$0	$0
SEAN MCCORMICK	DIRECTOR	2.00	Director	$0	$0	$0
ORNA RESNEKOV	DIRECTOR	2.00	Director	$0	$0	$0
GREGORY PARKS	DIRECTOR	2.00	Director	$0	$0	$0
BALA SURESH	DIRECTOR	2.00	Director	$0	$0	$0
AGNIESZKA PURVES	DIRECTOR	2.00	Director	$0	$0	$0
ELLEN DUMESNIL	EXECUTIVE DIRECTOR	37.50	Officer	$218,387	$10,707	$229,094
DEKRI VONAN	FINANCE & ADMIN DIRECTOR	37.50	Officer	$107,997	$15,775	$123,772
SHERYL MUNOZ-BERGMAN	DEPUTY DIRECTOR (THRU 3/23)	37.50	Highest	$111,910	$13,229	$125,139
CATHERINE SEITZ	LEGAL DIRECTOR	37.50	Highest	$112,079	$11,694	$123,773
ELEONORE I ZWINGER	EAST BAY REGIONAL DIRECTING ATTORNEY	37.50	Highest	$107,373	$6,730	$114,103
JUAN ORTIZ	NORTH BAY REGIONAL DIRECTING ATTORNEY	37.50	Highest	$100,850	$6,048	$106,898

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	No data	No data	No data	No data
2024	$8,211,566	$7,181,724	$10,216,841	$1,029,842
2023	$5,960,590	$6,353,055	$9,199,229	$-392,465
2022	$6,501,552	$6,009,613	$7,791,093	$491,939
2021	$6,922,510	$5,275,627	$7,526,224	$1,646,883
2020	$6,248,401	$4,974,635	$5,210,341	$1,273,766

IMMIGRATION INSTITUTE OF THE BAY AREA