Yoga Alliance Foundation (EIN 943079524) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

Shannon Rouche

Phone

5714823355

Tax Period

2023-01-01 to 2023-12-31

YOGA ALLIANCE REGISTRY, founded in 1987, is a small nonprofit in the Education sector that reported $853K in total revenue in fiscal year 2018. Revenue fell 92% from the prior year — a significant decline worth monitoring. Net assets of $15.7M represent 221 months of operating reserves.

Mission

Yoga Alliance Foundation leverages yoga for social impact, and fosters an expansive, accessible, and equitable yoga community.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $212,519

Program Service Revenue $0

Investment Income $363,370

Other Revenue $583,577

TOTAL REVENUE $1,159,466

Expense Breakdown

Grants Paid $227,500

Salaries & Benefits $260,979

Fundraising Expenses $0

Program Expenses $1,149,976

Other Expenses $1,039,927

TOTAL EXPENSES $1,528,406

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,159,466	$790,072	+0.5%
Expenses	$1,528,406	$2,107,213	-0.3%
Net Income	$-368,940	$-1,317,141	-0.7%

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

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

$548,340

Total Directors

$313,300

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Shannon Roche	President & CEO	0.00	Officer Director	$0	$29,954	$313,300
Jo-Ann Bance	Chair	5.00	Director	$0	$0	$0
Terri McDermott	Vice Chair (Until 12/2023)	3.00	Director	$0	$0	$0
Marion Mugs McConnell	Secretary (Until 12/2023)	3.00	Director	$0	$0	$0
Arun Tilak	Treasurer (Until 6/2023)	3.00	Director	$0	$0	$0
Swami Asokananda	Board Member	3.00	Director	$0	$0	$0
Sarahjoy Marsh	Board Member (Until 12/2023)	3.00	Director	$0	$0	$0
Saraswathi Vasudevan	Board Member (Until 12/2023)	3.00	Director	$0	$0	$0
Chandana Achanta	Board Member	3.00	Director	$0	$0	$0
Yoshi Aono	Board Member	3.00	Director	$0	$0	$0
Marsha Banks-Harold	Board Member	3.00	Director	$0	$0	$0
Kristoffer Carter	Board Member	3.00	Director	$0	$0	$0
Siddharth Kulkarni	Board Member	3.00	Director	$0	$0	$0
Lucia Pham-Sinclair	Board Member	3.00	Director	$0	$0	$0
Nisha Devi Rodrigo	Board Member	3.00	Director	$0	$0	$0
Hilary J Mughloo	Chief of Staff	0.00	Officer	$0	$30,738	$235,040
Kristina Graff	Managing Director	17.00	Highest	$102,589	$19,615	$261,000

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
2024	No data	No data	No data	No data
2023	$1,159,466	$1,528,406	$18,885,352	$-368,940
2023	$1,159,466	$1,528,406	$18,885,352	$-368,940
2022	$790,072	$2,107,213	$18,588,791	$-1,317,141
2021	$771,021	$1,780,695	$14,759,426	$-1,009,674
2020	$567,347	$1,964,630	$15,277,745	$-1,397,283
2019	$761,017	$1,311,555	$16,152,315	$-550,538
2018	$853,430	$930,320	$15,829,261	$-76,890

Yoga Alliance Foundation