Lake Merritt Institute (EIN 943214160) - 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

1992

Legal Domicile

Principal Officer

James Robinson

Phone

5102382290

Tax Period

2024-07-01 to 2025-06-30

Lake Merritt Institute, founded in 1992, is a small nonprofit in the Environment sector that reported $308K in total revenue in fiscal year 2024.

Mission

A charitable organization to maintain and enhance Lake Merritt.

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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 $308,288

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $308,288

Expense Breakdown

Grants Paid $0

Salaries & Benefits $209,421

Fundraising Expenses $27,116

Program Expenses $233,255

Other Expenses $97,231

TOTAL EXPENSES $306,652

Year-over-Year Comparison

	2024	2023	Change
Revenue	$308,288	$319,285	0.0%
Expenses	$306,652	$287,794	+0.1%
Net Income	$1,636	$31,491	-0.9%

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

$81,872

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christine Brigagliano	Chairperson	1.00	Officer Director	$0	$0	$0
John Bowers	Vice Chair	1.00	Officer Director	$0	$0	$0
Andrew Young	Secretary	1.00	Officer Director	$0	$0	$0
Josiah Albertsen	Treasurer	1.00	Officer Director	$0	$0	$0
Tony Bald	Board Member	1.00	Director	$0	$0	$0
Susan Campodonico	Board Member	1.00	Director	$0	$0	$0
Katie Noonan	Board Member	1.00	Director	$0	$0	$0
Damon Tighe	Board Member	1.00	Director	$0	$0	$0
James Robinson	Executive Director	40.00	Officer	$81,872	$0	$81,872

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	$308,288	$306,652	$85,040	$1,636
2024	$319,285	$287,794	$83,404	$31,491
2023	$263,530	$254,799	$51,914	$8,731
2022	$176,995	$212,535	$14,076	$-35,540
2022	$247,935	$254,368	$43,183	$-6,433
2021	$237,953	$238,575	$49,616	$-622
2020	$213,796	$198,992	$50,238	$14,804

Lake Merritt Institute