THE TAMALPA INSTITUTE (EIN 946090882) - 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

1962

Legal Domicile

Principal Officer

DARIA HALPRIN-KHALIGHI

Phone

4154578555

Tax Period

2024-07-01 to 2025-06-30

THE TAMALPA INSTITUTE, founded in 1962, is a small nonprofit that reported $498K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Net assets of $1.0M represent 24 months of operating reserves.

Mission

To provide movement-based expressive arts training programs and workshops in the Tamalpa Life/Art Process.

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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 $15,280

Program Service Revenue $353,276

Investment Income $127,289

Other Revenue $2,060

TOTAL REVENUE $497,905

Expense Breakdown

Grants Paid $0

Salaries & Benefits $260,623

Fundraising Expenses $2,530

Program Expenses $335,544

Other Expenses $243,233

TOTAL EXPENSES $503,856

Year-over-Year Comparison

	2024	2023	Change
Revenue	$497,905	$592,990	-0.2%
Expenses	$503,856	$503,756	+0.0%
Net Income	$-5,951	$89,234	-1.1%

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

$104,000

Total Directors

$104,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DARIA HALPRIN-KHALIGHI	FOUNDING DIR.	40.00	Officer Director	$104,000	$0	$104,000
SUE HEINEMANN	Secretary	1.00	Officer Director	$0	$0	$0
DANA SWAIN	Chair	1.00	Officer Director	$0	$0	$0
RODMAN MARYMOR	Treasurer	1.00	Officer Director	$0	$0	$0
ALICE RUTKOWSKI	Director	1.00	Director	$0	$0	$0
BRIAN COLLENTINE	Director	1.00	Director	$0	$0	$0
JAMES NIXON	Director	1.00	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
2025	$497,905	$503,856	$1,028,502	$-5,951
2024	$592,990	$503,756	$1,049,500	$89,234
2023	$313,699	$529,506	$859,143	$-215,807
2022	$583,412	$520,367	$963,398	$63,045
2021	$585,334	$489,968	$941,199	$95,366
2020	$491,589	$440,423	$839,799	$51,166
2019	$557,589	$476,438	$914,214	$81,151

THE TAMALPA INSTITUTE