ESALEN INSTITUTE (EIN 946114235) - 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

1963

Legal Domicile

Principal Officer

CAMILLE WRIGHT

Phone

8312501022

Tax Period

2023-01-01 to 2023-12-31

ESALEN INSTITUTE, founded in 1963, is a mid-sized nonprofit in the Social Science sector that reported $22.7M in total revenue in fiscal year 2023. Expenses of $21.0M left a modest 7% surplus.

Mission

TO ENCOURAGE WORK IN THE HUMANITIES AND SCIENCES THAT PROMOTES HUMAN VALUES AND POTENTIALS, SERVING OVER 20,000 VISITORS ANNUALLY

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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 $1,202,793

Program Service Revenue $20,724,141

Investment Income $361,233

Other Revenue $417,515

TOTAL REVENUE $22,705,682

Expense Breakdown

Grants Paid $2,560,889

Salaries & Benefits $7,873,364

Fundraising Expenses $326,733

Program Expenses $14,878,511

Other Expenses $10,588,193

TOTAL EXPENSES $21,022,446

Year-over-Year Comparison

	2023	2022	Change
Revenue	$22,705,682	$21,769,656	+0.0%
Expenses	$21,022,446	$16,690,069	+0.3%
Net Income	$1,683,236	$5,079,587	-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

188

Volunteers

2225

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

$637,998

Total Directors

$26,090

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAMILLE WRIGHT	CEO/EXECUTIVE DIRECTOR	40.00	Officer	$431,949	$31,167	$463,116
JACY CARROLL	DIRECTOR OF FINANCE	40.00	Officer	$164,337	$10,545	$174,882
ANAIS GABAN	DIRECTOR OF OPERATIONS	40.00	Highest	$148,003	$12,410	$160,413
AMY OLIVER	CHIEF OF STAFF	40.00	Highest	$124,663	$11,137	$135,800
MARY OBRIEN	DIRECTOR OF DEVELOPMENT	40.00	Highest	$122,664	$10,844	$133,508
SRAVANA BORKATAKY-VARMA	DIRECTOR	6.00	Director	$16,465	$0	$16,465
WILLIAM DONIUS	DIRECTOR	6.00	Director	$9,625	$0	$9,625
DAVE MORIN	CHAIRMAN OF THE BOARD	10.00	Officer Director	$0	$0	$0
GORDON WHEELER	PRESIDENT	10.00	Officer Director	$0	$0	$0
MARY ELLEN KLEE	SECRETARY	10.00	Officer Director	$0	$0	$0
MICHAEL MURPHY	DIRECTOR	6.00	Director	$0	$0	$0
CHARLIE STANG	DIRECTOR	6.00	Director	$0	$0	$0
JEFFREY KRIPAL	DIRECTOR	6.00	Director	$0	$0	$0
ANISA MEHDI	DIRECTOR	6.00	Director	$0	$0	$0
BILL JAMES	DIRECTOR	6.00	Director	$0	$0	$0
ANNABEL TEAL	DIRECTOR	6.00	Director	$0	$0	$0
TANYA LUHRMANN	DIRECTOR	6.00	Director	$0	$0	$0
JUSTIN MICHAEL WILLIAMS	DIRECTOR	6.00	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
2024	No data	No data	No data	No data
2023	$22,705,682	$21,022,446	$68,109,549	$1,683,236
2022	$21,769,656	$16,690,069	$66,638,813	$5,079,587
2021	$15,050,891	$14,167,823	$34,049,959	$883,068
2020	$6,295,141	$12,630,269	$31,670,799	$-6,335,128
2019	$18,733,490	$18,021,334	$37,818,473	$712,156
2018	$18,767,147	$16,278,474	$36,970,673	$2,488,673

ESALEN INSTITUTE