BAY AREA GESTALT INSTITUTE (EIN 946187640) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Principal Officer

MARGARET GOODWIN

Phone

4156896422

Tax Period

2023-01-01 to 2023-12-31

BAY AREA GESTALT INSTITUTE, founded in 1968, is a community nonprofit in the Social Science sector that reported $1.4M in total revenue in fiscal year 2023. Expenses of $1.2M left a modest 12% surplus.

Mission

TO PROMOTE HEALING, ALIVENESS AND AUTHENTICITY IN OUR COMMUNITIES AND SOCIETY AT LARGE BY TEACHING AND PROVIDING GESTALT PSYCHOTHERAPY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,402,019

Investment Income $238

Other Revenue $2,131

TOTAL REVENUE $1,404,388

Expense Breakdown

Grants Paid $0

Salaries & Benefits $909,881

Fundraising Expenses $0

Program Expenses $1,016,629

Other Expenses $321,196

TOTAL EXPENSES $1,231,077

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,404,388	$1,450,188	0.0%
Expenses	$1,231,077	$1,205,928	+0.0%
Net Income	$173,311	$244,260	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN LIU	TREASURER	20.00	Officer Director	$0	$0	$0
MARGARET GOODWIN	PRESIDENT	20.00	Officer Director	$0	$0	$0
WILL LIPSENTHAL	SECRETARY	20.00	Officer 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	$1,404,388	$1,231,077	$337,873	$173,311
2022	$1,450,188	$1,205,928	$282,067	$244,260
2021	$1,235,317	$1,171,487	$385,559	$63,830
2020	$1,101,723	$921,479	$318,442	$180,244
2019	$723,241	$609,232	$120,129	$114,009
2018	$588,182	$502,674	$175,077	$85,508

BAY AREA GESTALT INSTITUTE