Lake Nona Institute Inc
Nonprofit profile at a glance
- EIN
- 273346737
- IRS 990 coverage
- 2012–2025
- Forms available
- Form 990 2025
- Location
- Orlando, FL, USA
- Phone
- 4078886506
- Rating
- 84
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Research Institutes and/or Public Policy Analysis
Reported finances
- Revenue
- $2,118,000
- Expenses
- $2,257,520
- Assets
- $2,422,859
- Liabilities
- $2,354,059
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- RASESH THAKKAR (DIRECTOR/VICE PRESIDENT)
- GLORIA CAULFIELD (PRESIDENT)
People named in this filing
- NICHOLAS F BEUCHER III (DIRECTOR/VP/TREASURER)
- RASESH THAKKAR (DIRECTOR/VICE PRESIDENT)
- ALEXANDRA SILVERTON (DIRECTOR/VP/SECRETARY)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Lake nona institute is a collaborative community focused institute dedicated to developing, activating, and measuring the impact of innovative technologies and programs that can become global models for building healthy, sustainable, and inspired communities.
What it reported doing in 2025
See schedule olake nona institute is organized around three "pillars or areas of focus health and wellness, sustainability, and education. Lake nona institute's signature project is a collaboration with johnson & johnson. The "lake nona life project" is working to advance research on community based health and wellness. This study is intended to continue for multiple years.also, lake nona institute conducts the impact forum, an invitational event held to unlock innovation to create sustainable health communities and advance the quality of life by exploring the intersections of wellness, sustainable living, and education. There are approximately 250 attendees at the forum, which provides opportunities for inspiring presentations, high-quality networking and hands-on innovation sessions, allowing all delegates to play an active role and provide meaningful and lively input. The goal of this event is to generate new innovative approaches and scientific pursuits, that are designed to be replicated and scaled on a global level.
Operating model
- Revenue model
- Donor-supported. 100% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 88
- Transparency & Controls: 92
- Accountability: 76
- Sustainability: 28
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 98.3%; rating input score 98
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 3 of 7 controls in place; rating input score 43
- Conflict-of-interest policy: Pass
- Whistleblower policy: Fail
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: -6.6%; rating input score 13; 13th percentile among comparable filings
- Total-asset coverage ratio: 1.07; rating input score 36; 36th percentile among comparable filings
- Liabilities to assets ratio: 0.97; rating input score 3; 3rd percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 90; 90th percentile among comparable filings
Growth
- Program expense growth: 11.1% per year; rating input score 100; 64th percentile among comparable filings
- Revenue growth: 9.3% per year; rating input score 100; 63rd percentile among comparable filings
- Asset growth: 11.3% per year; rating input score 100; 63rd percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 98.3% of spending went to programs
- Governance: 3 of 3 board members independent · 3 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $2.2M in reported program spending
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 23 of 23 current checks pass
- Schedules: 4 filed schedules · includes major donors
- Filing history: 14 filing years from 2012 to 2025
- Contacts: How to reach this organization
- Money network: Resolved incoming and outgoing counterparties from filed money flows.
- Related organizations: 1 filed related-organization link
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Accountability: Governance controls: 3 of 6 not reported.
- High — Sustainability: Operating margin scored 13/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 36/100.
- High — Sustainability: Liabilities to assets ratio scored 3/100.