The Monroe Institute

Nonprofit profile at a glance

EIN
900681223
IRS 990 coverage
2011–2025
Forms available
Form 990 2025
Location
Faber, VA, USA
Phone
4343611500
Rating
79
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Education N.E.C.

Official website

Reported finances

Revenue
$7,694,796
Expenses
$7,295,863
Assets
$6,538,658
Liabilities
$3,334,486

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • ALLYN EVANS (PRESIDENT)

Highest reported compensation

  • ALLYN EVANS (PRESIDENT): $208,377 total reported compensation
  • PAUL CITARELLA (CTO): $181,556 total reported compensation
  • MELISSA EWING (UX/UI LEAD): $163,830 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The monroe institute furthers the exploration experience and exploration of consciousness, expanded awareness, and discovery of self using technology, education, research and development.

What it reported doing in 2025

In 2025, the monroe institute remained deeply committed to its mission of helping people everywhere explore and expand their own consciousness. On campus, residential programs were filled with participants from around the world, operating at 95.9% capacity. For those unable to travel, virtual and online offerings brought that same care and guidance into lives globally including a newly launched low-price, self-guided course, that has reached over 1,500 participants. The expand app continued to serve as an accessible daily companion in our free and paid versions. There was a continued effort to increase our community-based participation growing our number of monroe community groups and active members in 2025.overall, these activities support monroe's longer-term goals of expanding access to monroe-supported experiences at scale while maintaining program quality, strengthening community support structures, and building sustainable delivery channels to increase public benefit over time.

Operating model

Revenue model
Earned-program. 86% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 98% 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.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 84
  • Transparency & Controls: 76
  • Accountability: 79
  • Sustainability: 34
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 98.6%; rating input score 99
  • Program expense ratio: 84.9%; rating input score 85
  • Fundraising efficiency: $1.5 raised per $1 spent on fundraising; rating input score 3; 3rd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 18th percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 75th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 87.5%; rating input score 88; 20th percentile among comparable filings
  • Governance controls: 6 of 9 controls in place; rating input score 67
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 5.2%; rating input score 43; 43rd percentile among comparable filings
  • Total-asset coverage ratio: 0.9; rating input score 30; 30th percentile among comparable filings
  • Liabilities to assets ratio: 0.51; rating input score 16; 16th percentile among comparable filings
  • Officer compensation ratio: 11.3%; rating input score 30; 30th percentile among comparable filings

Growth

  • Program expense growth: 9.4% per year; rating input score 100; 58th percentile among comparable filings
  • Revenue growth: 7.9% per year; rating input score 100; 57th percentile among comparable filings
  • Asset growth: 6.2% per year; rating input score 100; 40th percentile among comparable filings

Details

  • Where the money goes: 98.6% of revenue deployed · 84.9% of spending went to programs
  • Governance: 7 of 8 board members independent · 6 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $6.2M in reported program spending
  • Leadership: top reported pay $208K · 12 people listed · 2 of 6 pay-setting controls reported
  • Highest-paid contractors: 2 contractors listed · $411K reported
  • Consistency: 32 of 33 current checks pass · 1 finding to review
  • Schedules: 7 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 15 filing years from 2011 to 2025
  • Contacts: How to reach this organization
  • Money network: 6 filed money-flow records
  • 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 3/100.
  • Review — Accountability: Governance controls: 3 of 9 not reported.
  • Moderate — Sustainability: Operating margin scored 43/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 30/100.
  • High — Sustainability: Liabilities to assets ratio scored 16/100.
  • Moderate — Sustainability: Officer compensation ratio scored 30/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.