2025-10-27T11:43:44-05:00 2024-12-31 582487348 Aprio Advisory Group LLC 111 Rockville Pike Suite 600 Rockville MD 20850 990 2024-01-01 943079524 Yoga Alliance Registry YOGA 5714823355 4201 Wilson Boulevard 605 Arlington VA 22203 Shannon Rouche President & CEO 5714823355 2025-08-11 1 1 Stacy Cullen P00974308 3012316200 2025-08-11 2024 2025-03-06 01:10:19Z Yoga Alliance Foundation Shannon Rouche 4201 Wilson Boulevard 605 Arlington VA 22203 9464742 0 X www.yogaalliance.org/foundation X 1987 WA Yoga Alliance advocates for yoga, in its wholeness, and for all human beings in theirs. The Foundation leverages yoga for social impact by initiating strategic partnerships, diverisfying financial investments, and extending advocacy that reaches underserved communities, crisis-affected populations, and educational settings worldwide. 8 7 0 7 0 0 212519 126332 0 0 363370 2742373 583577 539746 1159466 3408451 227500 52681 0 0 260979 302681 0 0 0 1039927 1678702 1528406 2034064 -368940 1374387 18885352 17985593 6745361 6255265 12139991 11730328 X We advocate for yoga, in its wholeness, and for all human beings in theirs. Yoga Alliance Foundation works to foster an expansive, accessible, and inclusive yoga community by leveraging yoga for social impact. Through activated collective care, strategic partnerships, and advocacy, we bring yoga to more places, spaces, and communities around the world, reaching beyond traditional studio settings to make the practice available to everyone who can benefit from its transfomative potential. 0 0 1365364 52681 Through strategic partnerships with mission-adjacent organizations such as RefuSHE, Center for Trauma and Embodiment, Global Refuge, and Ompowerment, Yoga Alliance expanded access to trauma-informed yoga for refugee and displaced populations. Beyond direct service delivery, these partnerships advanced our mission by developing replicable models for trauma-informed yoga programming, creating sustainable training resources and establishing evidence-based practices that position yoga as a valuable component in comprehensive trauma recovery services. The collaborative approach ensured that programming remained culturally responsive and community-led, reflecting our commitment to equity and accessibility. Yoga Alliance supported and collaborated with organizations such as Prison Yoga Project and Challenge to Change to evaluate the impact of yoga on participants' mental and physical health, as a tool to advocate for institutions to make a sustained investment in yoga as a critical service. Participant outcomes, while varying individually, consistently showed measurable improvements in reported sleep quality, perceived stress, and anxiety management. Yoga Alliance will use aggregated data from these and other impact evaluations to advocate for yoga to be included in more social sector programs and environments. Yoga Alliance is partnering with organizations working to integrate yoga into other sectors such as healthcare, as a means to improve overall health and wellness. Yoga Alliance is collaborating with YogaX at Stanford Psychiatry on research to assess experiences, perspectives, barriers, and facilitators to integrating yoga into healthcare. This initiative seeks to advance yoga as a recognized, valued, and reimbursable therapeutic tool in clinical settings. 1365364 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 15 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AR CA FL GA HI IL KS KY MD MI MA MO MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X Hilary Mughloo 5714823355 4201 Wilson Boulevard 605 Arlington VA 22203 Jo-Ann Bance Chair 5.00 5.00 X 0 0 0 Siddharth Kulkarni Secretary (JAN) 3.00 3.00 X 0 0 0 Yoshi Aono Treasurer (JAN) 3.00 3.00 X 0 0 0 Chandana Achanta Board Member 3.00 3.00 X 0 0 0 Swami Asokananda Board Member 3.00 3.00 X 0 0 0 Kristoffer Carter Board Member 3.00 3.00 X 0 0 0 Marion Mugs McConnell Board Member 3.00 3.00 X 0 0 0 Terri McDermott Board Member 3.00 3.00 X 0 0 0 Nisha Devi Rodrigo Board Member 3.00 3.00 X 0 0 0 Marsha Banks-Harold Board Member (JAN-SEPT) 3.00 3.00 X 0 0 0 Lucia Pham-Sinclair Board Member (JAN-MAY) 3.00 3.00 X 0 0 0 Shannon Roche President & CEO 0.80 39.20 X X 8730 473451 37700 Hilary J Mughloo COO 0.80 39.20 X 5351 259545 36239 Toni Carey Vice President of Strategic Communications 0.80 39.20 X 4094 198590 19526 Elana D Reese Head of Community Engagement 0.80 39.20 X 3968 192473 22748 Kristina Graff Managing Director 17.90 22.10 X 108799 133785 29596 130942 1257844 145809 1 0 1 0 0 126332 126332 507783 507783 8290881 6056291 2234590 2234590 2234590 Cost Share Agreement 900099 539746 539746 539746 3408451 0 0 3282119 X 52081 52081 600 600 146563 116821 29742 111181 88619 22562 2580 1844 736 21245 16078 5167 21112 16256 4856 1089 898 191 25949 21397 4552 53088 53088 427084 352170 74914 9606 9606 3181 375 2806 3644 5568 -1924 453370 349095 104275 139492 84039 55453 175903 29284 146619 Relationship Building 220367 220367 Licensing Agreement Exp 155341 155341 Taxes & Licenses 10243 10243 Repairs and Maintenance 345 266 79 2034064 1365364 668700 0 607255 792186 1247044 512505 16252 13464 2803528 2149137 4061 1593 1822029 413715 1734187 1408314 8196808 9883292 143409 133848 4132808 3091254 18885352 17985593 13502 28758 6731859 6226507 6745361 6255265 X 12139991 11730328 12139991 11730328 18885352 17985593 X 1374387 -2582779 798729 X 0 1 X 1 0 X 85926 177216 184629 212519 126332 786622 85926 177216 184629 212519 126332 786622 786622 419040 442190 343054 363314 507783 2075381 1423 583577 539746 1124746 3986749 0.19730 0.23100 X Yoga Alliance Foundation qualifies as a public charity under the "facts and circumstances" test of 1.170A-9(f)(3) of the treasury regulations, based upon the following:Its support, as reported for 2023, is 19.73%, thereby meeting the requirement of 1.170A-9(f)(3)(i).Yoga Alliance Foundation is organized and operated so as to attract new and additional funding on a continuous basis, thereby meeting the requirement of 1.170A-9(f)(3)(ii). Yoga Alliance Foundation has recently undertaken significant efforts to attract new and additional public support. Yoga Alliance Foundation's public support, at 19.73%, is well above the 10% minimum required for the "facts and circumstances" test, thereby meeting the requirement of 1.170A-9(f)(3)(iii). In meeting the requirement of 1.170A-9(f)(3)(i), Yoga Alliance Foundation has received support from a representative number of persons, rather than receiving all or most of its support from the members of a single family, or from a single donor. Yoga Alliance Foundation's current fundraising plans are targeted at a broad base of donors. In this respect, Yoga Alliance Foundation meets the requirement of 1.170A-9(f)(3)(iii)(B).Yoga Alliance Foundation remains an organization committed to serving the public through its work. Yoga Alliance Foundation leverages yoga for social impact, and fosters an expansive, accessible, and equitable yoga community. In 2024, Yoga Alliance Foundation continued its programs and furthered its general mission by supporting initiatives in the following areas: broadening access to yoga's healing potential fostering greater equity and more diverse representation within the yoga community and expanding educational, service, and economic opportunities for yoga teachers. In this manner, Yoga Alliance Foundation meets the requirement of 1.170A-9(f)(3)(iii)(D). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 2034064 2034064 251703 62926 0 0 237073 255361 226420 251703 970557 1455836 59268 63840 56605 62926 242639 363959 1720537 346497 1374040 101492 67218 34274 1408314 Security Deposits 98584 Right of Use Assets 3558163 Due From Affiliate -565493 3091254 Lease Liability 6226507 6226507 X Part X, Line 2: The Organization evaluates uncertainty in income tax positions based on a more-likely-than-not recognition standard. If that threshold is met, the tax position is then measured at the largest amount that is greater than 50% likely of being realized upon ultimate settlement. As of December 31, 2024, there are no accruals for uncertain tax positions. If applicable, the Organization records interest and penalties as a component of income tax expense. Tax years from 2021 through the current year remain open for examination by tax authorities. 1 RefuSHE 17 East Monroe Street Suite 228 Chicago IL 60603 260239864 501(c)(3) 20000 0 Grant to support RefuSHE's mental health program, including integration of yoga, and for RefuSHE to document and share its program model with YAF. 1 Part I, Line 2: Yoga Alliance Foundation meets periodically with the organizations that receive grants and follows up with them as necessary with respect to the grants disbursed. Yoga Alliance Foundation also requests reports and/or written updates from grantees. X 0 0 0 0 0 0 0 0 0 Shannon Roche President & CEO 8730 423451 0 50000 0 0 299 14488 463 22450 9492 510389 0 0 Hilary J Mughloo COO 5351 259545 0 0 0 0 195 9479 537 26028 6083 295052 0 0 Kristina Graff Managing Director 108799 133785 0 0 0 0 4466 5492 8808 10830 122073 150107 0 0 Toni Carey Vice President of Strategic Communic 4094 198590 0 0 0 0 143 6951 251 12181 4488 217722 0 0 Elana D Reese Head of Community Engagement 3968 192473 0 0 0 0 156 7550 304 14738 4428 214761 0 0 Part I, Line 3 The organization has a limited number of employees. The organization has a cost-sharing agreement with Yoga Alliance, a related organization. Under this shared by the organization, and officer compensation is determined by the methods to establish compensation of the President/CEO: approval by the or survey. Agreement, labor costs are allocated to the organization. The officers are executive committee of the board of yoga alliance. Yoga Alliance uses the following board or compensation committee, compensation committee, compensation study. Form 990, Compensation: Yoga Alliance Foundation is related to Yoga Alliance, a 501(c)(6) organization. Yoga Alliance pays all of the compensation and issues the Form W-2s for all the employees of the organizations. Yoga Alliance Foundation reimburses Yoga Alliance for the work done for yoga alliance registry through a cost share agreement between the two entities. Included in the cost share agreement is reimbursement to Yoga Alliance for the compensation paid to Kristina Graff, the managing director of Yoga Alliance Foundation. Yoga Alliance Yoga Alliance is 35%+ controlled entity with 100% board overlap Purchase of all Yoga Alliance Foundation assets X 5668782 2149137 0 1 1 2149137 Form 990, Part VI, Section B, line 11b The Form 990 is prepared by the external auditors. The information is provided by the senior accountant and accounting manager. The board receives a copy of the Form 990 before it is filed with the IRS. Form 990, Part VI, Section B, line 12c Annually, each board member and key employee is asked to sign a consent form indicating that they will not engage in actions that may constitute an actual, apparent, or potential conflict of interest with the mission and activities of the Yoga Alliance and will disclose to the board of directors, on the prescribed form and periodically as facts dictate, any such conflicts of interest and any business, financial, and organizational interests and affiliations that are or could be construed to be a conflict of interest. If a conflict of interest arises, the board considers the matter, with the board member with the potential conflict of interest recusing themselves form the matter. When an employee wishes to serve on boards, commissions, or in other outside activities that are in the public interest, they must first confirm with the President/CEO that the voluntary service is appropriate and does not present a conflict of interest with their work for Yoga Alliance. If a conflict of interest arises, Yoga Alliance interviews the employee in question to review the possible conflict. If it was determined that the employee had a genuine conflict of interest, he/she would be asked to cease the activity immediately to continue with employment. Form 990, Part VI, Section B, line 15 The President and CEO's compensation is determined by the executive committee of the board of directors of Yoga Alliance, a related organization. The bod reviews the performance of the President and CEO and determines compensation on an annual basis. The BOD also discusses compensation with outside counsel and purchases data that compares compensation for association and membership executives. Data is very detailed and breaks the information down regarding the organization's annual budget, number of employees, years in position and geographic location. Information is shared and reviewed with the executive committee. The last review took place in May 2019. Form 990, Part VI, Section C, line 19 Yoga Alliance Foundation provides documents upon request. Form 990, Part IX, line 11g Professional Fees: Program service expenses 352,170. Management and general expenses 74,914. Fundraising expenses 0. Total expenses 427,084. Form 990, Part XI, line 9: Cost Basis Adjustment on Investments 958,260. Impairment Gain/Loss -159,531. Yoga Alliance 4201 Wilson Boulevard Suite 605 Arlington VA 22203 383849013 Trade Association VA 501(c)(6) 0 0 0 0 1 0 0 0 0 0 1 0 1 0 1 0 0 0 0 1 Yoga Alliance D 2149137 Book Yoga Alliance E 565493 Due to Yoga Alliance L 539746 Cost Share Agreement Yoga Alliance N 302275 Personnel Charges Yoga Alliance Q 155341 Licensing Agreement Yoga Alliance S 112771 Interest Booked