Nonprofit · EIN 95-4839511
HEADINGTON INSTITUTE
Tax-exempt · S PASADENA, CA 91031
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,388,686 | $1,304,903 | $83,783 | $1,162,590 | $101,834 | $1,060,756 |
| June 30, 2024 | 990 | $1,553,217 | $1,505,015 | $48,202 | $1,104,555 | $127,582 | $976,973 |
| June 30, 2023 | 990 | $1,431,414 | $1,431,935 | -$521 | $981,821 | $95,936 | $885,885 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,034,154
- Program service revenue
- $354,325
- Investment income
- $207
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $328,558
- Other salaries and wages
- $339,961
- Salaries, compensation and benefits (total)
- $843,002
- Professional fundraising fees
- $0
- Legal fees
- $7,573
- Accounting fees
- $14,200
- Occupancy
- $2,900
- Travel
- $30,994
- Depreciation
- $10,921
- Program services (functional)
- $916,733
- Management and general (functional)
- $224,862
- Fundraising (functional)
- $163,308
Balance sheet and other
- Total assets, start of year
- $1,104,555
- Total assets, end of year
- $1,162,590
- Total liabilities, end of year
- $101,834
- Net assets, end of year
- $1,060,756
- Land, buildings and equipment
- $10,027
- Net assets without donor restrictions
- $894,904
- Net assets with donor restrictions
- $165,852
- Gross receipts
- $1,388,686
- Employees
- 9
- Volunteers
- 9
- Year formed
- 2001
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DIANE FLANNERY | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $221,680 | $29,294 |
| SCOTT GROVER | DIRECTOR OF CLINICAL SERVI Highest-paid employee | 40 | $147,571 | $45,827 |
| LEAH PORTER | BOARD CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| SHARON WURTZEL | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| MICHELLE BANKS | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JOCK EBNER | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PAM FOGG | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| MIA HAUGEN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| T CHRISTOPHER MARTIN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LUANN YOCKY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JOAN RIBOLI | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DIANE FLANNERY | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $225,775 | $12,040 |
| SCOTT GROVER | DIRECTOR OF CLINICAL SERVI Highest-paid employee | 40 | $156,594 | $38,867 |
| ALICE SCHRUBA | SR. CONSULTING PSYCHOLOGIST Highest-paid employee | 40 | $105,710 | $13,170 |
| LEAH PORTER | BOARD CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| JOCK EBNER | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JOAN RIBOLI | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| T CHRISTOPHER MARTIN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PAM FOGG | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| MICHELLE BANKS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| SHARON WURTZEL | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LUANN YOCKY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES GUY | PAST PRESIDENT AND FOUNDER Trustee or director | 40 | $224,118 | $51,462 |
| SCOTT GROVER | DIRECTOR OF CLINICAL SERVI Highest-paid employee | 40 | $139,186 | $44,496 |
| LEAH PORTER | BOARD CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| JOCK EBNER | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JOAN RIBOLI | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| T CHRISTOPHER MARTIN | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| PAM FOGG | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| MICHELLE BANKS | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| JOHN ROMERO RETIRED 53023 | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
| LUANN YOCKY | BOARD MEMBER Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 265, S PASADENA, CA 91031-0265
- In care of
- % JAMES D GUY JR
- Principal officer (990 for 2024)
- LEAH PORTER, PO BOX 90966, PASADENA, CA 91109
- Signed the 990
- LEAH PORTER, BOARD CHAIR
- Phone
- (626) 229-9336
- Website
- WWW.HEADINGTON-INSTITUTE.ORG
- Return prepared by
- HENSIEK & CARON CPA'S
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4839511 or by the name HEADINGTON INSTITUTE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO SHAPE THE FUTURE OF SUSTAINABLE WORK BY RELENTLESSLY DELIVERING HIGH-QUALITY, EVIDENCE-BASED MENTAL HEALTH SOLUTIONS TO ORGANIZATIONS AND THEIR STAFF OPERATING IN HIGH-STRESS SETTINGS WORLDWIDE. WE DO THIS BY RESEARCHING, ASSESSING, DEVELOPING, AND DELIVERING PRODUCTS AND SERVICES THAT ARE TRAUMA-INFORMED TO SUPPORT ORGANIZATIONS AND THEIR STAFF WORLDWIDE.
Program accomplishments
- COUNSELING: COUNSELING SERVICES AND INDIVIDUAL ASSESSMENTS WERE PROVIDED ACROSS GREAT DISTANCES DAILY VIA ZOOM, SKYPE, AND SECURE TELEHEALTH PLATFORMS TO THOSE WORKING IN REMOTE AND HIGH-RISK LOCATIONS TO PROVIDE CONFIDENTIAL SUPPORT SESSIONS. THESE SERVICES HELPED STAFF PREPARE FOR HIGH STRESS ASSIGNMENTS, SUPPORT THEM DURING THEIR ASSIGNMENTS, AND ASSIST THEIR RE-ENTRY UPON RETURN.Expenses $212,152 · revenue $124,780
- TRAINING: TRAINING SERVICES WERE RENDERED TO STAFF IN HIGH-RISK AND HIGH-STRESS ENVIRONMENTS ACROSS THE GLOBE TO FACILITATE INTERACTIVE AND INFORMATIVE DISCUSSIONS ON TOPICS PERTAINING TO ALL FACETS OF PSYCHOSOCIAL WELLBEING. THROUGH BOTH VIRTUAL AND IN-PERSON GROUP TRAINING, TEAMS LEARNED HOW TO IMPROVE COMMUNICATION AND CONFLICT RESOLUTION IN CROSS-CULTURAL ENVIRONMENTS, COPE WITH SLEEP DYSREGULATION, MAINTAIN MEANINGFUL RELATIONSHIPS, MANAGE STRESS IN HIGH-RISK ENVIRONMENTS, AND MORE.Expenses $231,206 · revenue $200,545
- ASSESSMENTS:OUR ASSESSMENTS ADDRESS THE UNIQUE PERSONAL FACTORS THAT SUPPORT BRAIN HEALTH, RESILIENCE, PERSONAL WELLBEING AND THRIVING. AS PART OF THE ASSESSMENT, STAFF WHO COMPLETE THIS THOROUGH PROCESS RECEIVE FEEDBACK ON THEIR RESULTS AND RECOMMENDATIONS ON HOW TO PROCEED.Expenses $130,464 · revenue $24,400
- ONLINE RESOURCES, RESEARCH AND OTHER PROGRAMSExpenses $342,911 · revenue $4,600
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 95-4839511
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mental health and crisis intervention (F60)
- Assets (IRS master file)
- $1,162,590
- Income (IRS master file)
- $1,388,686
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,388,686 | $1,304,903 | $1,162,590 | XML |
| 990 | June 2024 | $1,553,217 | $1,505,015 | $1,104,555 | XML |
| 990 | June 2023 | $1,431,414 | $1,431,935 | $981,821 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-4839511).
Questions about HEADINGTON INSTITUTE
- What is the EIN of HEADINGTON INSTITUTE?
- The employer identification number (EIN) of HEADINGTON INSTITUTE is 95-4839511.
- Is HEADINGTON INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to HEADINGTON INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEADINGTON INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HEADINGTON INSTITUTE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEADINGTON INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HEADINGTON INSTITUTE?
- The 990 for the year ended June 30, 2025 names LEAH PORTER.
- Who are the officers and directors of HEADINGTON INSTITUTE?
- The 990 for the year ended June 30, 2025 lists 11 people; 2 received compensation from the organization, the highest $221,680 (DIANE FLANNERY, EXECUTIVE DIRECTOR).
- How much revenue does HEADINGTON INSTITUTE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,388,686, expenses of $1,304,903 and total assets of $1,162,590 at year end.
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All nonprofits in S PASADENA · California · Mental health and crisis intervention