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Lake Nona Institute Inc

EIN 27-3346737 · Orlando, FL

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthFair57 out of 100GovernanceFair61 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

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.

Income
$2.0 million
Spending
$1.9 million
Spent on programs
99%
Reserves
1.3 months of spending
Largest source of income
donations and private grants, 100%
Employees
0
Volunteers
3

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Fair: 57 out of 100. Higher than 29% of charities in its peer group (health care, $1m to $10m).

  • Reserves

    10 of 35

    Spendable reserves would cover 1.3 months of spending.

  • Debt

    2 of 20

    It owes 87% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 2% of income.

  • Income trend

    15 of 15

    Income rose 9% on the year before.

  • Spending floor

    15 of 15

    99% of spending went to programs and raising each dollar of donations cost 0 cents.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Fair: 61 out of 100. Higher than 12% of charities in its peer group (health care, $1m to $10m).

  • Independent board

    18 of 25

    3 of 3 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    0 of 8

    Reports no written whistleblower policy.

  • Record keeping policy

    0 of 7

    Reports no written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Independent check of accounts

    0 of 15

    Its accounts were not audited or reviewed by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (1)
  1. $1.9 million spent. 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.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated September 10, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending December 2024.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since July 2011.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.