EAGLE HILL INSTITUTE (EIN 010379899) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1981

Legal Domicile

Principal Officer

JOERG-HENNER LOTZE

Phone

2075462821

Tax Period

2023-01-01 to 2023-12-31

EAGLE HILL INSTITUTE is a 501(c)(3) with EIN 010379899, based in STEUBEN, ME. Founded in 1981, the organization files IRS Form 990 and reported its most recent data for fiscal year 2023. In that period, it reported $676,890 in total revenue and $640,205 in total expenses, with net assets of $2,127,153.

Mission

TO CONTRIBUTE TO THE DEVELOPMENT OF A SCHOLARLY FACILITY AT EAGLE HILL, STEUBEN, MAINE THROUGH ADVANCED AND SPECIALIZED IN-PERSON AND ONLINE NATURAL HISTORY SCIENCE TRAINING SEMINARS, PUBLISHING NINE SCHOLARLY SCIENCE JOURNALS AND ONE POLICY JOURNAL, AND SPONSORING CHAMBER MUSIC CONCERTS, PUBLIC LECTURES, AND OTHER COMMUNITY PROGRAMS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $45,992

Program Service Revenue $708,082

Investment Income $-82,091

Other Revenue $4,907

TOTAL REVENUE $676,890

Expense Breakdown

Grants Paid $0

Salaries & Benefits $205,410

Fundraising Expenses $7,015

Program Expenses $579,703

Other Expenses $434,795

TOTAL EXPENSES $640,205

Year-over-Year Comparison

	2023	2022	Change
Revenue	$676,890	$477,757	+0.4%
Expenses	$640,205	$535,580	+0.2%
Net Income	$36,685	$-57,823	-1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$63,648

Total Directors

$63,648

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOERG-HENNER LOTZE	PRESIDENT /	40.00	Officer Director	$62,400	$1,248	$63,648
DR STEVEN BURIAN	TRUSTEE	2.00	Director	$0	$0	$0
DR JOSEPH KAKAREKA	TREASURER	2.00	Officer Director	$0	$0	$0
ROBERT LICHVAR	SECRETARY	2.00	Officer Director	$0	$0	$0
DR ANDREA LOTZE	TRUSTEE	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$676,890	$640,205	$2,214,340	$36,685
2022	$477,757	$535,580	$2,151,443	$-57,823
2021	$671,082	$471,769	$2,217,161	$199,313
2020	$409,113	$450,149	$2,073,969	$-41,036
2019	$597,334	$569,115	$2,104,812	$28,219
2018	$969,282	$507,961	$2,072,115	$461,321

EAGLE HILL INSTITUTE