SHAW INSTITUTE (EIN 010455007) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

MATTHEW NEWTON

Phone

2073742135

Tax Period

2023-01-01 to 2023-12-31

SHAW INSTITUTE, founded in 1990, is a small nonprofit in the Environment sector that reported $667K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $190K, a strong 29% operating margin.

Mission

TO DISCOVER AND EXPOSE ENVIRONMENTAL THREATS TO PEOPLE AND WILDLIFE THROUGH INNOVATIVE SCIENCE AND TO ENGAGE IN GLOBAL PARTNERSHIPS TO IMPROVE HUMAN AND ECOLOGICAL HEALTH. THE INSTITUTE PRODUCES SCIENTIFIC RESEARCH THAT DRIVES CHANGE AND INSPIRES SOLUTIONS TO PRESSING ENVIRONMENTAL HEALTH ISSUES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $650,411

Program Service Revenue $8,787

Investment Income $5,811

Other Revenue $1,921

TOTAL REVENUE $666,930

Expense Breakdown

Grants Paid $0

Salaries & Benefits $293,487

Fundraising Expenses $97,943

Program Expenses $250,736

Other Expenses $183,201

TOTAL EXPENSES $476,688

Year-over-Year Comparison

	2023	2022	Change
Revenue	$666,930	$517,126	+0.3%
Expenses	$476,688	$411,066	+0.2%
Net Income	$190,242	$106,060	+0.8%

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

$113,173

Total Directors

$113,173

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MATTHEW NEWTON	CHAIR	0.50	Officer Director	$0	$0	$0
MARK GABRIELSON	TREASURER	0.50	Officer Director	$0	$0	$0
ROBERT ALBRIGHT	DIRECTOR	0.50	Director	$0	$0	$0
H RICHARD DIETRICH	DIRECTOR	0.50	Director	$0	$0	$0
DAVID GALLO	DIRECTOR	0.50	Director	$0	$0	$0
LISA HODGES	DIRECTOR	0.50	Director	$0	$0	$0
MARTHA MURRAY	DIRECTOR	0.50	Director	$0	$0	$0
STUART SHAW	DIRECTOR	0.50	Director	$0	$0	$0
GREG SUNDBERG	DIRECTOR	0.50	Director	$0	$0	$0
CHARLES ROLSKY	EXECUTIVE DI	40.00	Officer Director	$113,173	$0	$113,173

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	$666,930	$476,688	$787,543	$190,242
2022	$517,126	$411,066	$604,669	$106,060
2021	$286,551	$351,634	$483,449	$-65,083
2020	$266,650	$298,221	$558,492	$-31,571
2019	$381,262	$423,059	$593,528	$-41,797

SHAW INSTITUTE