HUBBARD BROOK RESEARCH FOUNDATION

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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

1995

Legal Domicile

Principal Officer

ANTHEA LAVALLEE

Phone

8024321042

Tax Period

2024-10-01 to 2025-09-30

HUBBARD BROOK RESEARCH FOUNDATION, founded in 1995, is a community nonprofit in the Environment sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $226K, a strong 19% operating margin.

Mission

TO PROMOTE THE UNDERTANDING AND STEWARDSHIP OF ECOSYSTEMS THROUGH SCIENTIFIC RESEARCH , LONG TERM MONITORING AND EDUCATION AND TO DEVELOP NEW INITIATIVES LINKING ECOSYSTEM SCIENCE AND PUBLIC POLICY.

Program Service Accomplishments

Program 1

Expenses: $196,638 Revenue: $57,103

THE FOUNDATION SUPPORTS SCIENTISTS AND STUDENTS, PARTICIPATING IN THE HUBBARD BROOK ECOSYSTEM STUDY BY PROVIDING FACILITIES AND OTHER INFRASTRUCTURE, INCLUDING AFFORDABLE HOUSING, LABORATORIES...

THE FOUNDATION SUPPORTS SCIENTISTS AND STUDENTS, PARTICIPATING IN THE HUBBARD BROOK ECOSYSTEM STUDY BY PROVIDING FACILITIES AND OTHER INFRASTRUCTURE, INCLUDING AFFORDABLE HOUSING, LABORATORIES, STORAGE SPACE, A CLASSROOM AND INTERNET ACCESSIBILITY. SOME OF OUR EMPLOYEES PROVIDE DIRECT TECHNICAL ASSISTANCE TO RESEARCHERS ON A CONTRACTUAL BASIS.

Program 2

Expenses: $239,816

PUBLIC ENGAGEMENT PROGRAMS AT HUBBARD BROOK INCLUDE AN ENVIRONMENTAL LITERACY PROGRAM WITH SCHOOL OUTREACH AND CURRICULUM DEVELOPMENT FOCUSED ON DATA INQUIRY ACTIVITIES; A COMMUNICATIONS TRAINING AND PUBLIC OUTREACH PROGRAM FOR UNDERGRADUATE AND GRADUATE ENVIRONMENTAL STUDENTS THAT SERVES OVER 50 STUDENTS PER YEAR FROM ALL OVER THE US AND INTERNATIONALLY; THE FOUNDATION ALSO PROVIDES TOURS OF THE HUBBARD BROOK EXPERIMENTAL FOREST FOR COLLEGE STUDENTS, HIGH SCHOOL GROUPS AND EDUCATORS,INTERNATIONAL GROUPS AND OTHER MEMBERS OF THE PUBLIC.

Program 3

Expenses: $338,997 Revenue: $40,000

THE FOUNDATION IS AN INTERFACE ORGANIZATION SPANNING THE BOUNDARIES BETWEEN SCIENCE AND SOCIETY. IN ITS ROLE AS AN INTERFACE OR BOUNDARY-SPANNING ORGANIZATION, THE FOUNDATION CONVENES "HUBBARD BROOK ROUNDTABLES" USING TECHNIQUES OF FACILITATED DIALOGUE TO SUPPORT PRODUCTIVE, MULTI-DIRECTIONAL ENGAGEMENT AMONG SCIENTISTS, PRACTITIONERS, EDUCATORS AND OTHER STAKEHOLDERS; PRODUCES SCIENCE LINKS SYNTHESIS PRODUCTS TO LINK HUBBARD BROOK RESEARCH TO RELEVANT STAKEHOLDER AND POLICY ISSUES AND DECISIONS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,044,606

Program Service Revenue $97,103

Investment Income $12,688

Other Revenue $35,416

TOTAL REVENUE $1,189,813

Expense Breakdown

Grants Paid $0

Salaries & Benefits $719,719

Fundraising Expenses $55,850

Program Expenses $775,451

Other Expenses $244,325

TOTAL EXPENSES $964,044

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,189,813	$883,469	+0.3%
Expenses	$964,044	$953,641	+0.0%
Net Income	$225,769	$-70,172	-4.2%

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

$249,924

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOROTHY BEHLEN HEINRICHS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
CHARLES DRISCOLL	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MICHAEL SHOOB	TREASURER	2.00	Officer Director	$0	$0	$0
ROGER LAROCHELLE	SECRETARY	2.00	Officer Director	$0	$0	$0
ALEXANDRA CONTOSTA	TRUSTEE	1.00	Director	$0	$0	$0
TYLER EDWARDS	TRUSTEE	1.00	Director	$0	$0	$0
KATHLEEN HUBBARD	TRUSTEE	1.00	Director	$0	$0	$0
ALI JACKSON	TRUSTEE	1.00	Director	$0	$0	$0
GENE E LIKENS	TRUSEE	1.00	Director	$0	$0	$0
SUZANNE PIERRE	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER RIMMER	TRUSTEE	1.00	Director	$0	$0	$0
LINDSEY RUSTAD	TRUSTEE	1.00	Director	$0	$0	$0
APRIL SALAS	TRUSTEE	1.00	Director	$0	$0	$0
ANANT SUNDARAM	TRUSTEE	1.00	Director	$0	$0	$0
HARRIET VAN VLECK	TRUSTEE	1.00	Director	$0	$0	$0
ANTHEA LAVALLEE	EXECUTIVE DIRECTOR	40.00	Officer	$150,093	$15,000	$165,093
BRENDA MCCARTNEY	DIRECTOR OF FINANCE	30.00	Officer	$71,194	$13,637	$84,831

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
2025	$1,189,813	$964,044	$2,119,975	$225,769
2024	$883,469	$953,641	$1,866,902	$-70,172
2023	$742,196	$817,201	$1,927,053	$-75,005
2022	$639,599	$505,657	$1,964,327	$133,942
2021	$653,282	$505,423	$1,964,155	$147,859
2020	$646,974	$632,194	$1,786,624	$14,780
2019	$697,140	$653,135	$1,730,057	$44,005
2018	$598,569	$581,365	$1,719,639	$17,204