TRANSPORTATION INSTITUTE (EIN 112099490) - 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

1965

Legal Domicile

Principal Officer

JAMES HENRY

Phone

3018990675

Tax Period

2023-01-01 to 2023-12-31

TRANSPORTATION INSTITUTE, founded in 1965, is a community nonprofit that reported $5.4M in total revenue in fiscal year 2023. The organization ran a surplus of $849K, a strong 16% operating margin.

Mission

MARITIME INDUSTRY EDUCATION AND RESEARCH.

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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 $5,102,887

Program Service Revenue $0

Investment Income $278,535

Other Revenue $9,576

TOTAL REVENUE $5,390,998

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,298,647

Fundraising Expenses $0

Other Expenses $3,243,676

TOTAL EXPENSES $4,542,323

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,390,998	$5,221,981	+0.0%
Expenses	$4,542,323	$4,768,950	0.0%
Net Income	$848,675	$453,031	+0.9%

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

$835,074

Total Directors

$368,354

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES HENRY	CHAIRMAN AND PRESIDENT	40.00	Officer Director	$340,354	$28,000	$368,354
DAVID FOSTER	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS CROWLEY JR	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH STARCK	DIRECTOR	1.00	Director	$0	$0	$0
TIM NOLAN	DIRECTOR	1.00	Director	$0	$0	$0
SARA C FUENTES	V.P. FOR GOVERNMENT AFFAIR	40.00	Officer	$210,480	$43,378	$253,858
SARAH LSCHERER	V.P. OF PACIFIC COAST OPER	40.00	Officer	$163,290	$49,572	$212,862

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	$5,390,998	$4,542,323	$19,511,087	$848,675
2022	$5,221,981	$4,768,949	$17,635,409	$453,032
2021	$5,492,906	$4,273,805	$18,841,476	$1,219,101
2020	$5,806,425	$3,749,946	$17,766,824	$2,056,479
2019	$5,415,544	$3,547,608	$15,272,501	$1,867,936
2018	$5,122,105	$3,988,313	$12,826,507	$1,133,792

TRANSPORTATION INSTITUTE