ROGER TORY PETERSON INSTITUTE FOUND

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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

2000

Legal Domicile

Principal Officer

KENT FRANCOIS

Phone

7166652473

Tax Period

2024-01-01 to 2024-12-31

ROGER TORY PETERSON INSTITUTE FOUND, founded in 2000, is a small nonprofit in the Arts, Culture & Humanities sector that reported $185K in total revenue in fiscal year 2024. Revenue surged 71% from the prior year, signaling strong growth momentum. Net assets of $1.7M represent 108 months of operating reserves.

Mission

TO FINANCIALLY SUPPORT THE ROGER TORY PETERSON INSTITUTE OF NATURAL HISTORY.

Program Service Accomplishments

Program 1

TO FINANCIALLY SUPPORT THE EDUCATIONAL EFFORTS OF THE ROGER TORY PETERSON INSTITUTE OF NATURAL HISTORY.

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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 $50,000

Program Service Revenue $0

Investment Income $135,116

Other Revenue $0

TOTAL REVENUE $185,116

Expense Breakdown

Grants Paid $165,095

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $192,542

Other Expenses $27,447

TOTAL EXPENSES $192,542

Year-over-Year Comparison

	2024	2023	Change
Revenue	$185,116	$108,484	+0.7%
Expenses	$192,542	$194,262	0.0%
Net Income	$-7,426	$-85,778	-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

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENT FRANCOIS	TREASURER	N/A	Officer Director	$0	$0	$0
TORY PETERSON	SECRETARY	N/A	Director	$0	$0	$0
THOMAS SCHMIDT	MEMBER	N/A	Officer Director	$0	$0	$0
DOUGLAS L SCHUTTE	CHAIR	N/A	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	$185,116	$192,542	$1,669,114	$-7,426
2023	$108,484	$194,262	$1,604,447	$-85,778
2022	$131,276	$189,266	$1,549,527	$-57,990
2021	$204,453	$95,982	$1,975,679	$108,471
2020	$180,267	$118,407	$1,856,918	$61,860
2019	$473,554	$130,414	$1,792,283	$343,140
2018	$162,792	$107,187	$1,476,366	$55,605