UNIVERSITY OF ARKANSAS WINTHROP ROCKEFELLER INSTITUTE (EIN 202156951) - 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

2005

Legal Domicile

Principal Officer

JANET HARRIS

Phone

5017275435

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF ARKANSAS WINTHROP ROCKEFELLER INSTITUTE, founded in 2005, is a major nonprofit in the Education sector that reported $126.1M in total revenue in fiscal year 2018. Revenue surged 6869% from the prior year, signaling strong growth momentum. The organization ran a surplus of $119.4M, a strong 95% operating margin.

Mission

WE CONTINUE WINTHROP ROCKEFELLER'S COLLABORATIVE APPROACH TO CREATING TRANSFORMATIONAL CHANGE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $151,840

Program Service Revenue $2,127,101

Investment Income $1,368,601

Other Revenue $31,754

TOTAL REVENUE $3,679,296

Expense Breakdown

Grants Paid $75,000

Salaries & Benefits $3,224,995

Fundraising Expenses $291,696

Program Expenses $6,627,413

Other Expenses $4,697,578

TOTAL EXPENSES $7,997,573

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,679,296	$3,789,174	0.0%
Expenses	$7,997,573	$7,619,670	+0.0%
Net Income	$-4,318,277	$-3,830,496	+0.1%

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

272

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

$745,004

Total Directors

$1,126,563

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISENNE ROCKEFELLER	SECRETARY AND DIRECTOR	1.00	Officer Director	$0	$0	$0
DR DEBORAH BALDWIN	CHAIR AND DIRECTOR	1.00	Officer Director	$0	$0	$0
CARLA MARTIN	DIRECTOR	1.00	Director	$0	$29,859	$194,059
FREDDIE BLACK	VICE CHAIR AND DIRECTOR	1.00	Officer Director	$0	$0	$0
BOB MCKUIN	DIRECTOR	1.00	Director	$0	$0	$0
DR DEACUE FIELDS	DIRECTOR	1.00	Director	$0	$65,582	$440,582
GUS VRATSINAS	DIRECTOR	1.00	Director	$0	$0	$0
LISA WILLENBERG	DIRECTOR	1.00	Director	$0	$58,226	$260,295
DR WENDY WARD	DIRECTOR	1.00	Director	$0	$38,991	$231,627
MARCIA WALKER	CORPORATE SECRETARY	40.00	Officer	$0	$0	$0
JANET HARRIS	EXECUTIVE DIRECTOR/CEO	40.00	Officer	$210,918	$26,056	$236,974
SHAWN CATHEY	CORPORATE TREASURER	40.00	Officer	$168,331	$27,794	$196,125
JAMES CARDER HAWKINS	CHIEF STRATEGY OFFICER	40.00	Officer	$161,786	$30,333	$192,119
LADONNA COLE	CONTROLLER	40.00	Officer	$98,941	$20,845	$119,786

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	$3,679,296	$7,997,573	$181,293,278	$-4,318,277
2024	$3,789,174	$7,619,670	$171,924,068	$-3,830,496
2023	$4,871,684	$7,532,811	$160,612,336	$-2,661,127
2022	$3,082,730	$6,343,411	$158,979,621	$-3,260,681
2021	$2,581,792	$5,985,742	$171,902,640	$-3,403,950
2020	$2,597,934	$6,768,262	$135,367,554	$-4,170,328
2019	$126,058,411	$6,693,994	$138,403,289	$119,364,417

UNIVERSITY OF ARKANSAS WINTHROP ROCKEFELLER INSTITUTE