ELM RESEARCH INSTITUTE INC (EIN 226105925) - 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

1968

Legal Domicile

Principal Officer

JOHN HANSEL

Phone

6032092434

Tax Period

2023-01-01 to 2023-12-31

ELM RESEARCH INSTITUTE INC, founded in 1968, is a small nonprofit that reported $198K in total revenue in fiscal year 2023. The organization ran a surplus of $39K, a strong 20% operating margin.

Mission

TO DEVELOP DISEASE RESISTANT AMERICAN ELMS, ULMUS AMERICANA

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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 $130,803

Program Service Revenue $0

Investment Income $48,606

Other Revenue $18,330

TOTAL REVENUE $197,739

Expense Breakdown

Grants Paid $0

Salaries & Benefits $126,874

Fundraising Expenses $0

Program Expenses $123,082

Other Expenses $31,544

TOTAL EXPENSES $158,418

Year-over-Year Comparison

	2023	2022	Change
Revenue	$197,739	$198,717	0.0%
Expenses	$158,418	$145,329	+0.1%
Net Income	$39,321	$53,388	-0.3%

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

$63,700

Total Directors

$63,700

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HENRY M SLAUSON JR	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN PARROTT	BOARD MEMBER	1.00	Director	$0	$0	$0
PETER HANSEL	BOARD MEMBER	1.00	Director	$0	$0	$0
TURNER HANSEL	BOARD MEMBER	1.00	Director	$0	$0	$0
XANDRA YOUNG	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY STARKWEATHER	BOARD MEMBER	1.00	Director	$0	$0	$0
RICK DOYLE	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNIE HANSEL	BOARD MEMBER	1.00	Director	$0	$0	$0
YVONNE SPALTHOFF	ASSISTANT DIRECTOR	38.00	Officer Director	$63,700	$0	$63,700
EMILY BUCKLES	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN HANSEL	FOUNDER & DIRECTOR	1.00	Director	$0	$0	$0
PARKER HANSEL	BOARD MEMBER	1.00	Director	$0	$0	$0
CARLA HANSEL	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID HANSEL	CHAIRMAN	1.00	Officer 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	No data	No data	No data	No data
2023	$197,739	$158,418	$1,516,247	$39,321
2022	$198,717	$145,329	$1,475,911	$53,388
2021	$235,406	$631,975	$1,653,013	$-396,569
2020	$1,312,111	$174,691	$2,051,403	$1,137,420
2019	$185,897	$169,222	$910,161	$16,675
2018	$166,016	$153,293	$935,478	$12,723

ELM RESEARCH INSTITUTE INC