THE STEAMBOAT INSTITUTE (EIN 262096621) - 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

2008

Legal Domicile

Phone

9704390741

Tax Period

2024-01-01 to 2024-12-31

THE STEAMBOAT INSTITUTE, founded in 2008, is a community nonprofit in the Education sector that reported $2.3M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $2.1M left a modest 10% surplus.

Mission

THE STEAMBOAT INSTITUTE PROMOTES AMERICA'S FIRST PRINCIPLES AND INSPIRES ACTIVE INVOLVEMENT IN THE DEFENSE OF LIBERTY

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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 $2,156,142

Program Service Revenue $173,515

Investment Income $8,328

Other Revenue $0

TOTAL REVENUE $2,337,985

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $451,503

Fundraising Expenses $70,638

Program Expenses $1,917,589

Other Expenses $1,620,482

TOTAL EXPENSES $2,096,985

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,337,985	$1,910,370	+0.2%
Expenses	$2,096,985	$1,775,823	+0.2%
Net Income	$241,000	$134,547	+0.8%

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

$156,238

Total Directors

$156,238

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER SCHUBERT-AKIN	Chairman	40.00	Officer Director	$151,667	$4,571	$156,238
RICK AKIN	Vice Chairman	2.00	Officer Director	$0	$0	$0
CHRISTOPHER CUMMINGS	Director	2.00	Director	$0	$0	$0
ROGER DORF	Director	2.00	Director	$0	$0	$0
BRIDGETT G WAGNER	Director	2.00	Director	$0	$0	$0
MATTHEW SPALDING PHD	Director	2.00	Director	$0	$0	$0
WILLIAM H FRIESELL	Director	2.00	Director	$0	$0	$0
CHARLES S MCNEIL	Director	2.00	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	$2,337,985	$2,096,985	$3,423,701	$241,000
2023	$1,910,370	$1,775,823	$1,218,807	$134,547
2022	$1,548,316	$1,501,393	$955,699	$46,923
2021	$1,199,363	$1,066,075	$782,897	$133,288
2020	$752,000	$615,419	$434,271	$136,581
2019	$701,489	$700,546	$259,204	$943
2018	$761,587	$757,770	$228,848	$3,817

THE STEAMBOAT INSTITUTE