THE WESTMINSTER INSTITUTE (EIN 270165007) - 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

2009

Legal Domicile

Principal Officer

ROBERT REILLY

Phone

7034774655

Tax Period

2024-01-01 to 2024-12-31

THE WESTMINSTER INSTITUTE, founded in 2009, is a small nonprofit in the International Affairs sector that reported $173K in total revenue in fiscal year 2019. Revenue decreased 20% compared to the prior year. Expenses of $202K exceeded revenue, resulting in a 17% operating deficit.

Mission

PROMOTING INDIVIDUAL DIGNITY AND FREEDOM FOR PEOPLE THROUGHOUT THE WORLD BY HOSTING LECTURES AND BRIEFINGS THROUGHOUT THE YEAR AND CONDUCTING INDEPENDENT RESEARCH ON RELEVANT MATTERS.

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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 $145,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $145,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,050

Fundraising Expenses $0

Program Expenses $138,076

Other Expenses $156,091

TOTAL EXPENSES $157,141

Year-over-Year Comparison

	2024	2023	Change
Revenue	$145,000	$170,000	-0.1%
Expenses	$157,141	$150,109	+0.0%
Net Income	$-12,141	$19,891	-1.6%

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

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

$44,725

Total Directors

$43,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROSEMARY SOOKHDEO	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN ULPH	DIRECTOR	1.00	Director	$0	$0	$0
CAROLINE KERSLAKE	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT REILLY	DIRECTOR	8.00	Officer Director	$43,750	$0	$43,750
PATRICK SOOKHDEO	CHAIR	1.00	Officer Director	$0	$0	$0
F ANTHONY WATERS	TREASURER	1.00	Officer	$975	$0	$975

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	$145,000	$157,141	$34,555	$-12,141
2023	$170,000	$150,109	$46,696	$19,891
2022	$156,000	$151,332	$26,805	$4,668
2021	$70,000	$135,247	$22,137	$-65,247
2020	$110,000	$229,562	$87,384	$-119,562
2019	$172,760	$201,787	$206,946	$-29,027

THE WESTMINSTER INSTITUTE