THE HARRIS INSTITUTE (EIN 270376114) - 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

2009

Legal Domicile

Principal Officer

BERNARD A HARRIS JR

Phone

7138771731

Tax Period

2018-01-01 to 2018-12-31

THE HARRIS INSTITUTE, founded in 2009, is a small nonprofit in the Public & Societal Benefit sector that reported $394K in total revenue in fiscal year 2018. Revenue surged 658% from the prior year, signaling strong growth momentum. The organization ran a surplus of $100K, a strong 25% operating margin.

Mission

OUR OVERALL MISSION IS TO CONDUCT RESEARCH, TO DEVELOP POLICIES IN ACTION AND TO INVEST IN PROGRAMS THAT ADDRESS THE CRITICAL ISSUES FACING AMERICA IN EDUCATION, HEALTH, AND WEALTH.

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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 (2018)

Revenue Breakdown

Contributions & Grants $394,037

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $394,037

Expense Breakdown

Grants Paid $15,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $96,698

Other Expenses $279,310

TOTAL EXPENSES $294,310

Year-over-Year Comparison

	2018	2017	Change
Revenue	$394,037	$51,963	+6.6%
Expenses	$294,310	$23,280	+11.6%
Net Income	$99,727	$28,683	+2.5%

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
BERNARD A HARRIS JR	PRESIDENT/DI	30.00	Officer Director	$0	$0	$0
SUSAN K SCLAFANI	VP/DIRECTOR	2.00	Officer Director	$0	$0	$0
PHILLIP SPARK	DIRECTOR	2.00	Director	$0	$0	$0
JIM MONROE	DIRECTOR	2.00	Director	$0	$0	$0
PAMELA JONES	EXECUTIVE DI	40.00	Officer	$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
2018	$394,037	$294,310	$131,430	$99,727

THE HARRIS INSTITUTE