BEHAVIORAL IDEAS LAB INC (EIN 271678009) - 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

2010

Legal Domicile

Principal Officer

BRIDGETTE GRAY

Phone

6463305700

Tax Period

2023-01-01 to 2023-12-31

BEHAVIORAL IDEAS LAB INC, founded in 2010, is a mid-sized nonprofit in the Social Science sector that reported $24.0M in total revenue in fiscal year 2023. Revenue surged 67% from the prior year, signaling strong growth momentum. The organization ran a surplus of $5.9M, a strong 25% operating margin.

Mission

SEE PART III, LINE 1.

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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 $18,425,679

Program Service Revenue $5,136,065

Investment Income $367,495

Other Revenue $21,964

TOTAL REVENUE $23,951,203

Expense Breakdown

Grants Paid $42,500

Salaries & Benefits $13,061,251

Fundraising Expenses $0

Program Expenses $14,268,897

Other Expenses $4,916,218

TOTAL EXPENSES $18,019,969

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,951,203	$14,305,997	+0.7%
Expenses	$18,019,969	$17,104,596	+0.1%
Net Income	$5,931,234	$-2,798,599	-3.1%

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

206

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

$3,016,376

Total Directors

$499,746

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSHUA LLOYD WRIGHT	CHIEF EXECUTIVE DIRECTOR	40.00	Officer Director	$243,431	$28,299	$271,730
PIYUSH TANTIA	CHIEF INNOVATION OFFICER	40.00	Officer Director	$214,996	$13,020	$228,016
ELDAR SHAFIR	PRESIDENT/TREASURER	2.00	Officer Director	$0	$0	$0
ANTOINETTE SCHOAR	SECRETARY	1.00	Officer Director	$0	$0	$0
DIANA TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
ENGLISH SALL	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE OVERHOLSER	DIRECTOR	1.00	Director	$0	$0	$0
LARRY KANTOR	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL WARREN	DIRECTOR	1.00	Director	$0	$0	$0
NIGEL MORRIS	DIRECTOR	1.00	Director	$0	$0	$0
PAUL BREST	DIRECTOR	1.00	Director	$0	$0	$0
STACEY HIGHTOWER	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN SOBBOTT	DIRECTOR	1.00	Director	$0	$0	$0
JOHN ROBERTSON	MANAGING DIRECTOR	40.00	Officer	$193,360	$32,212	$225,572
ALISSA FISHBANE	MANAGING DIRECTOR	40.00	Officer	$193,247	$20,878	$214,125
RACHEL SARAH TAYLOR	MANAGING DIRECTOR	40.00	Officer	$178,533	$28,266	$206,799
JANA NICOLE SMITH	MANAGING DIRECTOR	40.00	Officer	$174,669	$19,140	$193,809
SCOTT ALAN STINSON	CHIEF OF OPERATIONS	40.00	Officer	$169,828	$16,380	$186,208
MITRA SHAHIN SALASEL	MANAGING DIRECTOR	40.00	Officer	$163,533	$11,476	$175,009
EVELYN J STARK	MANAGING DIRECTOR (UNTIL 4/23)	40.00	Officer	$152,648	$13,778	$166,426
EMILY SUE ZIMMERMAN	MANAGING DIRECTOR	40.00	Officer	$147,121	$18,414	$165,535
JEREMY THEODORE BAROFSKY	RESEARCH DIRECTOR	40.00	Officer	$135,202	$27,686	$162,888
OMAR ERUCH PARBHOO	MANAGING DIRECTOR	40.00	Officer	$145,327	$17,010	$162,337
MELODY M SCALES	DIRECTOR OF FINANCE	40.00	Officer	$148,239	$12,150	$160,389
SAUGATO DATTA	MANAGING DIRECTOR (UNTIL 12/23)	40.00	Officer	$148,154	$11,015	$159,169
VICTORIA SHARELL LUCAS	DIRECTOR OF PEOPLE OPERATIONS	40.00	Officer	$135,798	$11,756	$147,554
LAURIE SMOLENSKI	DIRECTOR OF DEVELOPMENT	40.00	Officer	$129,783	$11,310	$141,093
TAMBA AGHAILAS	DIRECTOR OF PEOPLE OPERATIONS (UNTIL 10/23)	40.00	Officer	$31,986	$3,118	$35,104
JACQUELINE J SHARKEY	CHIEF OF OPERATIONS (UNTIL 1/23)	40.00	Officer	$13,196	$1,417	$14,613
RICARDO D LAGRANGE	ASSISTANT MANAGING DIRECTOR	40.00	Highest	$130,769	$30,215	$160,984
CAROLINA BETTER ROMERO	ASSISTANT MANAGING DIRECTOR	40.00	Highest	$125,941	$29,185	$155,126
SHANNON A MCAULIFFE	ASSISTANT MANAGING DIRECTOR	40.00	Highest	$133,861	$19,118	$152,979
ALEXANDER MUSCHETT BLAU	PRINCIPAL BEHAVIORAL DESIGNER	40.00	Highest	$113,533	$28,129	$141,662
ALLISON R SCHACHTER	PRINCIPAL BEHAVIORAL DESIGNER	40.00	Highest	$102,106	$29,885	$131,991

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	$23,951,203	$18,019,969	$27,537,104	$5,931,234
2022	$14,305,997	$17,104,596	$30,546,600	$-2,798,599
2021	$18,817,686	$16,428,707	$32,612,042	$2,388,979
2020	$32,329,188	$16,906,038	$31,447,220	$15,423,150
2019	$16,349,723	$18,939,784	$13,919,146	$-2,590,061
2018	$19,706,228	$15,951,664	$15,728,294	$3,754,564

BEHAVIORAL IDEAS LAB INC