EVOLUTION INSTITUTE INC

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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

JERRY LIEBERMAN

Phone

8132953270

Tax Period

2024-01-01 to 2024-12-31

EVOLUTION INSTITUTE INC, founded in 2010, is a small nonprofit in the Social Science sector that reported $673K in total revenue in fiscal year 2024. Expenses of $620K left a modest 8% surplus.

Mission

The Evolution Institute promotes a scientific approach to solving todays most pressing social problems.

Program Service Accomplishments

Program 1

Expenses: $474,261 Revenue: $571,005

Education Initiative - This project is a longterm commitment to identifying and evolving more viable systems for healthy human learning and education. This involves holding workshops, on the ground communitycentred initiatives (such as VPK and aftercare program), and a collection of essays which demonstrates how evolutionary theory can produce a comprehensive, meaningful science of education.

Program 2

Expenses: $0 Revenue: $0

Jerry Lieberman Quality of Life Weve embarked on a multipronged research project to understand the key to Norways success and to understand what elements of its success we can emulate in the U.S...

Jerry Lieberman Quality of Life Weve embarked on a multipronged research project to understand the key to Norways success and to understand what elements of its success we can emulate in the U.S. This initiative has also worked closely with some of our longterm and strategic partners in not only Norway, but also with Mondragon University in Spain. The Mondragon Corporation provides an exemplary model for studying collaboratives and high quality of life.

Program 3

Expenses: $1,163 Revenue: $0

Seshat The Seshat Databank brings together the most current and comprehensive body of knowledge about human history in one place by systematically collecting what is currently known about the social and political organization of human societies and and how civilizations have evolved over time. The initiative continues to publish academic journal articles and receive widespread media attention through a number of prominent outlets.

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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 $278,518

Program Service Revenue $319,990

Investment Income $47,316

Other Revenue $27,497

TOTAL REVENUE $673,321

Expense Breakdown

Grants Paid $0

Salaries & Benefits $405,836

Fundraising Expenses $0

Program Expenses $502,148

Other Expenses $213,992

TOTAL EXPENSES $619,828

Year-over-Year Comparison

	2024	2023	Change
Revenue	$673,321	$660,755	+0.0%
Expenses	$619,828	$708,814	-0.1%
Net Income	$53,493	$-48,059	-2.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rafael Wittek	PRESIDENT	5.00	Officer Director	$0	$0	$0
Nina Witoszek	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
Jerry Lieberman	SECRETARY/TREASURER	30.00	Officer Director	$0	$0	$0
David Sloan Wilson	BOARD MEMBER	2.00	Director	$0	$0	$0
Alphonso Mayfield	BOARD MEMBER	2.00	Director	$0	$0	$0
David Bjorklund	BOARD MEMBER	2.00	Director	$0	$0	$0
Virginia Lieberman	BOARD MEMBER	10.00	Director	$0	$0	$0
Victor Crist	BOARD MEMBER	2.00	Director	$0	$0	$0
Heather Parker	BOARD MEMBER	2.00	Director	$0	$0	$0
Nagore Ipina Larranaga	BOARD MEMBER	2.00	Director	$0	$0	$0
Judy Stone	BOARD MEMBER	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	$673,321	$619,828	$871,085	$53,493
2023	$660,755	$708,814	$890,759	$-48,059
2022	$956,532	$1,043,646	$955,242	$-87,114
2021	$1,336,227	$1,229,987	$1,164,850	$106,240
2020	$1,978,180	$1,545,078	$1,123,276	$433,102
2019	$1,421,867	$1,278,212	$646,865	$143,655
2018	$553,136	$563,005	$590,608	$-9,869