UNIVERSITY RESEARCH INSTITUTE

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

Joe M Powell

Phone

9792202666

Tax Period

2023-01-01 to 2023-12-31

UNIVERSITY RESEARCH INSTITUTE, founded in 2011, is a small nonprofit in the Public & Societal Benefit sector that reported $321K in total revenue in fiscal year 2023. Revenue fell 62% from the prior year — a significant decline worth monitoring. Expenses of $297K left a modest 7% surplus.

Mission

URI Studies the relationship between corporate strategy, human behavior and the built environment. Our goal is to improve the design and construction process.

Program Service Accomplishments

Program 1

Expenses: $182,075 Revenue: $304,831

Process Metrics/Collaboration AnalyticsA process that can measure team collaboration in the project construction environment using a series of surveys sent to a select group of Architect...

Process Metrics/Collaboration AnalyticsA process that can measure team collaboration in the project construction environment using a series of surveys sent to a select group of Architect, Engineering, Construction and owner participants each month during each stage of the construction process. All survey replies are completely confidential. The results are provided to the designated Project Managers/Owners in the form of a report each month.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $304,831

Program Service Revenue $0

Investment Income $16,174

Other Revenue $0

TOTAL REVENUE $321,005

Expense Breakdown

Grants Paid $0

Salaries & Benefits $29,162

Fundraising Expenses $0

Program Expenses $182,075

Other Expenses $268,048

TOTAL EXPENSES $297,210

Year-over-Year Comparison

	2023	2022	Change
Revenue	$321,005	$840,547	-0.6%
Expenses	$297,210	$439,836	-0.3%
Net Income	$23,795	$400,711	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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

$27,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joe M Powell	Chairman	50.00	Officer	$27,000	$0	$27,000
VERNON G YOUNG	CFO	20.00	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
2023	$321,005	$297,210	$590,925	$23,795
2022	$840,547	$439,836	$564,900	$400,711
2021	$277,675	$205,760	$164,189	$71,915