PASSIVE HOUSE INSTITUTE US (EIN 300211695) - Form 990 Financial Analysis & Trantor Score

🔒

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

2003

Legal Domicile

Principal Officer

KATRIN KLINGENBERG

Phone

3125614588

Tax Period

2024-01-01 to 2024-12-31

PASSIVE HOUSE INSTITUTE US, founded in 2003, is a community nonprofit in the Environment sector that reported $3.4M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

OUR VISION IS TO MAKE HIGH-PERFORMANCE PASSIVE BUILDING COMMONPLACE. OUR MISSION IS TO DEVELOP AND PROMOTE NORTH AMERICAN SPECIFIC STANDARDS, PRACTICES AND CERTIFICATIONS FOR BUILDINGS, PROFESSIONALS AND PRODUCTS TO CREATE STRUCTURES THAT ARE DURABLE, RESILIENT, AND ENERGY EFFICIENT.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $215,092

Program Service Revenue $3,120,319

Investment Income $42,706

Other Revenue $36,074

TOTAL REVENUE $3,414,191

Expense Breakdown

Grants Paid $500

Salaries & Benefits $1,802,256

Fundraising Expenses $0

Program Expenses $3,119,321

Other Expenses $1,659,365

TOTAL EXPENSES $3,462,121

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,414,191	$3,095,240	+0.1%
Expenses	$3,462,121	$2,925,200	+0.2%
Net Income	$-47,930	$170,040	-1.3%

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

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

$269,523

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY ROGERO	PRESIDENT	0.50	Officer Director	$0	$0	$0
DAN WHITMORE	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
ALAN GIBSON	SECRETARY	0.50	Officer Director	$0	$0	$0
KARAN GUPTA	TREASURER	0.50	Officer Director	$0	$0	$0
PRUDENCE FERREIRA	DIRECTOR	0.50	Director	$0	$0	$0
MAREN LONGHURST	DIRECTOR	0.50	Director	$0	$0	$0
KIMBERLY LLEWELLYN	PRESIDENT	0.50	Officer Director	$0	$0	$0
AJ PATTON	DIRECTOR	0.50	Director	$0	$0	$0
GABRIELA MARTIN	SECRETARY	0.50	Officer Director	$0	$0	$0
KATRIN KLINGENBERG	EXECUTIVE DIRECTOR	40.00	Officer	$144,666	$0	$144,666
MIKE KNEZOVICH	DIRECTOR OF OPERATIONS	40.00	Highest	$109,005	$0	$109,005
LISA WHITE	CO-EXECUTIVE DIRECTOR	40.00	Officer	$124,857	$0	$124,857
GRAHAM WRIGHT	SENIOR SCIENTIST	40.00	Highest	$104,545	$0	$104,545

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	$3,414,191	$3,462,121	$3,620,250	$-47,930
2024	No data	No data	No data	No data
2023	$3,055,013	$3,044,709	$1,854,936	$10,304
2023	$3,095,240	$2,925,200	$2,448,439	$170,040
2022	$2,319,540	$2,649,098	$1,872,339	$-329,558
2019	$1,428,195	$1,420,557	$1,090,576	$7,638
2018	$1,242,166	$1,377,222	$885,706	$-135,056

PASSIVE HOUSE INSTITUTE US