THE INCENTIVE RESEARCH FOUNDATION

EIN: 300496640 501(c)(3) Employment

MCLEAN, VA

Total Revenue
$2,169,733
Total Expenses
$1,794,518
Total Assets
$2,102,066
Net Assets
$1,515,592
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
2006
Legal Domicile
IL
Principal Officer
STEPHANIE HARRIS
Phone
7036518189
Tax Period
2024-01-01 to 2024-12-31

THE INCENTIVE RESEARCH FOUNDATION, founded in 2006, is a community nonprofit in the Employment sector that reported $1.2M in total revenue in fiscal year 2018. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $1.1M left a modest 12% surplus.

Mission

RESEARCH AND EDUCATION TO ADVANCE THE SCIENCE, AWARENESS AND APPROPIATE APPLICATION OF INCENTIVE AND MOTIVATIONAL PROGRAMS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,168,165
Program Service Revenue $995,430
Investment Income $31,642
Other Revenue $-25,504
TOTAL REVENUE $2,169,733

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $6,432
Program Expenses $1,261,784
Other Expenses $1,794,518
TOTAL EXPENSES $1,794,518

Year-over-Year Comparison

2024 2023 Change
Revenue $2,169,733 $1,653,314 +0.3%
Expenses $1,794,518 $1,390,476 +0.3%
Net Income $375,215 $262,838 +0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
18
Independent Members
18
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
6
$0
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SUSAN ADAMS CHAIR 2.00
Officer Director
$0 $0 $0
MORGAN CRAIN CHAIR ELECT 1.00
Officer Director
$0 $0 $0
CHRIS JOHNSON SECRETARY/TR 2.00
Officer Director
$0 $0 $0
MIN CHOI MEMBER AT LA 1.00
Director
$0 $0 $0
KAREN DEVINE TRUSTEE 1.00
Director
$0 $0 $0
DAVID GOULD TRUSTEE 1.00
Director
$0 $0 $0
BICH-LIEN KALDAHL TRUSTEE 1.00
Director
$0 $0 $0
PATRICIA KERR TRUSTEE 1.00
Director
$0 $0 $0
KELSEY NICOL MEMBER AT LA 1.00
Officer Director
$0 $0 $0
JEN O'MARA TRUSTEE 1.00
Director
$0 $0 $0
AMY RIPPELMEYER TRUSTEE 1.00
Director
$0 $0 $0
RUTGER HOORN TRUSTEE 1.00
Director
$0 $0 $0
RUDY GARZA TRUSTEE 1.00
Director
$0 $0 $0
LYNN RANDALL TRUSTEE 1.00
Director
$0 $0 $0
RICHELLE SUVER TRUSTEE 1.00
Director
$0 $0 $0
SARAH HAINES TRUSTEE 1.00
Director
$0 $0 $0
COSIMO BRUZZESE TRUSTEE N/A
Director
$0 $0 $0
STEPHANIE HARRIS PRESIDENT 40.00
Officer
$0 $0 $0
MARK ALT IMMEDIATE PA 1.00
Officer 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 $2,169,733 $1,794,518 $2,102,066 $375,215
2023 $1,653,314 $1,390,476 $1,452,502 $262,838
2022 $1,341,040 $1,221,465 $885,617 $119,575
2021 $1,112,933 $1,005,704 $939,157 $107,229
2020 $238,560 $974,972 $808,413 $-736,412
2019 $1,257,307 $1,076,991 $1,486,355 $180,316
2018 $1,197,086 $1,053,948 $1,287,480 $143,138
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