STATE SCIENCE & TECHNOLOGY INSTITUTE (EIN 311448843) - 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

1995

Legal Domicile

Principal Officer

DANIEL R BERGLUND

Phone

6149011690

Tax Period

2023-01-01 to 2023-12-31

STATE SCIENCE & TECHNOLOGY INSTITUTE, founded in 1995, is a community nonprofit in the Science & Technology sector that reported $2.0M in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

EDUCATION AND RESEARCH

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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 $354,872

Program Service Revenue $1,649,677

Investment Income $15,710

Other Revenue $1,911

TOTAL REVENUE $2,022,170

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,250,815

Fundraising Expenses $0

Program Expenses $1,958,990

Other Expenses $767,708

TOTAL EXPENSES $2,018,523

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,022,170	$1,750,815	+0.2%
Expenses	$2,018,523	$1,647,972	+0.2%
Net Income	$3,647	$102,843	-1.0%

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

$366,162

Total Directors

$5,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM RIDGE	CHAIRMAN OF THE BOARD	1.00	Officer Director	$5,000	$0	$5,000
ROBERT ATKINSON	TRUSTEE	1.00	Director	$0	$0	$0
JOHN HARDIN	TRUSTEE	1.00	Director	$0	$0	$0
BEN JOHNSON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARNIE LAVIGNE	TRUSTEE	1.00	Director	$0	$0	$0
RICH LUNAK	TRUSTEE	1.00	Director	$0	$0	$0
BRUCE MEHLMAN	TRUSTEE	1.00	Director	$0	$0	$0
SANDRA WATSON	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL R BERGLUND	PRESIDENT AND CEO	40.00	Officer	$186,140	$17,699	$203,839
G MARK SKINNER	EXECUTIVE VICE PRESIDENT	40.00	Officer	$139,000	$18,323	$157,323

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	$2,022,170	$2,018,523	$890,348	$3,647
2022	$1,750,815	$1,647,972	$897,964	$102,843
2021	$1,545,406	$1,416,502	$793,548	$128,904
2020	$1,552,569	$1,526,895	$803,521	$25,674
2019	$1,802,315	$1,695,057	$674,783	$107,258
2018	$1,522,267	$1,606,039	$448,024	$-83,772

STATE SCIENCE & TECHNOLOGY INSTITUTE