GEAR RESEARCH INSTITUTE (EIN 363203075) - 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

1982

Legal Domicile

Principal Officer

CHAD BEHRMAN

Phone

8148655832

Tax Period

2023-09-01 to 2024-08-31

GEAR RESEARCH INSTITUTE, founded in 1982, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $1.1M left a modest 10% surplus.

Mission

COOPERATIVE PRECOMPETITIVE (FUNDAMENTAL) 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 $0

Program Service Revenue $1,139,325

Investment Income $38,286

Other Revenue $0

TOTAL REVENUE $1,177,611

Expense Breakdown

Grants Paid $79,600

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,046,077

Other Expenses $983,474

TOTAL EXPENSES $1,063,074

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,177,611	$952,559	+0.2%
Expenses	$1,063,074	$870,225	+0.2%
Net Income	$114,537	$82,334	+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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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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHAD BEHRMAN	TRUSTEE & PRESIDENT	5.00	Officer Director	$0	$0	$0
GEARY SMITH	TRUSTEE & SECRETARY	3.00	Officer Director	$0	$0	$0
JOHN O'NEIL	TRUSTEE	1.00	Director	$0	$0	$0
ALESSIO PESCOSOLIDO	TRUSTEE	1.00	Director	$0	$0	$0
COLLEEN TOMASELLO	TREASURER	3.00	Officer Director	$0	$0	$0
JEREMY WAGNER	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT YODERS	TRUSTEE	1.00	Director	$0	$0	$0
AARON ISAACSON	MANAGING DIRECTOR	5.00	Director	$0	$0	$0
TODD PRANEIS	TRUSTEE	1.00	Director	$0	$0	$0
BEN SHEEN	TRUSTEE	1.00	Director	$0	$0	$0
DERRICK BLACK	TRUSTEE	1.00	Director	$0	$0	$0
MARK TRABAND	TRUSTEE	1.00	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
2025	No data	No data	No data	No data
2024	$1,177,611	$1,063,074	$2,677,968	$114,537
2023	$952,559	$870,225	$2,739,932	$82,334
2022	$489,271	$560,732	$2,533,325	$-71,461
2021	$1,019,390	$979,478	$1,773,639	$39,912
2020	$966,048	$904,226	$1,635,759	$61,822
2019	$629,931	$621,494	$1,503,368	$8,437
2018	$534,248	$570,864	$964,560	$-36,616

GEAR RESEARCH INSTITUTE