SEARCH INSTITUTE (EIN 410811842) - 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

1958

Legal Domicile

Principal Officer

BENJAMIN HOULTBERG

Phone

6123768955

Tax Period

2024-01-01 to 2024-12-31

SEARCH INSTITUTE, founded in 1958, is a community nonprofit in the Community Improvement sector that reported $1.9M in total revenue in fiscal year 2024. Revenue fell 55% from the prior year — a significant decline worth monitoring. Expenses of $6.6M exceeded revenue, resulting in a 246% operating deficit.

Mission

TO PARTNER WITH YOUTH-SERVING ORGANIZATIONS TO CONDUCT AND APPLY RESEARCH THAT PROMOTES POSITIVE YOUTH DEVELOPMENT AND EQUITY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $494,371

Program Service Revenue $912,903

Investment Income $93,718

Other Revenue $396,351

TOTAL REVENUE $1,897,343

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,544,765

Fundraising Expenses $216,481

Program Expenses $5,333,031

Other Expenses $3,026,906

TOTAL EXPENSES $6,571,671

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,897,343	$4,195,610	-0.5%
Expenses	$6,571,671	$5,728,669	+0.1%
Net Income	$-4,674,328	$-1,533,059	+2.0%

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

$418,153

Total Directors

$248,992

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BEN HOULTBERG	PRESIDENT AND CEO	40.00	Officer Director	$224,482	$24,510	$248,992
ALISON OLIG	CHIEF OPERATING OFFICER	40.00	Officer	$165,977	$3,184	$169,161
EUGENE ROEHLKEPARTAIN	SENIOR SCHOLAR	40.00	Highest	$154,919	$16,680	$171,599
GABRIELA KEEFER	SENIOR DIRECTOR OF MARKETING & G& PRODUCT STRATEGY	40.00	Highest	$148,566	$1,828	$150,394
JOANNA WILLIAMS	SENIOR DIRECTOR OF RESEARCH	40.00	Highest	$151,214	$27,443	$178,657
TOM HOLMAN	CHAIR	0.50	Officer Director	$0	$0	$0
JENNIFER MENKE	VICE CHAIR/CHAIR	0.50	Officer Director	$0	$0	$0
ANN CURME SHAW	SECRETARY	0.50	Officer Director	$0	$0	$0
JACSON MILLER	TREASURER	0.50	Officer Director	$0	$0	$0
STEVE KRUGER	DIRECTOR	0.50	Director	$0	$0	$0
YER CHANG	BOARD MEMBER	0.50	Director	$0	$0	$0
JIM CUENE	BOARD MEMBER	0.50	Director	$0	$0	$0
MARYAM PESSARAN GARG	BOARD MEMBER	0.50	Director	$0	$0	$0
JODI GRANT	BOARD MEMBER	0.50	Director	$0	$0	$0
ANDREA HUNTER	BOARD MEMBER	0.50	Director	$0	$0	$0
KAREN KINGSLEY	BOARD MEMBER	0.50	Director	$0	$0	$0
MAUREEN PELTON	BOARD MEMBER	0.50	Director	$0	$0	$0
TONY SANNEH	BOARD MEMBER	0.50	Director	$0	$0	$0
KEISHA VARMA	BOARD MEMBER	0.50	Director	$0	$0	$0
HEDY LEMAR WALLS	BOARD MEMBER	0.50	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	$1,897,343	$6,571,671	$5,627,804	$-4,674,328
2023	$4,195,610	$5,728,669	$10,219,790	$-1,533,059
2022	$5,844,908	$5,051,501	$11,702,274	$793,407
2021	$10,517,632	$3,911,983	$10,519,414	$6,605,649
2020	$3,111,340	$3,527,967	$4,025,540	$-416,627
2019	$3,278,041	$3,960,046	$4,439,168	$-682,005
2018	$3,863,928	$3,878,266	$5,202,286	$-14,338

SEARCH INSTITUTE