Watson Institute (EIN 461001797) - 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

2012

Legal Domicile

Phone

7203941889

Tax Period

2023-07-01 to 2024-06-30

Watson Institute, founded in 2012, is a community nonprofit in the Youth Development sector that reported $3.6M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $3.4M left a modest 4% surplus.

Mission

WATSON INSTITUTE PROVIDES A NEW MODEL OF EDUCATION THAT AIMS TO DEVELOP THE NEXT GENERATION OF LEADERS AND ENTREPRENEURS

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $2,748,665

Program Service Revenue $623,083

Investment Income $221,357

Other Revenue $0

TOTAL REVENUE $3,593,105

Expense Breakdown

Grants Paid $48,176

Salaries & Benefits $2,312,036

Fundraising Expenses $158,729

Program Expenses $3,011,570

Other Expenses $1,020,768

TOTAL EXPENSES $3,444,764

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,593,105	$3,159,771	+0.1%
Expenses	$3,444,764	$2,444,986	+0.4%
Net Income	$148,341	$714,785	-0.8%

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

100

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

$168,933

Total Directors

$168,933

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC GLUSTROM	President	60.00	Officer Director	$168,933	$0	$168,933
JANE MILLER	Trustee	0.00	Director	$0	$0	$0
JASON GRIFFITH	Trustee	0.00	Director	$0	$0	$0
MICHAEL MILES	Trustee	0.00	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	$3,593,105	$3,444,764	$1,790,488	$148,341
2023	$3,159,771	$2,444,986	$1,620,057	$714,785
2022	$1,935,100	$1,904,785	$889,798	$30,315
2021	$1,781,537	$1,444,669	$910,365	$336,868
2020	$1,408,323	$1,397,206	$555,502	$11,117
2018	$1,353,624	$1,393,827	$751,794	$-40,203

Watson Institute