WORLDOPT INSTITUTE INC (EIN 461525355) - 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

2012

Legal Domicile

Principal Officer

MICHAEL BAILEY

Phone

8083218983

Tax Period

2023-01-01 to 2023-12-31

WORLDOPT INSTITUTE INC, founded in 2012, is a small nonprofit in the Environment sector that reported $375K in total revenue in fiscal year 2023. Revenue surged 1973% from the prior year, signaling strong growth momentum. The organization ran a surplus of $115K, a strong 31% operating margin.

Mission

ADVANCING OPTIMAL HUMAN AND ENVIRONMENTAL RESOURCE ALLOCATION, PROMOTING PROTECTION OF DOLPHINS, WHALES, TIGERS, ENDANGERED WILDLIFE AND NATURAL HABITATS.

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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 $361,105

Program Service Revenue $0

Investment Income $14,132

Other Revenue $0

TOTAL REVENUE $375,237

Expense Breakdown

Grants Paid $1,400

Salaries & Benefits $26,346

Fundraising Expenses $3,759

Program Expenses $210,717

Other Expenses $232,973

TOTAL EXPENSES $260,719

Year-over-Year Comparison

	2023	2022	Change
Revenue	$375,237	$18,100	+19.7%
Expenses	$260,719	$299,284	-0.1%
Net Income	$114,518	$-281,184	-1.4%

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

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

$26,346

Total Directors

$26,346

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD STANCLIFF	PRESIDENT	4.00	Officer Director	$0	$0	$0
MICHAEL BAILEY	SECRETARY	40.00	Officer Director	$26,346	$0	$26,346
GRANT BARBEITO	TREASURER	4.00	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	No data	No data	No data	No data
2023	$375,237	$260,719	$1,832,129	$114,518
2022	$18,100	$299,284	$1,717,237	$-281,184
2021	$1,230,000	$243,605	$2,001,439	$986,395
2020	$685,000	$257,886	$1,010,912	$427,114

WORLDOPT INSTITUTE INC