Engine Research Foundation (EIN 462820846) - 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

2013

Legal Domicile

Principal Officer

EVAN ENGSTROM

Phone

4157356869

Tax Period

2018-01-01 to 2018-12-31

Engine Research Foundation, founded in 2013, is a small nonprofit that reported $127K in total revenue in fiscal year 2018. Revenue fell 78% from the prior year — a significant decline worth monitoring. Expenses of $150K exceeded revenue, resulting in a 18% operating deficit.

Mission

Support the growth of technology entrepreneurship through economic researchERF conducts original research on hightech Cont Sched O

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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 (2018)

Revenue Breakdown

Contributions & Grants $127,118

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $127,118

Expense Breakdown

Grants Paid $124,391

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $124,391

Other Expenses $25,148

TOTAL EXPENSES $149,539

Year-over-Year Comparison

	2018	2017	Change
Revenue	$127,118	$586,684	-0.8%
Expenses	$149,539	$589,308	-0.7%
Net Income	$-22,421	$-2,624	+7.5%

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

$20,000

Total Directors

$20,000

Key Employees

$188,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE SAMUELS	President	0.300	Officer Director	$0	$0	$20,000
EVAN ENGSTROM	Executive Director	0.500	Key Emp	$0	$0	$188,000
LEAH BELSKY	Secretary	0.300	Officer Director	$0	$0	$0
PAUL SIEMINSK	Director	0.300	Director	$0	$0	$0
JOSH MENDELSOHN	Director	0.300	Director	$0	$0	$0
DEREK PARHAM	Treasurer	0.300	Officer	$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
2018	$127,118	$149,539	$53,759	$-22,421

Engine Research Foundation