THE HOUSE INSTITUTE FOUNDATION (EIN 462883905) - 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

2014

Legal Domicile

Principal Officer

WILLIAM H SLATTERY MD

Phone

2137702187

Tax Period

2022-07-01 to 2023-06-30

THE HOUSE INSTITUTE FOUNDATION, founded in 2014, is a community nonprofit in the Medical Research sector that reported $2.6M in total revenue in fiscal year 2022. Revenue surged 64% from the prior year, signaling strong growth momentum. Net assets of $7.0M represent 32 months of operating reserves.

Mission

BUILDING ON OUR STRONG FOUNDATION, WE CONTINUE TO INNOVATE IN HEARING HEALTH THROUGH RESEARCH, EDUCATION, GLOBAL HEALTH, AND PEDIATRIC CARE. WE BUILT OUT NEW OFFICE SPACE POST-PANDEMIC AND LAUNCHED A NEW PEDIATRIC AUDIOLOGY CLINIC.

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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 (2022)

Revenue Breakdown

Contributions & Grants $2,334,954

Program Service Revenue $15,000

Investment Income $151,079

Other Revenue $71,057

TOTAL REVENUE $2,572,090

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,493,283

Fundraising Expenses $309,843

Program Expenses $1,771,868

Other Expenses $1,059,253

TOTAL EXPENSES $2,552,536

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,572,090	$1,568,325	+0.6%
Expenses	$2,552,536	$1,996,145	+0.3%
Net Income	$19,554	$-427,820	-1.0%

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

$233,701

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM H SLATTERY MD	CHAIR	2.00	Officer Director	$0	$0	$0
JENNIFER DEREBERY	SECRETARY	2.00	Officer Director	$0	$0	$0
ANIL RATHI	DIRECTOR	2.00	Director	$0	$0	$0
DAVID AROESTY	TREASURER	2.00	Officer Director	$0	$0	$0
JAY CLARK	DIRECTOR	2.00	Director	$0	$0	$0
JOHN W HOUSE	DIRECTOR	2.00	Director	$0	$0	$0
JEREMY SIDELL	EXECUTIVE DIRECTOR	40.00	Officer	$223,540	$10,161	$233,701

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
2023	$2,572,090	$2,552,536	$9,249,761	$19,554
2022	$1,568,325	$1,996,145	$6,887,696	$-427,820
2021	$1,618,336	$1,479,648	$8,281,459	$138,688
2018	$579,764	$473,021	$4,864,765	$106,743
2018	$391,257	$473,021	$4,676,258	$-81,764

THE HOUSE INSTITUTE FOUNDATION