DATA & SOCIETY RESEARCH INSTITUTE INC (EIN 462904827) - 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

JANET HAVEN

Phone

6468322038

Tax Period

2024-06-01 to 2025-05-31

DATA & SOCIETY RESEARCH INSTITUTE INC, founded in 2013, is a community nonprofit in the Public & Societal Benefit sector that reported $6.6M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

TO ADVANCE PUBLIC UNDERSTANDING OF THE SOCIAL AND CULTURAL IMPLICATIONS OF DATA-CENTRIC TECHNOLOGIES AND AUTOMATION. THROUGH INTERDISCIPLINARY RESEARCH AND ENGAGEMENT, THE INSTITUTE WORKS TO ENSURE THAT KNOWLEDGE GUIDES DEVELOPMENT AND GOVERNANCE OF TECHNOLOGY.

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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 $6,532,602

Program Service Revenue $0

Investment Income $65,806

Other Revenue $7,948

TOTAL REVENUE $6,606,356

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,468,995

Fundraising Expenses $702,800

Program Expenses $4,616,059

Other Expenses $1,202,520

TOTAL EXPENSES $6,671,515

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,606,356	$5,857,465	+0.1%
Expenses	$6,671,515	$5,940,967	+0.1%
Net Income	$-65,159	$-83,502	-0.2%

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

$405,768

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHERINE BRACY	DIRECTOR	1.00	Director	$0	$0	$0
CHARLTON MCILWAIN	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
ELLEN PAO	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
RAINA KUMRA	BOARD SECRETARY	1.00	Officer Director	$0	$0	$0
CINDY COHN	DIRECTOR	1.00	Director	$0	$0	$0
SURESH VENKATASUBRAMANIAN	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE MILLER	DIRECTOR	1.00	Director	$0	$0	$0
JANET HAVEN	EXECUTIVE DIRECTOR	40.00	Officer	$209,102	$8,972	$218,074
NICOLE LEE	COO & CFO	40.00	Officer	$178,722	$8,972	$187,694
CHARLEY JOHNSON	PROGRAM DIRECTOR PUBLIC TECH LEADERSHIP COLLABORAT	40.00	Highest	$127,821	$8,955	$136,776
AIHA NGUYEN	PROGRAM DIRECTOR, LABOR FUTURES	40.00	Highest	$130,513	$8,972	$139,485
BRIAN CHEN	POLICY DIRECTOR	40.00	Highest	$132,447	$6,735	$139,182
SONA RAI	DIRECTOR OF COMMUNICATIONS/MARKETING	40.00	Highest	$182,005	$24	$182,029
ANIA CALDERON	MANAGING DIRECTOR, STRATEGY & ENGAGEMENT	40.00	Highest	$162,431	$8,955	$171,386

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	$6,606,356	$6,671,515	$10,147,685	$-65,159
2024	$5,857,465	$5,940,967	$10,252,716	$-83,502
2023	$5,887,346	$5,480,082	$10,378,825	$407,264
2022	$3,287,575	$5,250,530	$10,624,558	$-1,962,955
2021	$6,193,473	$4,708,252	$13,144,930	$1,485,221
2020	$6,459,971	$5,678,647	$10,964,763	$781,324
2019	$6,863,561	$5,697,380	$9,567,860	$1,166,181
2018	$7,182,564	$5,150,878	$8,441,404	$2,031,686

DATA & SOCIETY RESEARCH INSTITUTE INC