SAVANNA INSTITUTE (EIN 463004682) - 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

KEEFE KEELEY

Phone

6084486432

Tax Period

2024-01-01 to 2024-12-31

SAVANNA INSTITUTE, founded in 2013, is a community nonprofit in the Environment sector that reported $3.6M in total revenue in fiscal year 2024. Revenue fell 81% from the prior year — a significant decline worth monitoring. Expenses of $7.3M exceeded revenue, resulting in a 100% operating deficit.

Mission

THE SAVANNA INSTITUTE IS WORKING TO LAY THE GROUNDWORK FOR WIDESPREAD AGROFORESTRY IN THE MIDWEST US.

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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 $2,984,797

Program Service Revenue $167,646

Investment Income $311,395

Other Revenue $169,478

TOTAL REVENUE $3,633,316

Expense Breakdown

Grants Paid $133,364

Salaries & Benefits $4,117,029

Fundraising Expenses $147,118

Program Expenses $6,778,758

Other Expenses $3,002,704

TOTAL EXPENSES $7,253,097

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,633,316	$19,013,715	-0.8%
Expenses	$7,253,097	$5,380,048	+0.3%
Net Income	$-3,619,781	$13,633,667	-1.3%

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

$162,273

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REBECCA HEGNER	CHAIR	1.50	Officer Director	$0	$0	$0
WILL BABLER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KATHY DICE	SECRETARY	1.00	Officer Director	$0	$0	$0
DICK MCFARLANE	DIRECTOR	0.75	Director	$0	$0	$0
ELA KAKDE	DIRECTOR	0.75	Director	$0	$0	$0
PATRICK WORMS	DIRECTOR	0.75	Director	$0	$0	$0
MARY BURKE	TREASURER	1.00	Officer Director	$0	$0	$0
KEEFE KEELEY	EXECUTIVE DIRECTOR	40.00	Officer	$150,273	$12,000	$162,273
SCOTT BRAINARD	TREE CROP BREEDER	40.00	Highest	$114,712	$0	$114,712
FREDERICK IUTZI	DIRECTOR OF AGROFORESTRY INNOVATION	40.00	Highest	$111,172	$6,794	$117,966
KATE WERSAN	SENIOR DIRECTOR, IMPACT & ENGAGEMENT	40.00	Highest	$110,754	$0	$110,754
DAVID BRUCE	DIRECTOR OF AGROFORESTRY ADOPTION	40.00	Highest	$105,390	$5,541	$110,931

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	$3,633,316	$7,253,097	$20,082,761	$-3,619,781
2023	$19,013,715	$5,380,048	$24,122,248	$13,633,667
2022	$2,591,686	$3,419,761	$10,738,008	$-828,075
2021	$5,295,861	$2,206,721	$10,548,651	$3,089,140
2020	$4,556,320	$924,910	$5,457,118	$3,631,410
2019	$747,696	$449,946	$617,625	$297,750
2018	$426,560	$126,347	$324,068	$300,213

SAVANNA INSTITUTE