SN Phelps Research Institute Inc (EIN 465025689) - 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

2021

Legal Domicile

Phone

8635341292

Tax Period

2023-01-01 to 2023-12-31

SN Phelps Research Institute Inc, founded in 2021, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $14.3M in total revenue in fiscal year 2023. Revenue surged 139877% from the prior year, signaling strong growth momentum. The organization ran a surplus of $14.2M, a strong 100% operating margin.

Mission

To FURTHER CHRISTIAN OR EDUCATIONAL PURPOSES.

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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 $14,279,584

Program Service Revenue $0

Investment Income $1,873

Other Revenue $-28,956

TOTAL REVENUE $14,252,501

Expense Breakdown

Grants Paid $11,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,500

Other Expenses $1,150

TOTAL EXPENSES $12,650

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,252,501	$10,182	+1398.8%
Expenses	$12,650	$16,375	-0.2%
Net Income	$14,239,851	$-6,193	-2300.3%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Fred J Boling Jr	Chairman & President	0.5	Officer Director	$0	$0	$0
Robert E Curry	Director	0.5	Director	$0	$0	$0
Sheldon M Schuster	Director	0.5	Director	$0	$0	$0
Amanda S Conner	Secretary & Treasurer	0.5	Officer	$0	$0	$0
Richard E Wallach	Asst Secretary & Asst Treasurer	0.5	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
2024	No data	No data	No data	No data
2023	$14,252,501	$12,650	$14,279,734	$14,239,851

SN Phelps Research Institute Inc