BLANCHARD INSTITUTE INC

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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

MARJORIE BLANCHARD

Phone

7602336729

Tax Period

2020-01-01 to 2020-12-31

BLANCHARD INSTITUTE INC, founded in 2014, is a small nonprofit in the Youth Development sector that reported $152K in total revenue in fiscal year 2020. Revenue fell 53% from the prior year — a significant decline worth monitoring. Expenses of $221K exceeded revenue, resulting in a 46% operating deficit.

Mission

BLANCHARD INSITUTE, INC. HAS FOUND THAT A COMMON NEED IN ORGANIZATIONS IS THE MEANS TO DEVELOP PEOPLE IN THE PERFORMANCE OF THEIR ASIGNED, CRITICAL TASKS. BLANCHARD INSTITUTE USES THE SITUATIONAL LEADERSHIP MODEL TO DEVELOP LEADERS THAT ARE SELF-RELIANT AND PEAK PERFORMERS.

Program Service Accomplishments

Program 1

Expenses: $119,158 Revenue: $30,089

BLANCHARD INSTITUTE, INC. PROVIDES TRAINING THAT IS A COMPREHENSIVE, DYNAMIC AND PRACTICAL METHODOLOGY FOR ENGAGING CHILDREN AND ADOLESCENTS IN THE EDUCATION PROCESS; THEREBY ACCELERATING LEARNING...

BLANCHARD INSTITUTE, INC. PROVIDES TRAINING THAT IS A COMPREHENSIVE, DYNAMIC AND PRACTICAL METHODOLOGY FOR ENGAGING CHILDREN AND ADOLESCENTS IN THE EDUCATION PROCESS; THEREBY ACCELERATING LEARNING, PROMOTING SELF-LEADERSHIP, FACILITATING COLLABORATION, ENHANCING ACADEMIC PERFORMANCE AND BUILDING STUDENT SELF-ESTEEM.

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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 (2020)

Revenue Breakdown

Contributions & Grants $120,250

Program Service Revenue $30,089

Investment Income $0

Other Revenue $1,249

TOTAL REVENUE $151,588

Expense Breakdown

Grants Paid $0

Salaries & Benefits $178,949

Fundraising Expenses $30,342

Program Expenses $119,158

Other Expenses $42,259

TOTAL EXPENSES $221,208

Year-over-Year Comparison

	2020	2019	Change
Revenue	$151,588	$320,921	-0.5%
Expenses	$221,208	$260,616	-0.2%
Net Income	$-69,620	$60,305	-2.2%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARJORIE BLANCHARD	PRESIDENT	1.00	Officer Director	$0	$0	$0
MADELEINE BLANCHARD	SECRETARY	1.00	Officer Director	$0	$0	$0
TOM MCKEE	CFO	1.00	Officer Director	$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
2020	$151,588	$221,208	$229,795	$-69,620
2019	$320,921	$260,616	$273,497	$60,305
2018	$360,079	$281,736	$231,775	$78,343