SMALL BUSINESS RESEARCH INSTITUTE (EIN 471733483) - 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

MATT HEINTZ

Phone

9134980654

Tax Period

2023-01-01 to 2023-12-31

SMALL BUSINESS RESEARCH INSTITUTE, founded in 2014, is a micro nonprofit in the Education sector that reported $301 in total revenue in fiscal year 2023. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $71K exceeded revenue, resulting in a 23398% operating deficit.

Mission

WE SPONSOR THE CEA (CERTIFIED ENTREPRENEURIAL ADVISOR) EDUCATION AND CERTIFICATION PROGRAM, CONSITING OF COURSES TO HELP BUSINESS ADVISORS AND ENTREPRENEURS BE MORE SUCCESSFUL IN SMALL BUSINESS. THE PROGRAM IS ESPECIALLY HELPFUL FOR DISADVANTAGED AND MINORITIES.

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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 $0

Program Service Revenue $301

Investment Income $0

Other Revenue $0

TOTAL REVENUE $301

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,984

Fundraising Expenses $0

Program Expenses $52,145

Other Expenses $65,746

TOTAL EXPENSES $70,730

Year-over-Year Comparison

	2023	2022	Change
Revenue	$301	$525	-0.4%
Expenses	$70,730	$57,534	+0.2%
Net Income	$-70,429	$-57,009	+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

Total Directors

$4,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRICIA	HORTON	2.00	Director	$0	$0	$0
GIO	GIOVANNI	2.00	Director	$0	$0	$0
MATT	HEINTZ	8.00	Director	$4,800	$0	$4,800

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	$301	$70,730	$109,978	$-70,429
2022	$525	$57,534	$180,407	$-57,009
2021	$1,013	$72,320	$237,416	$-71,307
2020	$301,052	$3,528	$308,723	$297,524

SMALL BUSINESS RESEARCH INSTITUTE