ZEPHYR 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

MATTHEW BOWMAN

Phone

4155953487

Tax Period

2024-01-01 to 2024-12-31

ZEPHYR INSTITUTE INC, founded in 2014, is a small nonprofit in the Community Improvement sector that reported $470K in total revenue in fiscal year 2024. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $73K, a strong 15% operating margin.

Mission

THE ZEPHYR INSTITUTE IS A COMMUNITY OF SCHOLARS, STUDENTS AND PROFESSIONALS COMMITTED TO GAINING A FULLER UNDERSTANDING OF THE HUMAN PERSON AND THE COMMON GOOD.

Program Service Accomplishments

Program 1

Expenses: $261,852

THE ZEPHYR INSTITUTE'S CENTER OF THE STUDY OF FIRST PRINCIPLES PROVIDES A FORUM FOR SCHOLARS, STUDENTS AND PROFESSIONALS TO ENGAGE LIFE'S DEEPEST AND MOST ENDURING QUESTIONS. FROM OUR FLOURISHING...

THE ZEPHYR INSTITUTE'S CENTER OF THE STUDY OF FIRST PRINCIPLES PROVIDES A FORUM FOR SCHOLARS, STUDENTS AND PROFESSIONALS TO ENGAGE LIFE'S DEEPEST AND MOST ENDURING QUESTIONS. FROM OUR FLOURISHING SOCIETY GATHERINGS TO OUR ANNUAL ZEPHYR PHILOSOPHY CAMP, FIRST PRINCIPLES PROGRAMS EXAMINE THE FUNDAMENTAL CONCEPTS AND ASSUMPTIONS ON WHICH POPULAR MORAL, POLITICAL AND METAPHYSICAL THEORIES ARE BASED.

Program 2

ZEPHYR'S CENTER FOR THE STUDY OF THE PROFESSIONS AND MORAL PURPOSEHELPS STANFORD STUDENTS THINK DEEPLY ABOUT THE PHILOSOPHICALFOUNDATIONS AND THE TELOS OF CULTURE-SHAPING PROFESSIONS. AS...

ZEPHYR'S CENTER FOR THE STUDY OF THE PROFESSIONS AND MORAL PURPOSEHELPS STANFORD STUDENTS THINK DEEPLY ABOUT THE PHILOSOPHICALFOUNDATIONS AND THE TELOS OF CULTURE-SHAPING PROFESSIONS. AS STANFORDSTUDENTS PREPARE TO PIONEER DEVELOPMENTS IN TECHNOLOGY, MEDICINE,BUSINESS AND MEDIA, THEY NEED NOT ONLY PRACTICAL KNOW-HOW, BUT ALSO APROFOUND UNDERSTANDING OF HOW THEIR WORK FITS INTO THE BROADER CONTEXTOF HUMAN HISTORY, WHAT THE NATURE AND PURPOSE OF THEIR PROFESSIONS ARE,AND HOW INNOVATIONS IN THESE FIELDS MIGHT BEST SERVE THE HUMAN FAMILY.THE CENTER FOR THE STUDY OF THE PROFESSIONS AND MORAL PURPOSE OFFERS ANOPPORTUNITY FOR VIGOROUS DEBATE AND PROFOUND INQUIRY INTO THE NATURE,GOALS AND RESPONSIBILITIES OF THE PROFESSIONS MOST DIRECTLY SHAPINGSOCIAL NORMS.

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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 $394,560

Program Service Revenue $17,891

Investment Income $57,176

Other Revenue $0

TOTAL REVENUE $469,627

Expense Breakdown

Grants Paid $31,202

Salaries & Benefits $235,997

Fundraising Expenses $21,953

Program Expenses $261,852

Other Expenses $129,784

TOTAL EXPENSES $396,983

Year-over-Year Comparison

	2024	2023	Change
Revenue	$469,627	$605,322	-0.2%
Expenses	$396,983	$411,927	0.0%
Net Income	$72,644	$193,395	-0.6%

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

$196,060

Total Directors

$93,516

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BOYD SMITH	CHAIRMAN	3.00	Director	$0	$0	$0
LUIS TELLEZ	DIRECTOR	3.00	Director	$0	$0	$0
JOHN ENDRIZ	DIRECTOR	2.00	Director	$0	$0	$0
KIRK HOIBERG	DIRECTOR	2.00	Director	$0	$0	$0
ANDRE VANIER	DIRECTOR	2.00	Director	$0	$0	$0
JUDY ROMEA	DIRECTOR	2.00	Director	$0	$0	$0
LYRA RUFINO-MACEDA	DIRECTOR	2.00	Director	$0	$0	$0
MELISSA WATERS	DIRECTOR	2.00	Director	$0	$0	$0
MATTHEW BOWMAN	PRESIDENT AND EXECUTIVE DIRECTOR	40.00	Officer Director	$93,516	$0	$93,516
DANIELA ASUNCION	DIRECTOR OF OPERATIONS	20.00	Officer	$35,933	$0	$35,933
LANDON HOBBS	RESEARCH FELLOW AND DIRECTOR OF ACADEMIC PROGRAMS	20.00	Officer	$66,611	$0	$66,611

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	$469,627	$396,983	$1,493,041	$72,644
2023	$605,322	$411,927	$1,422,344	$193,395
2022	$442,800	$757,648	$1,237,967	$-314,848
2021	$561,845	$493,022	$1,553,468	$68,823
2020	$1,072,143	$380,461	$1,516,298	$691,682
2019	$472,342	$438,414	$783,851	$33,928
2018	$528,220	$476,049	$748,981	$52,171