ARCHBRIDGE INSTITUTE (EIN 474252296) - 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

2015

Legal Domicile

Principal Officer

GONZALO SCHWARZ

Phone

7033004453

Tax Period

2023-01-01 to 2023-12-31

ARCHBRIDGE INSTITUTE, founded in 2015, is a small nonprofit in the Education sector that reported $966K in total revenue in fiscal year 2023. Revenue fell 55% from the prior year — a significant decline worth monitoring. Expenses of $1.5M exceeded revenue, resulting in a 56% operating deficit.

Mission

TO REKINDLE THE AMERICAN DREAM OF OPPORTUNITY AND EARNED SUCCESS IN THE UNITED STATES AND AROUND THE WORLD BY PRODUCING, FUNDING, AND DISSEMINATING MULTIDISCIPLINARY ACADEMIC AND POLICY RESEARCH THAT WILL LIFT BARRIERS TO ECONOMIC MOBILITY BASED ON THE PRINCIPLES OF PERSONAL RESPONSIBILITY, RULE OF LAW, AND ENTREPRENEURSHIP.

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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 $966,122

Program Service Revenue $0

Investment Income $0

Other Revenue $300

TOTAL REVENUE $966,422

Expense Breakdown

Grants Paid $439,160

Salaries & Benefits $527,437

Fundraising Expenses $116,324

Program Expenses $1,328,333

Other Expenses $540,769

TOTAL EXPENSES $1,507,366

Year-over-Year Comparison

	2023	2022	Change
Revenue	$966,422	$2,147,182	-0.5%
Expenses	$1,507,366	$1,897,626	-0.2%
Net Income	$-540,944	$249,556	-3.2%

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

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

$105,000

Total Directors

$105,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HUBERT MORT TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
ANDREAS WIDMER	DIRECTOR	1.00	Director	$0	$0	$0
JUAN JOSE DABOUB	DIRECTOR	1.00	Director	$0	$0	$0
INGRID GREGG	CHAIRMAN	1.00	Officer Director	$0	$0	$0
GONZALO SCHWARZ	DIRECTOR/PRESIDENT/CEO	40.00	Officer Director	$105,000	$0	$105,000

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	$966,422	$1,507,366	$519,299	$-540,944
2022	$2,126,467	$1,901,116	$890,966	$225,351
2022	$2,147,182	$1,897,626	$912,224	$249,556
2021	$1,350,715	$1,173,630	$650,479	$177,085
2020	$621,949	$467,423	$445,341	$154,526
2019	$505,881	$238,603	$282,926	$267,278
2018	$232,010	$223,446	$26,702	$8,564
2018	$232,010	$218,006	$28,994	$14,004

ARCHBRIDGE INSTITUTE