THE INVERNESS INSTITUTE

EIN: 474550290 501(c)(3)

INVERNESS, CA

Total Revenue
N/A
Total Expenses
$234,965
Total Assets
$7,529
Net Assets
$-5,394
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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
CA
Tax Period
2023-01-01 to 2023-12-31

Mission

Improving the improvement of education

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0
Salaries & Benefits $47,625
Fundraising Expenses $0
Program Expenses $234,945
Other Expenses $187,340
TOTAL EXPENSES $234,965

Year-over-Year Comparison

2023 2022 Change
Revenue N/A $109,898 -1.0%
Expenses $234,965 $120,518 +0.9%
Net Income N/A $-10,620 N/A
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

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Governance

Voting Members
4
Independent Members
3
Employees
1
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
2
$47,625
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Harry Mark St John Director President 1.00
Officer
$47,625 $0 $47,625
Jeanne Harmon Director 1.00
Director
$0 $0 $0
Dan Humphries Director 1.00
Director
$0 $0 $0
Harry Mark St John III Director Chair of the Board 1.00
Director
$0 $0 $0
Richard Sterling Director 1.00
Director
$0 $0 $0
Harry Mark St John Secretary 1.00
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
2023 No data $234,965 $7,529 No data
2022 $109,898 $120,518 $229,631 $-10,620
2021 $302,907 $178,409 $240,191 $124,498
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