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

Program Service Accomplishments

Program 1
Expenses: $234,945

In service of its mission to improve the improvement of education, The Inverness Institute worked with three educational improvement groups in 2023.1. Ten Strands is an organization committed to...

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In service of its mission to improve the improvement of education, The Inverness Institute worked with three educational improvement groups in 2023.1. Ten Strands is an organization committed to environmental literacy for all K-12 students in California. Their mission is to build partnerships amoung environmental educators, communities and schools to promote environmental learning. The Inverness Institute partners with Ten Strands for the purpose of strengthening their work by refining their theory of opportunities and engineering effective strategies.2)The Teacher Consultant Response Network (TCRN)is a network created by The Inverness Institute and sponsored by the Stuart Foundation. Its purpose is to gather information from 150 of the Californias leading teachers documenting their experiences during the pandemic. Results and comments are shared on EdSource - a non profit newsletter that publishes daily stories on the state of California education. 3) In 2023, The Inverness Institute began with the National Writing Project to support its work. The National Writing Project is a non profit organization dedicated to the improvement of teaching or writing across the nation. It is a network organization supporting 200 local writing project sites in every state.Inverness is contracted to help the organization with the management of its subcontracts and with organizational future planning and design.

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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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