GLOBEWOMEN RESEARCH & EDUCATION INSTITUTE (EIN 474613148) - 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

Irene Natividad

Phone

2028353713

Tax Period

2023-01-01 to 2023-12-31

GLOBEWOMEN RESEARCH & EDUCATION INSTITUTE, founded in 2015, is a community nonprofit in the Social Science sector that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Net assets of $4.1M represent 44 months of operating reserves.

Mission

Work to expand women's economic opportunities globally through exchanges of working solutions and creative strategies forged by women leaders in different parts of the world.

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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 $1,017,648

Investment Income $100,097

Other Revenue $0

TOTAL REVENUE $1,117,745

Expense Breakdown

Grants Paid $0

Salaries & Benefits $627,543

Fundraising Expenses $0

Program Expenses $1,010,336

Other Expenses $551,563

TOTAL EXPENSES $1,179,106

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,117,745	$922,565	+0.2%
Expenses	$1,179,106	$1,030,503	+0.1%
Net Income	$-61,361	$-107,938	-0.4%

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

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

$300,000

Total Directors

$300,000

Key Employees

$412,551

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Irene Natividad	President	40	Officer Director Key Emp Highest	$300,000	$0	$300,000
Lawrence Grady	Director	40	Key Emp	$112,551	$0	$112,551
Margarita deCos	Board Member	2	Director	$0	$0	$0
Ursula Schwarzenbart	Board Member	2	Director	$0	$0	$0
Denise Evans	Board Member	2	Director	$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
2024	No data	No data	No data	No data
2023	$1,117,745	$1,179,106	$4,275,979	$-61,361
2022	$922,565	$1,030,503	$4,210,000	$-107,938
2021	$851,804	$952,346	$4,319,731	$-100,542
2020	$860,038	$801,114	$4,571,054	$58,924

GLOBEWOMEN RESEARCH & EDUCATION INSTITUTE