THE SOCIETY FOR THE STUDY OF EVOLUTION (EIN 486121424) - 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

1946

Legal Domicile

Principal Officer

DR HOWARD RUNDLE

Phone

3145779554

Tax Period

2023-01-01 to 2023-12-31

THE SOCIETY FOR THE STUDY OF EVOLUTION, founded in 1946, is a community nonprofit in the Social Science sector that reported $1.4M in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. Expenses of $1.3M left a modest 8% surplus.

Mission

ADVANCE KNOWLEDGE OF EVOLUTIONARY BIOLOGY FOR THE BENEFIT OF SCIENCE AND SOCIETY

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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 $8,251

Program Service Revenue $1,227,878

Investment Income $153,585

Other Revenue $1,226

TOTAL REVENUE $1,390,940

Expense Breakdown

Grants Paid $325,745

Salaries & Benefits $25,000

Fundraising Expenses $0

Program Expenses $1,057,594

Other Expenses $927,236

TOTAL EXPENSES $1,277,981

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,390,940	$1,644,193	-0.2%
Expenses	$1,277,981	$1,274,895	+0.0%
Net Income	$112,959	$369,298	-0.7%

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

N/A

Volunteers

1400

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

$25,000

Total Directors

$25,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLY ZAMUDIO	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANNE CHARMANTIER	PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
LAURA GALLOWAY	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
HOWARD RUNDLE	EXECUTIVE VICE PRESIDENT	15.00	Officer Director	$15,000	$0	$15,000
HANNA KOKKO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL WHITLOCK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SARAH SCHAACK	SECRETARY	12.00	Officer Director	$0	$0	$0
COURTNEY MURREN	TREASURER	8.00	Officer Director	$0	$0	$0
TRACEY CHAPMAN	EDITOR-IN-CHIEF (THRU 06/23)	11.00	Officer Director	$0	$0	$0
JASON WOLF	EDITOR-IN-CHIEF	11.00	Officer Director	$10,000	$0	$10,000
LIZ ALTER	MEMBER	1.00	Director	$0	$0	$0
HENRY ARENAS CASTRO	MEMBER	1.00	Director	$0	$0	$0
REGINA BAUCOM	MEMBER	1.00	Director	$0	$0	$0
DANIEL BOLNICK	MEMBER	1.00	Director	$0	$0	$0
ROBERT DRIVER	MEMBER	1.00	Director	$0	$0	$0
DANIELLE EDWARDS	MEMBER	1.00	Director	$0	$0	$0
MARIA ORIVE	MEMBER	1.00	Director	$0	$0	$0
AMBER RICE	MEMBER	1.00	Director	$0	$0	$0
ROBIN TINGHITELLA	MEMBER	1.00	Director	$0	$0	$0
KATIE WAGNER	MEMBER	1.00	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	$1,390,940	$1,277,981	$5,779,904	$112,959
2022	$1,644,193	$1,274,895	$5,042,149	$369,298
2021	$948,080	$609,320	$5,834,706	$338,760
2020	$673,767	$429,827	$5,269,801	$243,940
2019	$1,525,678	$1,566,959	$4,361,367	$-41,281
2018	$669,707	$634,082	$3,825,675	$35,625

THE SOCIETY FOR THE STUDY OF EVOLUTION