The URSA Institute (EIN 510138569) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

JOAN TAYLOR

Phone

8888816619

Tax Period

2025-01-01 to 2025-12-31

The URSA Institute, founded in 1975, is a community nonprofit in the Civil Rights & Advocacy sector that reported $1.5M in total revenue in fiscal year 2025. Revenue decreased 11% compared to the prior year.

Mission

The URSA Institute works collectively in love unity and cultural humility to educate empower and engage our communities to end commercial tobacco use. The URSA Institute conducts trainings workshops webinars on a wide variety of topics all with the aim of engaging and educating our community. We also collaborate with community partners government agencies and various stakeholders.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $1,470,481

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,470,481

Expense Breakdown

Grants Paid $0

Salaries & Benefits $571,642

Fundraising Expenses $0

Program Expenses $1,164,375

Other Expenses $892,664

TOTAL EXPENSES $1,464,306

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,470,481	$1,660,939	-0.1%
Expenses	$1,464,306	$1,657,200	-0.1%
Net Income	$6,175	$3,739	+0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

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

Total Directors

Key Employees

$135,095

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carol McGruder	EXECUTIVE DIRECTOR	40.00	Key Emp	$135,095	$0	$135,095
Michael Jang	PRESIDENT	0.00	Director	$0	$0	$0
Ernie Fazio	SECRETARY	0.00	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
2025	$1,470,481	$1,464,306	$817,157	$6,175
2024	$1,660,939	$1,657,200	$909,950	$3,739
2023	$1,545,464	$1,490,997	$998,810	$54,467
2019	$765,454	$570,196	$402,781	$195,258
2018	$498,349	$413,311	$197,535	$85,038

The URSA Institute