SARGENT SHRIVER PEACE INSTITUTE

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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

1986

Legal Domicile

Principal Officer

LUCIA DI ROSA

Phone

3108207600

Tax Period

2023-10-01 to 2024-09-30

SARGENT SHRIVER PEACE INSTITUTE, founded in 1986, is a community nonprofit that reported $2.6M in total revenue in fiscal year 2023. Revenue surged 906% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.2M, a strong 84% operating margin.

Mission

TO SUPPORT EDUCATIONAL AND PUBLIC POLICY PROGRAMS

Program Service Accomplishments

Program 1

Expenses: $212,355 Revenue: $2,638,321

ESTABLISHMENT OF THE SARGENT SHRIVER PEACE INSTITUTE FOR THE EDUCATION AND TRAINING OF LEADERS IN PEACEBUILDING AND SOCIAL CHANGE AS EXEMPLIFIED BY SARGENT SHRIVER.

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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 $247

Investment Income $2,638,074

Other Revenue $0

TOTAL REVENUE $2,638,321

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $182,635

Fundraising Expenses $0

Program Expenses $212,355

Other Expenses $130,544

TOTAL EXPENSES $413,179

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,638,321	$262,296	+9.1%
Expenses	$413,179	$418,456	0.0%
Net Income	$2,225,142	$-156,160	-15.2%

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

$142,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT SARGENT SHRIVERIII	DIRECTOR/TREASURER	2.00	Officer Director	$0	$0	$0
MARIA OWINGS SHRIVER	DIRECTOR	2.00	Director	$0	$0	$0
MARK KENNEDY SHRIVER	DIRECTOR/SECRETARY	2.00	Director	$0	$0	$0
TIMOTHY PERRY SHRIVER	DIRECTOR	2.00	Director	$0	$0	$0
LUCIA DI ROSA	EXECUTIVE DIRECTOR	40.00	Officer	$130,000	$12,000	$142,000
JAMES R PRICE III	FORMER EXECUTIVE DIRECTOR	20.00		$150,000	$0	$150,000

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	$2,638,321	$413,179	$11,536,337	$2,225,142
2023	$262,296	$418,456	$9,369,195	$-156,160
2022	$547,604	$858,530	$9,314,910	$-310,926
2021	$987,058	$595,893	$11,101,105	$391,165
2020	$300,113	$547,561	$9,091,359	$-247,448
2019	$284,669	$635,379	$9,136,918	$-350,710
2018	$426,224	$490,446	$9,440,993	$-64,222