THE HENRY L STIMSON CENTER (EIN 521640938) - 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

1989

Legal Domicile

Principal Officer

BRIAN FINLAY

Phone

2022235956

Tax Period

2023-01-01 to 2023-12-31

THE HENRY L STIMSON CENTER, founded in 1989, is a mid-sized nonprofit in the International Affairs sector that reported $13.0M in total revenue in fiscal year 2023.

Mission

SEE PART III, LINE 1.

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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 $9,143,945

Program Service Revenue $3,752,363

Investment Income $30,136

Other Revenue $69,724

TOTAL REVENUE $12,996,168

Expense Breakdown

Grants Paid $375,350

Salaries & Benefits $7,617,411

Fundraising Expenses $237,016

Program Expenses $10,830,521

Other Expenses $4,982,748

TOTAL EXPENSES $12,975,509

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,996,168	$12,677,718	+0.0%
Expenses	$12,975,509	$11,793,276	+0.1%
Net Income	$20,659	$884,442	-1.0%

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

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

$796,642

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HERBERT J CARLISLE	CHAIR	1.00	Officer Director	$0	$0	$0
SUSAN CHODAKEWITZ	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ALICE MARONI	DIRECTOR, TREASURER BEG 4/2023	1.00	Officer Director	$0	$0	$0
BRUCE MCCONNELL	SECRETARY	1.00	Officer Director	$0	$0	$0
SIR MICHAEL ARTHUR	DIRECTOR	1.00	Director	$0	$0	$0
JOHN B BELLINGER III	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY P BIALOS	DIRECTOR	1.00	Director	$0	$0	$0
BARRY BLECHMAN	DIRECTOR	1.00	Director	$0	$0	$0
LANSING CRANE	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT GALLUCCI	DIRECTOR	1.00	Director	$0	$0	$0
FRANCE HOANG	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE J HOWARD	DIRECTOR	1.00	Director	$0	$0	$0
JOHN K HURLEY	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE IRELAND	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN IRWIN	DIRECTOR	1.00	Director	$0	$0	$0
SURESH KATTA	DIRECTOR	1.00	Director	$0	$0	$0
DR SACHIKO KUNO	DIRECTOR	1.00	Director	$0	$0	$0
MARY MCINNIS BOIES	DIRECTOR	1.00	Director	$0	$0	$0
MARA MOTHERWAY	DIRECTOR	1.00	Director	$0	$0	$0
MARK NICHOLS	DIRECTOR	1.00	Director	$0	$0	$0
NICOLE PIASECKI	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN ROBERTS	DIRECTOR	1.00	Director	$0	$0	$0
SARAH STIMSON KARIS	DIRECTOR	1.00	Director	$0	$0	$0
NORMAN TAPLIN	DIRECTOR	1.00	Director	$0	$0	$0
HARRY K THOMAS JR	DIRECTOR	1.00	Director	$0	$0	$0
DAVID WELCH	DIRECTOR	1.00	Director	$0	$0	$0
ELISE ZOLI	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN FINLAY	PRESIDENT & CEO	40.00	Officer	$379,097	$42,448	$421,545
RACHEL STOHL	SVP OF RESEARCH PROGRAMS	40.00	Officer	$204,607	$27,405	$232,012
TIA JEFFRESS	DIRECTOR OF FINANCE - UNTIL 07/2023	40.00	Officer	$93,081	$11,790	$104,871
VIBHA BHATIA	VP, FINANCE AND OPS - AS OF 11/2023	40.00	Officer	$24,165	$14,049	$38,214
CHRISTOPHER PREBLE	SENIOR FELLOW AND DIRECTOR	40.00	Highest	$184,509	$10,097	$194,606
YUN SUN	SENIOR FELLOW AND DIRECTOR	40.00	Highest	$170,262	$18,847	$189,109
JOEL WIT	DISTINGUISHED FELLOW	40.00	Highest	$162,368	$17,487	$179,855
SALLY YOZELL	SENIOR FELLOW AND DIRECTOR	32.00	Highest	$162,161	$8,001	$170,162
ELIZABETH THRELKELD	SENIOR FELLOW AND DIRECTOR	40.00	Highest	$154,839	$8,403	$163,242

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	$12,996,168	$12,975,509	$14,729,901	$20,659
2022	$12,677,718	$11,793,276	$15,459,912	$884,442
2021	$13,547,018	$10,717,541	$7,355,197	$2,829,477
2020	$8,377,285	$9,914,348	$5,749,516	$-1,537,063
2019	$7,290,898	$9,411,038	$6,044,584	$-2,120,140
2018	$10,565,252	$7,162,503	$7,853,418	$3,402,749

THE HENRY L STIMSON CENTER