HEALTH AND ENVIRONMENTAL SCIENCES INSTITUTE (EIN 522337019) - 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

2001

Legal Domicile

Principal Officer

SYRIL PETTIT

Phone

2026598404

Tax Period

2023-01-01 to 2023-12-31

HEALTH AND ENVIRONMENTAL SCIENCES INSTITUTE, founded in 2001, is a community nonprofit in the Science & Technology sector that reported $6.3M in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum.

Mission

THE HEALTH AND ENVIRONMENTAL SCIENCES INSTITUTE (HESI) IS A NONPROFIT INSTITUTION WHOSE MISSION IS TO ENGAGE SCIENTISTS FROM ACADEMIA, GOVERNMENT, INDUSTRY, NONPROFIT, AND OTHER RESEARCH INSTITUTIONS TO IDENTIFY AND RESOLVE GLOBAL HEALTH AND ENVIRONMENTAL ISSUES.

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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 $6,213,200

Program Service Revenue $10,876

Investment Income $122,292

Other Revenue $0

TOTAL REVENUE $6,346,368

Expense Breakdown

Grants Paid $1,293,517

Salaries & Benefits $2,300,256

Fundraising Expenses $60,101

Program Expenses $5,618,099

Other Expenses $2,910,407

TOTAL EXPENSES $6,504,180

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,346,368	$4,975,112	+0.3%
Expenses	$6,504,180	$4,925,372	+0.3%
Net Income	$-157,812	$49,740	-4.2%

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

300

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

$591,842

Total Directors

Key Employees

$212,843

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR SYRIL PETTIT	EXECUTIVE DIRECTOR	37.50	Officer	$307,517	$52,902	$360,419
MS BETH-ELLEN BERRY	CHIEF FINANCIAL OFFICER	10.00	Officer	$215,419	$16,004	$231,423
DR MICHELLE EMBRY	ASSOCIATE DIRECTOR	37.50	Key Emp	$194,790	$18,053	$212,843
DR CONNIE JIANG	SR. SCIENTIFIC PROGRAM MGR	37.50	Highest	$136,057	$26,358	$162,415
DR RAEGAN O'LONE	SR. PROGRAM ADVISOR	37.50	Highest	$135,969	$21,850	$157,819
DR SANDRINE DEGLIN	SR. SCIENTIFIC PROGRAM MGR	37.50	Highest	$131,802	$19,231	$151,033
MS JENNIFER PIERSON	ASSOC. DIR. PROGRAM DEV & RES	37.50	Highest	$134,756	$13,255	$148,011
DR LUCILIA PEREIRA MOURIES	SR. SCIENTIFIC PROGRAM MGR	37.50	Highest	$126,015	$10,047	$136,062
PROF RUTH A ROBERTS	CHAIR	2.00	Officer Director	$0	$0	$0
DR MARTIN VAN DEN BERG	PAST CHAIR	2.00	Officer Director	$0	$0	$0
DR ANTHONY HOLMES	PRESIDENT	2.00	Officer Director	$0	$0	$0
DR JON C COOK	PAST PRESIDENT (TO FEB '23)	2.00	Officer Director	$0	$0	$0
DR DAVID L EATON	TREASURER	2.00	Officer Director	$0	$0	$0
DR PAMELA J SPENCER	SECRETARY (TO JAN '23)	2.00	Officer Director	$0	$0	$0
DR KARISSA ADKINS	TRUSTEE	2.00	Director	$0	$0	$0
DR WARREN M CASEY	TRUSTEE	2.00	Director	$0	$0	$0
DR ROGER CHAMMAS	TRUSTEE	2.00	Director	$0	$0	$0
DR MYRTLE DAVIS	TRUSTEE	2.00	Director	$0	$0	$0
DR DORIT DONOVIEL	TRUSTEE (FROM JUN '23)	2.00	Director	$0	$0	$0
DR PATRICIA ESCOBAR	TRUSTEE	2.00	Director	$0	$0	$0
DR NINA HALLMARK	TRUSTEE	2.00	Director	$0	$0	$0
DR SARAH A HUGHES	TRUSTEE	2.00	Director	$0	$0	$0
DR ELKE JENSEN	TRUSTEE (FROM JUN '23)	2.00	Director	$0	$0	$0
DR JESSICA LAROCCA	TRUSTEE (FROM JUN '23)	2.00	Director	$0	$0	$0
DR JERRY S H LEE	TRUSTEE (TO JUN '23	2.00	Director	$0	$0	$0
DR ELISE MADISON LEWIS	TRUSTEE (FROM JUN '23)	2.00	Director	$0	$0	$0
DR ADAM LILLICRAP	TRUSTEE	2.00	Director	$0	$0	$0
DR JOSE E MANAUTOU	TRUSTEE	2.00	Director	$0	$0	$0
DR CHARLENE A MCQUEEN	TRUSTEE (TO JUN '23	2.00	Director	$0	$0	$0
DR GARY MINSAVAGE	TRUSTEE	2.00	Director	$0	$0	$0
DR GRAEME MOFFAT	TRUSTEE	2.00	Director	$0	$0	$0
DR ELIANA ROSA MUNARRIZ	TRUSTEE	2.00	Director	$0	$0	$0
DR ROSE OMARI	TRUSTEE	2.00	Director	$0	$0	$0
DR MARC PALLARDY	TRUSTEE	2.00	Director	$0	$0	$0
DR TRACEY L PAPENFUSS	TRUSTEE	2.00	Director	$0	$0	$0
DR STEFAN PFUHLER	TRUSTEE	2.00	Director	$0	$0	$0
DR HANS SANDERSON	TRUSTEE	2.00	Director	$0	$0	$0
DR YUKO SEKINO	TRUSTEE	2.00	Director	$0	$0	$0
DR KATHLEEN SHELTON	TRUSTEE (TO FEB '23)	2.00	Director	$0	$0	$0
DR JUSTIN TEEGUARDEN	TRUSTEE (FROM JUN '23)	2.00	Director	$0	$0	$0
DR JEAN-PIERRE VALENTIN	TRUSTEE	2.00	Director	$0	$0	$0
DR DOUGLAS C WOLF	TRUSTEE	2.00	Director	$0	$0	$0
DR CAROLE L YAUK	TRUSTEE	2.00	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	$6,346,368	$6,504,180	$10,423,827	$-157,812
2022	$4,975,112	$4,925,372	$9,947,407	$49,740
2021	$5,052,599	$4,322,553	$8,376,390	$730,046
2020	$4,787,282	$3,401,792	$7,787,877	$1,385,490
2019	$3,586,054	$3,388,521	$6,320,514	$197,533
2018	$3,709,929	$3,774,261	$6,046,245	$-64,332

HEALTH AND ENVIRONMENTAL SCIENCES INSTITUTE