Josephine Porter Institute for Applied BioDynamics (EIN 541359533) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

Teresa OShaughnessy

Phone

5407457030

Tax Period

2024-01-01 to 2024-12-31

JOSEPHINE PORTER INSTITUTE FOR APPLIED BIO-DYNAMICS INC, founded in 1985, is a small nonprofit in the Science & Technology sector that reported $225K in total revenue in fiscal year 2018. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $34K, a strong 15% operating margin.

Mission

To conduct seminars, research, and provide other educational opportunities, plus supply training aids (preparations) to support and further the bio-dynamic method of agriculture.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $14,957

Program Service Revenue $30,049

Investment Income $-980

Other Revenue $205,051

TOTAL REVENUE $249,077

Expense Breakdown

Grants Paid $503

Salaries & Benefits $83,279

Fundraising Expenses $398

Program Expenses $72,624

Other Expenses $131,138

TOTAL EXPENSES $214,920

Year-over-Year Comparison

	2024	2023	Change
Revenue	$249,077	$257,542	0.0%
Expenses	$214,920	$164,394	+0.3%
Net Income	$34,157	$93,148	-0.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michael Biltonen	President Part Year	5.00	Officer Director	$0	$0	$0
Sean Jackson	Director	2.00	Director	$0	$0	$0
Barbara Shinn	Treasurer Part Year	5.00	Officer Director	$0	$0	$0
Virginia Samsel	Board Member	2.00	Director	$0	$0	$0
Will Bratton	Treasurer	5.00	Officer Director	$0	$0	$0
Karina Hines	Board Member	2.00	Director	$0	$0	$0
Teresa OShaughnessy	President	5.00	Officer 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	$249,077	$214,920	$419,827	$34,157
2023	$257,542	$164,394	$406,568	$93,148
2022	$144,117	$142,306	$327,921	$1,811
2021	$243,218	$201,212	$337,020	$42,006
2021	$282,258	$264,475	$313,765	$17,783
2020	$249,264	$222,424	$292,179	$26,840
2019	$221,189	$232,213	$290,618	$-11,024
2018	$224,606	$190,531	$335,065	$34,075

Josephine Porter Institute for Applied BioDynamics