Witherspoon Institute Inc (EIN 550835528) - 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

2003

Legal Domicile

Principal Officer

Luis Tellez

Phone

6096888779

Tax Period

2025-01-01 to 2025-12-31

Witherspoon Institute Inc, founded in 2003, is a community nonprofit in the Education sector that reported $2.7M in total revenue in fiscal year 2025. Revenue decreased 10% compared to the prior year. Net assets of $14.6M represent 65 months of operating reserves.

Mission

Research, education, and public awareness of the political, moral and philosophical principles of free and democratic societies

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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 (2025)

Revenue Breakdown

Contributions & Grants $2,102,895

Program Service Revenue $62,435

Investment Income $520,290

Other Revenue $0

TOTAL REVENUE $2,685,620

Expense Breakdown

Grants Paid $131,500

Salaries & Benefits $1,459,128

Fundraising Expenses $135,483

Program Expenses $2,097,960

Other Expenses $1,180,067

TOTAL EXPENSES $2,770,695

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,685,620	$2,984,147	-0.1%
Expenses	$2,770,695	$3,292,915	-0.2%
Net Income	$-85,075	$-308,768	-0.7%

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

$159,804

Total Directors

$65,305

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Russell J Snell	Director of Academic Programs	40.00		$247,433	$33,936	$281,369
Kelly Hanlon Muncy	Dir. of Operations	40.00		$201,454	$28,245	$229,699
James O'Boyle	Director of Development	40.00		$217,688	$4,429	$222,117
John Doherty	Dir. of Finance	40.00	Officer	$82,665	$11,834	$94,499
Luis Tellez	President	40.00	Officer Director	$60,000	$5,305	$65,305
Brian Mogck	Secretary	1.00	Officer Director	$0	$0	$0
Mark Mulholland	Treasurer	1.00	Officer Director	$0	$0	$0
Stephen Whelan	Chairman	1.00	Officer Director	$0	$0	$0
John Metzger	Trustee	1.00	Director	$0	$0	$0
Mark O'Brien	Trustee	1.00	Director	$0	$0	$0
Craig Cardon	Trustee	1.00	Director	$0	$0	$0
Frederic Clark	Trustee	1.00	Director	$0	$0	$0
Michael Crofton	Trustee	1.00	Director	$0	$0	$0
Deborah Garwood	Trustee	1.00	Director	$0	$0	$0
Broc Hiatt	Trustee	1.00	Director	$0	$0	$0
Michael Maibach	Trustee	1.00	Director	$0	$0	$0
Corbin Miller	Trustee	1.00	Director	$0	$0	$0
Eugene Zurlo	Trustee	1.00	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	$2,685,620	$2,770,695	$15,367,731	$-85,075
2024	$2,984,147	$3,292,915	$13,636,026	$-308,768
2023	$2,798,695	$2,673,335	$11,884,147	$125,360
2022	$3,286,930	$2,526,807	$10,646,741	$760,123
2021	$3,445,081	$2,323,889	$10,679,588	$1,121,192
2020	$3,133,066	$1,759,644	$9,121,464	$1,373,422
2019	$2,229,666	$2,402,287	$7,709,667	$-172,621
2018	$1,887,236	$4,296,054	$6,931,984	$-2,408,818

Witherspoon Institute Inc