THE NELAC INSTITUTE (EIN 810554715) - 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

2002

Legal Domicile

Principal Officer

JERRY PARR

Phone

8175981624

Tax Period

2023-10-01 to 2024-09-30

THE NELAC INSTITUTE, founded in 2002, is a community nonprofit in the Environment sector that reported $1.0M in total revenue in fiscal year 2023. Expenses of $907K left a modest 11% surplus.

Mission

The mission of The NELAC Institute is to foster the generation of environmental data of known and documented quality through an open, inclusive, and transparent process that is

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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 $103,865

Program Service Revenue $918,598

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,022,463

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $612,219

Other Expenses $907,122

TOTAL EXPENSES $907,122

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,022,463	$955,677	+0.1%
Expenses	$907,122	$1,020,071	-0.1%
Net Income	$115,341	$-64,394	-2.8%

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

1180

Independent Members

1180

Employees

N/A

Volunteers

800

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

$22,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALFREDO SOTOMAYOR	CHAIR	3.00	Officer	$0	$0	$0
KRISTEN BROWN	VICE-CHAIR	3.00	Officer	$0	$0	$0
PATSY ROOT	SECRETARY	3.00	Officer	$0	$0	$0
JUSTIN BROWN	TREASURER	3.00	Officer	$0	$0	$0
STEVE ARMS	DIR	3.00	Director	$4,500	$0	$4,500
MARIA FRIEDMAN	DIR	3.00	Director	$0	$0	$0
JUDY MORGAN	DIR	3.00	Director	$0	$0	$0
JESSICA JENSEN	DIR	3.00	Director	$0	$0	$0
JORDAN ADELSON	DIR	3.00	Director	$0	$0	$0
NICK SLAWSON	DIR	3.00	Director	$0	$0	$0
LEM WALKER	DIR	3.00	Director	$0	$0	$0
AAREN ALGER	DIR	3.00	Director	$17,500	$0	$17,500
ROBIN COOK	DIR	3.00	Director	$0	$0	$0
SUSAN JACKSON	DIR	3.00	Director	$0	$0	$0
WILLIAM LIPPS	DIR	3.00	Director	$0	$0	$0
HAROLD LONGBAUGH	DIR	3.00	Director	$0	$0	$0
SHARON MERTENS	PART CHAIR	3.00	Director	$0	$0	$0
VALERIE SLAVEN	DIR	3.00	Director	$0	$0	$0
TRACY SZERSZEN	DIR	3.00	Director	$0	$0	$0
ALYSSA WINGARD	DIR	3.00	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	$1,022,463	$907,122	$14,405	$115,341
2023	$955,677	$1,020,071	$2,004	$-64,394
2022	$859,417	$856,619	$2,224	$2,798
2021	$812,320	$830,445	$11,478	$-18,125
2020	$825,149	$902,203	$-3,563	$-77,054
2019	$1,019,517	$1,074,804	$21,530	$-55,287
2018	$1,010,644	$973,733	$25,595	$36,911

THE NELAC INSTITUTE