PRIMATES INCORPORATED (EIN 810632763) - 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

2004

Legal Domicile

Principal Officer

Amy Kerwin

Phone

6082202166

Tax Period

2024-08-01 to 2025-07-31

PRIMATES INCORPORATED, founded in 2004, is a small nonprofit in the Animal-Related sector that reported $239K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Expenses of $274K exceeded revenue, resulting in a 15% operating deficit.

Mission

Primates Incorporated is a non-profit sanctuary that provides permanent, spacious, and enriching homes to monkeys from labs and the pet trade. The organization provides free education about primate care, behavior, and sanctuary development to interested volunteers.

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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 (2024)

Revenue Breakdown

Contributions & Grants $239,429

Program Service Revenue $0

Investment Income $4,092

Other Revenue $-4,916

TOTAL REVENUE $238,605

Expense Breakdown

Grants Paid $0

Salaries & Benefits $146,042

Fundraising Expenses $8,053

Program Expenses $193,473

Other Expenses $128,422

TOTAL EXPENSES $274,464

Year-over-Year Comparison

	2024	2023	Change
Revenue	$238,605	$277,276	-0.1%
Expenses	$274,464	$212,984	+0.3%
Net Income	$-35,859	$64,292	-1.6%

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

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
Amy Kerwin	President	7	Officer Director	$0	$0	$0
Dan Jardine	Vice President	0.5	Director	$0	$0	$0
Heather Davis	Treasurer	2	Officer Director	$0	$0	$0
Tina Knipfer	Secretary	3	Officer Director	$0	$0	$0
Kevin Henry	Board Member	1	Director	$0	$0	$0
Justine Williamson	Board Member	0.5	Director	$0	$0	$0
Alyssa Smolensky	Board Member	1	Director	$0	$0	$0
Christina Skasa	Board Member	3	Officer Director	$0	$0	$0
Eric Prudent	Board Member	1	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	$238,605	$274,464	$644,690	$-35,859
2024	$277,276	$212,984	$687,678	$64,292
2023	$200,055	$203,439	$761,032	$-3,384
2022	$247,298	$171,449	$817,847	$75,849
2021	$382,252	$182,463	$751,794	$199,789

PRIMATES INCORPORATED