The Lawrence Institute (EIN 813733176) - 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

2016

Legal Domicile

Principal Officer

Larry Heitz

Phone

4807472296

Tax Period

2020-01-01 to 2020-12-31

The Lawrence Institute, founded in 2016, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $39 in total revenue in fiscal year 2020. Revenue fell 74% from the prior year — a significant decline worth monitoring. Expenses of $121K exceeded revenue, resulting in a 311290% operating deficit.

Mission

The Lawrence Institute supports not-for-profit organizations by providing pro-bono training and financial support through annual grants.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $39

Other Revenue $0

TOTAL REVENUE $39

Expense Breakdown

Grants Paid $120,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $120,200

Other Expenses $1,242

TOTAL EXPENSES $121,442

Year-over-Year Comparison

	2020	2019	Change
Revenue	$39	$152	-0.7%
Expenses	$121,442	$255,886	-0.5%
Net Income	$-121,403	$-255,734	-0.5%

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

N/A

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
Larry Heitz	President	2.0	Officer Director	$0	$0	$0
Sharon Heitz MA	Vice President, Director	0.5	Officer Director	$0	$0	$0
Julie Beard	Secretary, Treasurer, Director	0.5	Officer Director	$0	$0	$0
Carol Poore PHD MBA	director	0.2	Director	$0	$0	$0
Rev Dr LMartin McDonald ThM PHD	Director	0.2	Director	$0	$0	$0
Paula J Adkins MBA	Director	0.2	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
2020	$39	$121,442	$50,734	$-121,403
2019	$152	$255,886	$172,137	$-255,734
2018	$219,263	$426,476	$427,871	$-207,213

The Lawrence Institute