Natural History Institute (EIN 821871782) - 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

2017

Legal Domicile

Principal Officer

Robert Ellis

Phone

9288633232

Tax Period

2023-01-01 to 2023-12-31

Natural History Institute, founded in 2017, is a small nonprofit in the Arts, Culture & Humanities sector that reported $370K in total revenue in fiscal year 2023. Revenue surged 125% from the prior year, signaling strong growth momentum. Expenses of $426K exceeded revenue, resulting in a 15% operating deficit.

Mission

Additional significant activities are as follows:NHI Art Gallery:The Natural History Institute Art Gallery which featured four, free contemporary exhibitions in 2023. Each exhibition featured a free public talk and a paid field experience with the artist. Our gallery is open to the public five days a week, 9-5 and attendance is free.Research:Dr. Phillip McNally, NHI Research Affiliate, submitted the final research report on the findings of a two-year research project titled, Defining the Biodiversity of Butterflies (Lepidoptera: Rhopalocera) in the Mogollon Highlands.Other Program Services Description:We conducted a Touchstone Tour at Kino Bay, Mexico, on the Gulf of California.

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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 $328,212

Program Service Revenue $36,295

Investment Income $0

Other Revenue $5,555

TOTAL REVENUE $370,062

Expense Breakdown

Grants Paid $0

Salaries & Benefits $311,159

Fundraising Expenses $105,050

Program Expenses $233,669

Other Expenses $114,663

TOTAL EXPENSES $425,822

Year-over-Year Comparison

	2023	2022	Change
Revenue	$370,062	$164,365	+1.3%
Expenses	$425,822	$375,299	+0.1%
Net Income	$-55,760	$-210,934	-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

$96,726

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert Ellis	Executive Dir.	40.00	Officer	$89,838	$6,888	$96,726
Ty Fitzmorris	Treasurer	0.23	Officer Director	$0	$0	$0
Earl Duque	Trustee	1.00	Director	$0	$0	$0
Reuben Ellis	Vice President	3.00	Officer Director	$0	$0	$0
John Farmer	Trustee	1.00	Director	$0	$0	$0
Rebecca Ruffner	President	2.00	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	No data	No data	No data	No data
2023	$370,062	$425,822	$119,227	$-55,760
2022	$164,365	$375,299	$139,879	$-210,934
2022	$164,365	$375,299	$139,879	$-210,934
2021	$365,707	$333,525	$348,554	$32,182
2020	$381,485	$344,933	$261,694	$36,552
2020	$381,485	$344,933	$315,044	$36,552
2019	$531,720	$432,237	$224,515	$99,483
2019	$585,070	$432,237	$277,865	$152,833
2018	$461,343	$415,549	$125,218	$45,794

Natural History Institute