THE TERMEER INSTITUTE INC

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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

2019

Legal Domicile

Principal Officer

BELINDA TERMEER

Phone

6179574054

Tax Period

2025-01-01 to 2025-12-31

THE TERMEER INSTITUTE INC, founded in 2019, is a community nonprofit in the Medical Research sector that reported $2.1M in total revenue in fiscal year 2025. Revenue fell 40% from the prior year — a significant decline worth monitoring.

Mission

THE TERMEER INSTITUTE IS A CATALYST FOR INNOVATION THAT BRINGS LIFE-CHANGING TREATMENTS TO PATIENTS WORLDWIDE. WE SUPPORT AND EMPOWER BRILLIANT LIFE SCIENCE LEADERS TO ADVANCE GROUNDBREAKING, PATIENT-CENTERED SOLUTIONS.

Program Service Accomplishments

Program 1

Expenses: $1,481,766

TO DATE, OVER 100 LEADERS FROM NINE COUNTRIES AND SIX STATES HAVE BENEFITTED FROM THE TERMEER INSTITUTE'S GROWING LEADERSHIP PROGRAMS. WE HAVE ALSO EXPANDED OUR NETWORK TO INCLUDE TERMEER SCHOLARS...

TO DATE, OVER 100 LEADERS FROM NINE COUNTRIES AND SIX STATES HAVE BENEFITTED FROM THE TERMEER INSTITUTE'S GROWING LEADERSHIP PROGRAMS. WE HAVE ALSO EXPANDED OUR NETWORK TO INCLUDE TERMEER SCHOLARS, ACADEMIC AND NON-PROFIT LEADERS SEEKING TO SCALE AND DISSEMINATE THEIR KNOWLEDGE TO IMPACT PATIENTS. IN 2025, WE ADDED NINE NEW SCHOLARS TO OUR NETWORK FOR A TOTAL OF 14 TERMEER SCHOLARS ACROSS THE US AND AFRICA. IN 2025, WE UPDATED THE SCHOLARS PROGRAM TO A COHORT MODEL TO FOCUS ON LEADERSHIP AND RESEARCH TRANSLATION SKILL DEVELOPMENT, IN REPONSE TO FEEDBACK FROM PRIOR YEAR SCHOLARS. IN 2025, THE TERMEER INSTITUTE TEAM CONTINUED TO BUILD ITS VALUES-BASED LEADERSHIP MODEL- DELIVERING 25 LEARNING SESSIONS, AWARDING 20 MICRO GRANTS FOR PROFESSIONAL LEADERSHIP DEVELOPMENT, PROVIDING 150 1:1 COACHING HOURS WITH CONSULTANTS AND EXECUTIVE COACHES, CREATING 200+ MENTORING AND ADVISING RELATIONSHIPS WITHIN THE TERMEER NETWORK, PROVIDING 100 HOURS OF VALUES-DRIVEN LEADERSHIP PROGRAMMING, AND ORGANIZING OVER 15 IN-PERSON NETWORKING OPPORTUNITIES TO CREATE CONNECTIONS. THE TERMEER INSTITUTE IS COMMITTED TO ENSURING THE INCLUSIVENESS OF ITS NETWORK, PARTICULARLY IN RECOGNITION OF THE UNDERREPRESENTATION OF WOMEN, PEOPLE WITH DISABILITIES, LGBTQIA+ AND BLACK, BROWN AND INDIGENOUS PEOPLE OF COLOR AT THE EXECUTIVE LEVEL WITHIN THE BIOPHARMACEUTICAL INDUSTRY.

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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 $2,060,221

Program Service Revenue $0

Investment Income $45,064

Other Revenue $0

TOTAL REVENUE $2,105,285

Expense Breakdown

Grants Paid $39,902

Salaries & Benefits $1,258,554

Fundraising Expenses $402,711

Program Expenses $1,481,766

Other Expenses $974,085

TOTAL EXPENSES $2,276,741

Year-over-Year Comparison

	2025	2024	Change
Revenue	$2,105,285	$3,507,717	-0.4%
Expenses	$2,276,741	$2,378,434	0.0%
Net Income	$-171,456	$1,129,283	-1.2%

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

$372,268

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BELINDA TERMEER	PRESIDENT, SECRETARY, CO-FOUNDER	0.50	Officer Director	$0	$0	$0
ALAN WALTS	TREASURER, CO-FOUNDER	0.50	Officer Director	$0	$0	$0
DEBORAH DUNSIRE	DIRECTOR	0.50	Director	$0	$0	$0
GEOFF MCDONOUGH	DIRECTOR	0.50	Director	$0	$0	$0
PAUL HASTINGS	DIRECTOR	0.50	Director	$0	$0	$0
DANIEL DE BOER	DIRECTOR	0.50	Director	$0	$0	$0
JOHN MARAGANORE	DIRECTOR	0.50	Director	$0	$0	$0
JOAN REEDE	DIRECTOR	0.50	Director	$0	$0	$0
ALICE POMPONIO	DIRECTOR	0.50	Director	$0	$0	$0
GAIL MADERIS	DIRECTOR	0.50	Director	$0	$0	$0
CATHARINE SMITH	CEO	40.00	Officer	$338,830	$33,438	$372,268
CHRISTINE COLE	SENIOR DIRECTOR, PHILANTHROPY	40.00	Highest	$234,939	$37,682	$272,621
ERICA MAWBY-ROCHE	SENIOR DIRECTOR OF PROGRAM	40.00	Highest	$168,561	$30,168	$198,729

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	$2,105,285	$2,276,741	$1,840,279	$-171,456
2024	$3,507,717	$2,378,434	$2,120,553	$1,129,283
2023	$521,229	$1,878,601	$1,118,396	$-1,357,372
2022	$1,212,552	$1,031,166	$1,796,459	$181,386
2021	$259,546	$672,803	$1,750,365	$-413,257
2020	$2,393,790	$127,603	$2,215,400	$2,266,187
2019	$15,437	$4,543	$10,894	$10,894