TOPOS INSTITUTE (EIN 843431367) - 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

2019

Legal Domicile

Principal Officer

BRENDAN FONG

Phone

9495291429

Tax Period

2023-10-01 to 2024-09-30

TOPOS INSTITUTE, founded in 2019, is a community nonprofit in the Education sector that reported $1.8M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year.

Mission

TOPOS INSTITUTE ENGAGES IN SCIENTIFIC AND EDUCATIONAL RESEARCH FOR THE PUBLIC GOOD.

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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 $1,775,919

Program Service Revenue $32,865

Investment Income $18,865

Other Revenue $2,886

TOTAL REVENUE $1,830,535

Expense Breakdown

Grants Paid $12,000

Salaries & Benefits $1,428,478

Fundraising Expenses $4,238

Program Expenses $1,250,758

Other Expenses $461,041

TOTAL EXPENSES $1,901,519

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,830,535	$1,973,631	-0.1%
Expenses	$1,901,519	$1,700,639	+0.1%
Net Income	$-70,984	$272,992	-1.3%

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

$289,625

Total Directors

$139,027

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID SPIVAK	SECRETARY & SR. SCIENTIST/FELLOW	40.00	Officer Director	$126,308	$12,719	$139,027
ILYAS KHAN	CHAIRMAN	0.30	Officer Director	$0	$0	$0
WESLEY PHOA	TREASURER	1.00	Officer Director	$0	$0	$0
EDWARD KMETT	DIRECTOR	1.00	Director	$0	$0	$0
BLAKE BORGESON	DIRECTOR	1.00	Director	$0	$0	$0
BRENDAN FONG	CHIEF EXECUTIVE OFFICER	40.00	Officer	$131,275	$19,323	$150,598
EVAN PATTERSON	RESEARCH SCIENTIST	40.00	Highest	$124,359	$6,218	$130,577

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	$1,830,535	$1,901,519	$1,267,738	$-70,984
2023	$1,973,631	$1,700,639	$1,328,402	$272,992
2022	$1,449,330	$1,131,868	$808,231	$317,462
2021	$938,060	$671,858	$457,747	$266,202
2020	$256,371	$89,299	$172,323	$167,072

TOPOS INSTITUTE