PORTULANS INSTITUTE

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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

RAFAEL ESCALONA REYNOSO

Phone

6072620983

Tax Period

2024-01-01 to 2024-12-31

PORTULANS INSTITUTE, founded in 2019, is a small nonprofit in the Arts, Culture & Humanities sector that reported $610K in total revenue in fiscal year 2024. Revenue surged 175% from the prior year, signaling strong growth momentum. The organization ran a surplus of $215K, a strong 35% operating margin.

Mission

TO DEVELOP CROSS-COMMUNITY KNOWLEDGE AND DIALOGUE ON HOW PEOPLE, TECHNOLOGY AND INNOVATION CONTRIBUTE TO SUSTAINABLE AND INCLUSIVE GROWTH; TO INFORM POLICY-MAKERS, BY PRODUCING INDEPENDENT, RIGOROUS METRICS AND DATA-BASED RESEARCH; TO COLLABORATE WITH PRIVATE SECTOR LEADERS IN DRIVING A BUSINESS AGENDA THAT INVESTS IN PEOPLE, TECHNOLOGY, AND INNOVATION FOR A PROSPEROUS COMMON FUTURE; TO HOST AND CO-ORGANIZE EVENTS AND CONFERENCES ON THE ABOVE ISSUES AFFECTING HUMAN-CENTRIC SUSTAINABLE ECONOMIC PROSPERITY.

Program Service Accomplishments

Program 1

Expenses: $107,449 Revenue: $0

CORPORATE PARTNERS PROGRAM - PORTULANS INSTITUTE AIMS TO ENGAGE WITH PRIVATE SECTOR LEADERS TO FOCUS ON HUMAN-CENTRIC AND SUSTAINABLE GROWTH. THE PRIVATE SECTOR PLAYS A CRITICAL ROLE IN BUILDING OUR...

Program 2

Expenses: $107,449 Revenue: $0

RESEARCH - AT THE PORTULANS INSTITUTE, OUR RESEARCH PROJECTS PRIMARILY FOCUS ON CONDUCTING TECHNICAL ANALYSES GROUNDED IN DATA DERIVED FROM COMPREHENSIVE INSTRUMENTS SUCH AS THE NETWORK READINESS...

RESEARCH - AT THE PORTULANS INSTITUTE, OUR RESEARCH PROJECTS PRIMARILY FOCUS ON CONDUCTING TECHNICAL ANALYSES GROUNDED IN DATA DERIVED FROM COMPREHENSIVE INSTRUMENTS SUCH AS THE NETWORK READINESS INDEX (NRI) AND THE GLOBAL INNOVATION INDEX (GII), AMONG OTHER COMPOSITE INDICATORS. THESE INITIATIVES ENABLE US TO METICULOUSLY EXAMINE THE INTERPLAY BETWEEN TECHNOLOGY, INNOVATION, AND HUMAN CAPITAL. LEVERAGING OUR SPECIALIZED EXPERTISE IN THESE DOMAINS, WE FORMULATE INSIGHTFUL POLICY ANALYSES AND CRAFT STRATEGIC RECOMMENDATIONS. OUR GOAL IS TO FOSTER INFORMED POLICYMAKING THAT CAN EFFECTIVELY CAPITALIZE ON THE OPPORTUNITIES PRESENTED BY TECHNOLOGICAL ADVANCEMENTS AND INNOVATION DYNAMICS. THESE EFFORTS ARE INSTRUMENTAL IN GUIDING STAKEHOLDERS AT VARIOUS LEVELS TO ACHIEVE ENHANCED ECONOMIC AND SOCIAL OUTCOMES.

Program 3

Expenses: $26,862 Revenue: $0

ACADEMIC NETWORK - PORTULANS INSTITUTE CONVENES LEADING ACADEMICS FROM GLOBAL UNIVERSITIES FOR ADVANCING RESEARCH IN ISSUES OF INTEREST IN THE DOMAINS OF HUMAN CAPITAL, TECHNOLOGY STRATEGY, AND...

ACADEMIC NETWORK - PORTULANS INSTITUTE CONVENES LEADING ACADEMICS FROM GLOBAL UNIVERSITIES FOR ADVANCING RESEARCH IN ISSUES OF INTEREST IN THE DOMAINS OF HUMAN CAPITAL, TECHNOLOGY STRATEGY, AND INNOVATION READINESS.

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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 $610,316

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $610,316

Expense Breakdown

Grants Paid $0

Salaries & Benefits $132,000

Fundraising Expenses $26,400

Program Expenses $268,621

Other Expenses $263,750

TOTAL EXPENSES $395,750

Year-over-Year Comparison

	2024	2023	Change
Revenue	$610,316	$222,192	+1.7%
Expenses	$395,750	$379,530	+0.0%
Net Income	$214,566	$-157,338	-2.4%

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

$105,815

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SOUMITRA DUTTA	PRESIDENT & TREASURER	10.00	Officer Director	$0	$0	$0
GIANNA SAGAZIO	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM DUTTON	DIRECTOR	8.00	Director	$0	$0	$0
RAFAEL ESCALONA REYNOSO	CEO & SECRETARY	40.00	Officer	$105,815	$0	$105,815

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	No data	No data	No data	No data
2024	$610,316	$395,750	$289,326	$214,566
2023	$222,192	$379,530	$58,402	$-157,338
2022	$386,978	$307,689	$195,180	$79,289
2021	$195,500	$217,119	$103,875	$-21,619
2020	$310,000	$268,603	$121,350	$41,397