COLLECTIVE HERITAGE 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

1995

Legal Domicile

Principal Officer

KENNETH AUSUBEL

Phone

5059860366

Tax Period

2024-04-01 to 2025-03-31

COLLECTIVE HERITAGE INSTITUTE, founded in 1995, is a community nonprofit in the Social Science sector that reported $5.3M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

TO DISSEMINATE ENVIRONMENTAL SOLUTIONS TO EDUCATE, INSPIRE, AND EQUIP PEOPLE TOWARD EFFECTIVE ACTION, TO DEVELOP AND SPREAD MODEL ECONOMIC STRATEGIES THAT CONSERVE BIOLOGICAL AND CULTURAL DIVERSITY, AND TO PROMOTE UNDERSTANDING OF THE RELATIONSHIP BETWEEN HUMANS AND NATURE.

Program Service Accomplishments

Program 1

Expenses: $1,603,773

INDIGENEITY PROGRAM - THE PROGRAM MISSION IS TO PROMOTE INDIGENOUS ENVIRONMENTAL AND SOCIAL JUSTICE LEADERS BY CREATING A CULTURAL BRIDGE AND PUBLIC EDUCATION OUTLETS. NUMBER OF PEOPLE...

INDIGENEITY PROGRAM - THE PROGRAM MISSION IS TO PROMOTE INDIGENOUS ENVIRONMENTAL AND SOCIAL JUSTICE LEADERS BY CREATING A CULTURAL BRIDGE AND PUBLIC EDUCATION OUTLETS. NUMBER OF PEOPLE SERVED/AFFECTED/ATTENDING/ETC.: A POTENTIAL AUDIENCE REACH OF 1.2 MILLION THROUGH BIONEERS.ORG UNIQUE VISITORS, NATIONAL BIONEERS CONFERENCE ATTENDEES EXPOSURE, LOCAL EVENTS AND ACTIVE SOCIAL MEDIA ENGAGEMENT, WEBSITE, TEK INTENSIVES AND DISTRIBUTION OF EDUCATIONAL MATERIALS.

Program 2

Expenses: $1,353,776 Revenue: $545,210

BIONEERS CONFERENCE - THE BIONEERS "HEADWATERS" CONFERENCE IS A PRE-EMINENT LEADING-EDGE FORUM WHERE SOCIAL AND SCIENTIFIC INNOVATORS FOCUS ON SOLUTIONS INSPIRED BY NATURE AND HUMAN INGENUITY. NUMBER OF PEOPLE SERVED/AFFECTED/ATTENDING/ETC.: A POTENTIAL ANNUAL AUDIENCE REACH OF 1.2 MILLION THROUGH BIONEERS.ORG UNIQUE VISITORS, NATIONAL BIONEERS CONFERENCE ATTENDEES, LOCAL EVENTS AND ACTIVE SOCIAL MEDIA ENGAGEMENT; ESTIMATED TOTAL REGULAR REACH OF40 MILLION VIA RADIO/TV; RADIO SERIES BUILT FROM CONFERENCE CONTENT IS BROADCAST ON OVER 100 STATIONS SPANNING 400 COMMUNITIES FOR A TOTAL OF 437 STATIONS. VIDEO DISTRIBUTED VIA LINKTV AND OTHER BROADCAST METHODS. TENS OF MILLIONS VIA CONFERENCE VIDEO DISTRIBUTED VIA SOCIAL MEDIA AND YOUTUBE (APPROXIMATELY 300,000+ FOLLOWERS ON ALL SOCIAL PLATFORMS; VIDEO CONTENT ON SOCIAL PLATFORMS INCLUDING YOUTUBE AND FACEBOOK HAVE RECEIVED OVER 14,500,000 VIEWS). MONTHLY WEBSITE TRAFFIC IS AT 3X HISTORICAL AVERAGES, WITH AN AVERAGE OF 100K VISITORS/MONTH. THE NEXT ANNUAL BIONEERS CONFERENCE IS SCHEDULED FOR MARCH 2026.

Program 3

Expenses: $905,480

BIONEERS PUBLIC EDUCATION - AN INNOVATIVE COLLABORATIVE PROJECT TO DISSEMNIATE INSPIRING STORIES AND BREAKTHROUGH SOLUTIONS. ACTIVITIES INCLUDE ASPECTS OF ALL THE BIONEERS PROGRAMS. ACTIVE ENGAGEMENT OF A "LEARNING NETWORK" THOUGH MULTI-MEDIA AND THE BIONEERS RADIO PROGRAM. NUMBER OF PEOPLE SERVED/AFFECTED/ATTENDING/ETC.: A POTENTIAL AUDIENCE REACH OF 1.2 MILLION THROUGH BIONEERS.ORG UNIQUE VISITORS, NATIONAL BIONEERS CONFERENCE ATTENDEES EXPOSURE, RADIO SERIES, PODCASTS, LOCAL EVENTS AND ACTIVE SOCIAL MEDIA ENGAGEMENT, WEBSITE AND DISTRIBUTION OF EDUCATIONAL MATERIALS. MONTHLY WEBSITE TRAFFIC IS AT 3X HISTORICAL AVERAGES, WITH AN AVERAGE OF 100K VISITORS/MONTH AND APPROXIMATELY 300,000+ FOLLOWERS ON ALL SOCIAL PLATFORMS. ESTIMATED TOTAL REGULAR REACH OF 40 MILLION VIA RADIO/TV BUILT FROM CONFERENCE CONTENT AND OTHER SOURCES. THE RADIO SERIES IS BROADCAST ON OVER 100 STATIONS SPANNING 400 COMMUNITIES FOR A TOTAL OF 437 STATIONS. THIS PROGRAM HAS UNLIMITED POTENTIAL.

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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 $4,735,894

Program Service Revenue $542,586

Investment Income $7,077

Other Revenue $2,556

TOTAL REVENUE $5,288,113

Expense Breakdown

Grants Paid $112,721

Salaries & Benefits $2,530,241

Fundraising Expenses $174,536

Program Expenses $5,073,596

Other Expenses $2,791,766

TOTAL EXPENSES $5,434,728

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,288,113	$4,761,263	+0.1%
Expenses	$5,434,728	$6,203,663	-0.1%
Net Income	$-146,615	$-1,442,400	-0.9%

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

$1,072,875

Total Directors

$460,968

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENNY AUSUBEL	CO-FOUNDER & CEO	40.00	Officer Director	$227,182	$19,016	$246,198
NINA SIMONS	CO-FOUNDER & VICE-CHAIR/SECRETARY	40.00	Officer Director	$195,742	$19,028	$214,770
JEFFREY VASTERLING	VP OF FINANCE & ADMINISTRATION	40.00	Officer	$142,940	$27,778	$170,718
TEO A GROSSMAN	SENIOR DIRECTOR OF PROGRAMS & RESEARCH	40.00	Officer	$132,997	$24,749	$157,746
NICOLE SPANGENBURG	CHIEF ADMIN OFFICER; HR MANAGER	40.00	Officer	$129,033	$20,938	$149,971
CARA T ROMERO	VP OF INDIGENOUS PERSPECTIVES; CO-DIR INDIGENEITY	40.00	Officer	$107,646	$25,826	$133,472
ALEXIS NAFICY	CO-DIRECTOR, INDIGENEITY PROGRAM	40.00	Highest	$104,279	$2,173	$106,452
PATIENCE KAMAU	BIONEERS LEARNING PROJECT DIRECTOR	40.00	Highest	$101,219	$9,711	$110,930
STEPHANIE WELCH	SENIOR RADIO AND MEDIA PRODUCER	40.00	Highest	$100,971	$13,309	$114,280
ERIEL DERANGER	CHAIR	1.50	Officer Director	$0	$0	$0
GINNY MCGINN	VICE-CHAIR	1.50	Officer Director	$0	$0	$0
ANITA SANCHEZ	TREASURER	1.50	Officer Director	$0	$0	$0
SONALI SANGEETA BALAJEE	DIRECTOR	1.50	Director	$0	$0	$0
COLETTE PICHON BATTLE	DIRECTOR	1.50	Director	$0	$0	$0
WILLIAM PETERFFY	DIRECTOR	1.50	Director	$0	$0	$0
JOHN A POWELL	DIRECTOR	1.50	Director	$0	$0	$0
SAMANTHA SKENADORE	DIRECTOR	1.50	Director	$0	$0	$0
JUSTIN WINTERS	DIRECTOR	1.50	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
2025	$5,288,113	$5,434,728	$1,788,481	$-146,615
2024	$4,761,263	$6,203,663	$1,856,190	$-1,442,400
2023	$3,349,411	$4,596,801	$3,020,174	$-1,247,390
2022	$5,400,697	$2,928,259	$4,018,094	$2,472,438
2021	$2,530,705	$2,746,030	$2,015,501	$-215,325
2020	$2,702,557	$3,969,931	$1,837,636	$-1,267,374
2019	$5,707,964	$3,581,304	$2,945,909	$2,126,660