HEFFTER RESEARCH INSTITUTE (EIN 851073501) - 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

2020

Legal Domicile

Principal Officer

GEORGE GREER

Phone

2122388786

Tax Period

2023-01-01 to 2023-12-31

HEFFTER RESEARCH INSTITUTE, founded in 2020, is a small nonprofit in the Science & Technology sector that reported $181K in total revenue in fiscal year 2023. Revenue fell 60% from the prior year — a significant decline worth monitoring. Expenses of $407K exceeded revenue, resulting in a 125% operating deficit.

Mission

SCIENTIFIC RESEARCH TO RELIEVE SUFFERING AND TO UNDERSTAND THE HUMAN MIND.

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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 $174,485

Program Service Revenue $0

Investment Income $6,567

Other Revenue $0

TOTAL REVENUE $181,052

Expense Breakdown

Grants Paid $386,960

Salaries & Benefits $2,025

Fundraising Expenses $1,460

Program Expenses $398,176

Other Expenses $17,543

TOTAL EXPENSES $406,528

Year-over-Year Comparison

	2023	2022	Change
Revenue	$181,052	$450,321	-0.6%
Expenses	$406,528	$1,025,409	-0.6%
Net Income	$-225,476	$-575,088	-0.6%

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

$2,025

Total Directors

$2,025

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE GREER	PRESIDENT	5.00	Officer Director	$2,025	$0	$2,025
MARK A GEYER PHD	DIRECTOR	0.50	Director	$0	$0	$0
STEVEN GRANT PHD	DIRECTOR	0.50	Director	$0	$0	$0
CHARLES GROB MD	DIRECTOR	0.50	Director	$0	$0	$0
DENNIS J MCKENNA PHD	DIRECTOR	0.50	Director	$0	$0	$0
CHARLES D NICHOLS PHD	DIRECTOR	0.50	Director	$0	$0	$0
JANIS PHELPS	DIRECTOR	0.50	Director	$0	$0	$0
KATRIN PRELLER PHD	DIRECTOR	0.50	Director	$0	$0	$0
T CODY SWIFT	DIRECTOR	0.50	Director	$0	$0	$0
CAREY TURNBULL	DIRECTOR	0.50	Director	$0	$0	$0
CLAUDIA TURNBULL	DIRECTOR	0.50	Director	$0	$0	$0
FRANZ X VOLLENWEIDER MD	DIRECTOR	0.50	Director	$0	$0	$0
DAVID E NICHOLS PHD	VICE PRESIDE	0.50	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	$181,052	$406,528	$618,660	$-225,476
2022	$450,321	$1,025,409	$1,233,990	$-575,088
2021	$972,818	$721,062	$1,949,890	$251,756
2020	$945,661	$174,504	$1,771,913	$771,157

HEFFTER RESEARCH INSTITUTE