The Welch Institute (EIN 853543248) - 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

Phone

7133480000

Tax Period

2023-07-01 to 2024-06-30

Mission

The mission of The Welch Institute ("The Institute") is to leverage and integrate the knowledge, expertise and resources of William Marsh Rice University ("Rice University") and The Robert A. Welch Foundation ("Welch Foundation") in the discipline of chemistry, and chemistry-related endeavors in the disciplines of physics, engineering, artificial intelligence and data science, in each case, to establish a world-leading advanced materials research organization.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	N/A	N/A
Expenses	N/A	$67,232	-1.0%
Net Income	N/A	$-67,232	N/A

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

$1,694,117

Total Directors

$2,558,771

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Gina Luna	Executive Director, Treasurer	1.0	Officer Director	$0	$0	$0
Adam Kuspa	Director	1.0	Director	$0	$0	$0
Albert Chao	Director	1.0	Director	$0	$0	$0
Alexander Karsner	Director	1.0	Director	$0	$0	$0
Amy Dittmar	Director	1.0	Director	$0	$124,685	$902,944
Carin Barth	Vice-Chair of the Board, Director	1.0	Director	$0	$0	$0
Charles Blankenship	Director	1.0	Director	$0	$0	$0
James T Hackett	Chair of the Board, Director	1.0	Director	$0	$0	$0
Reginald Desroches	Director	1.0	Director	$0	$369,641	$1,655,827
Kelly Fox	Assistant Treasurer	1.0	Officer	$0	$123,928	$835,021
Omar Syed	Secretary	1.0	Officer	$0	$51,471	$541,686
Veta Byrd-Perez	Assistant Secretary	1.0	Officer	$0	$68,912	$317,410

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	No data	$67,232	$14,485,109	No data
2022	$13,207,850	$166,997	$14,552,341	$13,040,853
2021	$1,941,989	$430,501	$1,511,488	$1,511,488

The Welch Institute