KINDBRIDGE RESEARCH INSTITUTE (EIN 853860147) - 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

TRENT LAMBERT

Phone

9785226648

Tax Period

2023-01-01 to 2023-12-31

KINDBRIDGE RESEARCH INSTITUTE, founded in 2020, is a community nonprofit in the Mental Health sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 521% from the prior year, signaling strong growth momentum.

Mission

ENHANCING HEALTHCARE ACCESS FOR THOSE AFFECTED BY GAMBLING AND GAMING THROUGH RESEARCH.

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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 $1,278,630

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,278,630

Expense Breakdown

Grants Paid $5,408

Salaries & Benefits $195,331

Fundraising Expenses $47,855

Program Expenses $904,956

Other Expenses $1,121,450

TOTAL EXPENSES $1,322,189

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,278,630	$206,046	+5.2%
Expenses	$1,322,189	$353,946	+2.7%
Net Income	$-43,559	$-147,900	-0.7%

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

$148,806

Total Directors

$47,464

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR NATHAN SMITH	EXECUTIVE DIRECTOR	40.00	Officer	$96,346	$4,996	$101,342
DANIEL UMFLEET	SECRETARY	20.00	Officer Director	$42,308	$5,156	$47,464
ROBERT JORDSHAUGEN	VICE CHAIR (THRU 4/23)	0.20	Officer Director	$0	$0	$0
TRENT LAMBERT	CHAIR/TREASURER	25.00	Officer Director	$0	$0	$0
JILL KELLEY	DIRECTOR	10.00	Director	$0	$0	$0
JOSEPH MARTIN	DIRECTOR	10.00	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
2023	$1,278,630	$1,322,189	$268,248	$-43,559
2022	$206,046	$353,946	$35,678	$-147,900
2021	$279,685	$706,807	$200,498	$-427,122

KINDBRIDGE RESEARCH INSTITUTE