SUSTAINABLE INVESTMENTS INSTITUTE INC

EIN: 900521976

Boonsboro, MD

Total Revenue
$378,075
Total Expenses
$440,866
Total Assets
$147,664
Net Assets
$147,664
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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
2009
Legal Domicile
DC
Principal Officer
Heidi Welsh
Phone
2406252975
Tax Period
2024-01-01 to 2024-12-31

SUSTAINABLE INVESTMENTS INSTITUTE INC, founded in 2009, is a small nonprofit that reported $378K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $441K exceeded revenue, resulting in a 17% operating deficit.

Mission

The Sustainable Investments Institute conducts impartial research and publishes reports on organized efforts to influence corporate behavior on social and environmental issues.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $300,784
Program Service Revenue $77,190
Investment Income $101
Other Revenue $0
TOTAL REVENUE $378,075

Expense Breakdown

Grants Paid $0
Salaries & Benefits $273,257
Fundraising Expenses $0
Program Expenses $440,866
Other Expenses $167,609
TOTAL EXPENSES $440,866

Year-over-Year Comparison

2024 2023 Change
Revenue $378,075 $400,685 -0.1%
Expenses $440,866 $381,972 +0.2%
Net Income $-62,791 $18,713 -4.4%
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

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Governance

Voting Members
5
Independent Members
4
Employees
2
Volunteers
N/A

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
$145,149
Total Directors
5
$145,149
Key Employees
1
$145,149
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Heidi Welsh Executive Director 40
Officer Director Key Emp Highest
$129,714 $15,435 $145,149
Julie Fox Gorte Chair 1
Director
$0 $0 $0
Scott Fenn Treasurer 1
Director
$0 $0 $0
Mark Bateman Secretary 1
Director
$0 $0 $0
Mary Jane McQuillen Member 1
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 $378,075 $440,866 $147,664 $-62,791
2023 $400,685 $381,972 $410,130 $18,713
2022 $378,928 $338,071 $327,925 $40,857
2021 $343,063 $289,189 $313,215 $53,874
2020 $289,317 $298,438 $227,536 $-9,121
2019 $312,487 $324,692 $237,546 $-12,205
2018 $345,340 $351,432 $268,825 $-6,092
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