Society for Benefit-Cost Analysis (EIN 901026165) - 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

2013

Legal Domicile

Principal Officer

Henrik Andersson

Tax Period

2023-01-01 to 2023-12-31

Society for Benefit-Cost Analysis, founded in 2013, is a small nonprofit in the Education sector that reported $290K in total revenue in fiscal year 2023. The organization ran a surplus of $63K, a strong 22% operating margin.

Mission

The Association is dedicated to the advancement, exchange of ideas, and research related to benefit-cost analysis, cost effectiveness analysis, risk-benefit analysis, applied welfare economic analysis, and damage assessment.

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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 $47,058

Program Service Revenue $211,967

Investment Income $1,798

Other Revenue $29,653

TOTAL REVENUE $290,476

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $95,987

Other Expenses $227,103

TOTAL EXPENSES $227,103

Year-over-Year Comparison

	2023	2022	Change
Revenue	$290,476	$277,000	+0.0%
Expenses	$227,103	$137,130	+0.7%
Net Income	$63,373	$139,870	-0.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Glenn Blomquist	Immediate past president	5.00	Officer	$0	$0	$0
Mark Dickie	Immediate past Treasurer	5.00	Officer	$0	$0	$0
Kirsten Jensen	Director	5.00	Officer	$0	$0	$0
Craig Thornton	Managing Director	5.00	Officer	$0	$0	$0
John Whitehead	Treasurer	5.00	Officer	$0	$0	$0
Vic Adamowicz	Vice President	5.00	Officer	$0	$0	$0
Henrik Andersson	President	5.00	Officer	$0	$0	$0
Amy Sharp	Secretary	5.00	Officer	$0	$0	$0
Caroline Cecot	Director	5.00	Officer	$0	$0	$0
Lori Bennear	Director	5.00	Officer	$0	$0	$0
Charles Griffiths	Assistant Treasurer	5.00	Officer	$0	$0	$0
Ann Wolverton	Director	5.00	Officer	$0	$0	$0
Maureen Cropper	Director	5.00	Officer	$0	$0	$0
Felipe Vasquez Lavin	Director	5.00	Officer	$0	$0	$0
Shiqiu Zhang	Director	5.00	Officer	$0	$0	$0
Brad Wong	Director	5.00	Officer	$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	$290,476	$227,103	$520,716	$63,373
2022	$277,000	$137,130	$414,216	$139,870
2021	$272,117	$146,331	$315,009	$125,786
2020	$115,287	$231,650	$223,133	$-116,363
2019	$273,778	$311,119	$346,923	$-37,341

Society for Benefit-Cost Analysis