KNUDSEN INSTITUTE (EIN 922122383) - 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

2023

Legal Domicile

Principal Officer

MICHAEL MORFORD

Phone

5127878717

Tax Period

2023-02-02 to 2023-12-31

KNUDSEN INSTITUTE, founded in 2023, is a small nonprofit in the Education sector that reported $582K in total revenue in fiscal year 2023. Expenses of $1.9M exceeded revenue, resulting in a 230% operating deficit.

Mission

THE PURPOSE OF THE INSTITUTE IS TOWARDS RESILIENT SUPPLY CHAINS PREDICATED AROUND THE CONCEPTS OF UNDERSTANDING THE THEORY OF SURGE. THE INSTITUTE WILL BE AN ORGANIZATION THAT CONDUCTS APPLIED RESEARCH TOWARDS DEVELOPING PRINCIPLES OF SURGE. THIS INCLUDES ACADEMIC COLLABORATION AND DEVELOPING INNOVATIONS TO FACILITATE SURGE ENVIRONMENTS WHEN ADDRESSING EXISTENTIAL THREATS.

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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 $581,883

Investment Income $0

Other Revenue $0

TOTAL REVENUE $581,883

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $60,006

Program Expenses $1,844,197

Other Expenses $1,922,674

TOTAL EXPENSES $1,922,674

Year-over-Year Comparison

	2023	2022	Change
Revenue	$581,883	N/A	N/A
Expenses	$1,922,674	N/A	N/A
Net Income	$-1,340,791	N/A	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

N/A

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
MICHAEL MORFORD	CHAIRMAN & C	40.00	Officer	$0	$0	$0
RICHARD LEU	DIRECTOR	20.00	Officer	$0	$0	$0
LOREN SMITH	EXECUTIVE DI	15.00	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
2023	$581,883	$1,922,674	$393,582	$-1,340,791

KNUDSEN INSTITUTE