SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE (EIN 942650833) - 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

1980

Legal Domicile

Principal Officer

TATIANA TORO

Phone

5106420143

Tax Period

2024-08-01 to 2025-07-31

SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE, founded in 1980, is a mid-sized nonprofit in the Science & Technology sector that reported $19.1M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $5.8M, a strong 30% operating margin.

Mission

THE MISSION OF THE SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE (SLMATH) IS TO: FOSTER AND COMMUNICATE MATHEMATICAL RESEARCH IN A BROAD RANGE OF FUNDAMENTAL TOPICS AND APPLICATIONS, DEVELOP MATHEMATICAL TALENT AND CULTIVATE EXCELLENCE, COMMUNITY AND ENGAGEMENT, AND INSPIRE AN APPRECIATION OF THE POWER, BEAUTY, AND JOY OF MATHEMATICS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $15,664,729

Program Service Revenue $535,125

Investment Income $2,928,889

Other Revenue $4,147

TOTAL REVENUE $19,132,890

Expense Breakdown

Grants Paid $4,868,472

Salaries & Benefits $3,824,823

Fundraising Expenses $794,909

Program Expenses $10,711,385

Other Expenses $4,672,066

TOTAL EXPENSES $13,365,361

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,132,890	$22,511,049	-0.2%
Expenses	$13,365,361	$14,170,339	-0.1%
Net Income	$5,767,529	$8,340,710	-0.3%

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

$1,210,304

Total Directors

$701,973

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TATIANA TORO	DIRECTOR	40.00	Officer Director	$331,194	$77,309	$408,503
HELENE BARCELO	DEPUTY DIRECTOR	40.00	Officer Director	$244,389	$49,081	$293,470
IAN AGOL	TRUSTEE	1.00	Director	$0	$0	$0
EDWARD D BAKER	TRUSTEE	2.00	Director	$0	$0	$0
DEBORAH LOEWENBERG BALL	TRUSTEE	1.00	Director	$0	$0	$0
VINEER BHANSALI	TRUSTEE	1.00	Director	$0	$0	$0
CAROL CHRIST	BOARD CHAIR FROM 4/1/25	4.00	Officer Director	$0	$0	$0
MAY P CHU	TRUSTEE	1.00	Director	$0	$0	$0
INGRID DAUBECHIES	TRUSTEE FROM 3/1/25	1.00	Director	$0	$0	$0
STEPHEN DELLA PIETRA	TRUSTEE	1.00	Director	$0	$0	$0
VINCENT DELLA PIETRA	TRUSTEE	1.00	Director	$0	$0	$0
DAVID DONOHO	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES FEFFERMAN	TRUSTEE	1.00	Director	$0	$0	$0
SEAN FAHEY	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT FERNHOLZ	TRUSTEE	1.00	Director	$0	$0	$0
DANIEL S FREED	TRUSTEE	1.00	Director	$0	$0	$0
SYLVESTER GATES	TRUSTEE FROM 3/1/25	1.00	Director	$0	$0	$0
VINITA GUPTA	TRUSTEE	1.00	Director	$0	$0	$0
MARGARET HOLEN	TRUSTEE	1.00	Director	$0	$0	$0
RON IRVING	TRUSTEE	1.00	Director	$0	$0	$0
RONALD N KAHN	BOARD CHAIR TO 3/31/25	4.00	Officer Director	$0	$0	$0
MARK KLEIMAN	TREASURER	4.00	Officer Director	$0	$0	$0
HENRY LAUFER	TRUSTEE	1.00	Director	$0	$0	$0
MARSHA LAUFER	TRUSTEE	1.00	Director	$0	$0	$0
KRISTIN LAUTER	TRUSTEE	1.00	Director	$0	$0	$0
R PRESTON MCAFEE	TRUSTEE	1.00	Director	$0	$0	$0
JACK MCCAULEY	TRUSTEE	1.00	Director	$0	$0	$0
DUSA MCDUFF	TRUSTEE TO 2/28/25	1.00	Director	$0	$0	$0
HELEN MEYER	SECRETARY	2.00	Officer Director	$0	$0	$0
ANDREI OKOUNKOV	TRUSTEE TO 2/28/25	1.00	Director	$0	$0	$0
MARILYN SIMONS	TRUSTEE	1.00	Director	$0	$0	$0
SANDOR STRAUS	TRUSTEE TO 2/28/25	1.00	Director	$0	$0	$0
TERENCE TAO	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
RODOLFO TORRES	TRUSTEE	1.00	Director	$0	$0	$0
BOBBY YAZDANI	TRUSTEE	1.00	Director	$0	$0	$0
ANNIE AVERITT	DIRECTOR FOR ADVANCEMENT &	40.00	Officer	$232,388	$34,771	$267,159
STEFANIE YURUS	CONTROLLER	40.00	Officer	$178,750	$62,422	$241,172
DEMAUR OWENS	IT MANAGER	40.00	Highest	$148,207	$28,166	$176,373
ARTHUR BOSSE	OPERATIONS MANAGER	40.00	Highest	$140,223	$48,222	$188,445
CHRISTINE MARSHALL	PROGRAM MANAGER	40.00	Highest	$132,338	$40,006	$172,344
UTA LORENZEN	ASSOCIATE DIRECTOR FOR ADV	40.00	Highest	$121,754	$30,680	$152,434
ALAINA DRAKE-MOORE	GRANTS AND DATA MANAGER	40.00	Highest	$139,604	$38,782	$178,386

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
2025	$19,132,890	$13,365,361	$121,544,753	$5,767,529
2024	$22,511,049	$14,170,339	$111,116,867	$8,340,710
2023	$21,852,956	$14,049,987	$100,857,692	$7,802,969
2022	$21,396,788	$13,326,117	$90,263,137	$8,070,671
2021	$45,786,463	$8,428,419	$85,421,811	$37,358,044
2020	$9,311,316	$10,598,703	$45,374,135	$-1,287,387
2019	$10,084,744	$11,600,159	$45,321,217	$-1,515,415
2018	$13,127,126	$10,967,696	$46,932,520	$2,159,430

SIMONS LAUFER MATHEMATICAL SCIENCES INSTITUTE