Bay Area Environmental Research Institute

EIN: 943176058 501(c)(3) Environment

Moffet Field, CA

Total Revenue
$22,622,849
Total Expenses
$22,621,948
Total Assets
$5,758,885
Net Assets
$3,170
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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
1993
Legal Domicile
CA
Phone
7079389387
Tax Period
2024-01-01 to 2024-09-30

Bay Area Environmental Research Institute, founded in 1993, is a mid-sized nonprofit in the Environment sector that reported $22.6M in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring.

Mission

Bay Area Environmental Research Institute uniquely supports a diverse set of world-class scientists, engineers, and mission specialists to do groundbreaking research in earth, environmental, and space science.

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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 $22,622,849
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $22,622,849

Expense Breakdown

Grants Paid $0
Salaries & Benefits $17,628,376
Fundraising Expenses $0
Program Expenses $18,316,138
Other Expenses $4,993,572
TOTAL EXPENSES $22,621,948

Year-over-Year Comparison

2024 2023 Change
Revenue $22,622,849 $29,327,035 -0.2%
Expenses $22,621,948 $29,326,409 -0.2%
Net Income $901 $626 +0.4%
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
6
Independent Members
6
Employees
142
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
2
$730,840
Total Directors
7
$399,886
Key Employees
0
$0
Highest Compensated
6
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Robert Bergstrom President 40.00
Officer Director Highest
$399,886 $0 $399,886
George Hays General Counsel 40.00
Officer Highest
$330,954 $0 $330,954
Vincent Defrancisci Associate Director 40.00
Highest
$280,564 $0 $280,564
Aimee Jacobson Director of Finance 40.00
Highest
$193,845 $0 $193,845
Samantha McCarthy Director of HR 40.00
Highest
$217,481 $0 $217,481
Samiah Moustafa Associate Director for Research 40.00
Highest
$176,777 $0 $176,777
Steven Hipskind Board Member 1.00
Director
$0 $0 $0
Lisa Ellis Board Member 1.00
Director
$0 $0 $0
Steven Moores Board Member 1.00
Director
$0 $0 $0
Peter Winch Board Member 1.00
Director
$0 $0 $0
Jeff Scargle Board Member 1.00
Director
$0 $0 $0
Christina Hedges Board Member 1.00
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
2024 $22,622,849 $22,621,948 $5,758,885 $901
2023 $29,327,035 $29,326,409 $2,609,670 $626
2023 $29,328,274 $29,326,409 $2,172,916 $1,865
2022 $27,909,374 $27,908,579 $2,110,237 $795
2022 $29,354,748 $26,543,750 $7,281,022 $2,810,998
2021 $21,976,511 $21,976,861 $1,225,608 $-350
2020 $19,061,932 $19,062,727 $1,341,639 $-795
2019 $21,809,121 $21,809,406 $2,650,201 $-285
2018 $21,039,401 $21,039,584 $1,961,257 $-183
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