Prevention Institute (EIN 943282858) - 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

1997

Legal Domicile

Principal Officer

Rachel Davis

Phone

5104447738

Tax Period

2023-10-01 to 2024-09-30

Prevention Institute, founded in 1997, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $14.9M in total revenue in fiscal year 2023. Revenue surged 113% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.7M, a strong 25% operating margin.

Mission

We foster health, safety, and wellbeing for all by advancing prevention and health equity.

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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 $13,314,750

Program Service Revenue $1,103,819

Investment Income $438,823

Other Revenue $3,071

TOTAL REVENUE $14,860,463

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,026,572

Fundraising Expenses $85,045

Program Expenses $9,321,017

Other Expenses $6,180,511

TOTAL EXPENSES $11,207,083

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,860,463	$6,980,331	+1.1%
Expenses	$11,207,083	$6,700,115	+0.7%
Net Income	$3,653,380	$280,216	+12.0%

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

$512,447

Total Directors

$294,549

Key Employees

$188,009

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kitty Hsu Dana	President	1.00	Officer Director	$0	$0	$0
Emma Sanchez-Vaznaugh	Vice Chair	1.00	Officer Director	$0	$0	$0
Mariko Lockhart	Treasurer	1.00	Officer Director	$0	$0	$0
Sean Haley PhD	Board Member	1.00	Director	$0	$0	$0
Jason Lacsamana	Board Member	1.00	Director	$0	$0	$0
Reggie Moore	Board Member	1.00	Director	$0	$0	$0
Howard Pinderhughes	Board Member	1.00	Director	$0	$0	$0
Katie Sellers	Board Member	1.00	Director	$0	$0	$0
Lisa Cacari Stone	Board Member	1.00	Director	$0	$0	$0
Natoya J Walker-Minor	Board Member	1.00	Director	$0	$0	$0
Rachel A Davis	Executive Director	40.00	Officer Director	$254,968	$39,581	$294,549
Dana Serleth	Chief Operating Officer	40.00	Officer	$177,293	$40,605	$217,898
Sheila Savannah	Managing Director	32.00	Key Emp	$150,169	$37,840	$188,009
Sana Chehimi	Director of Policy and Advocacy	40.00	Highest	$158,479	$21,907	$180,386
Lisa Parks	Associate Program Director	40.00	Highest	$130,863	$20,236	$151,099
Ruben Cantu	Director	40.00	Highest	$128,219	$25,642	$153,861
Dana Fields-Johnson	Director	40.00	Highest	$126,859	$53,045	$179,904
Ben Graff	Finance Director	40.00	Highest	$139,909	$29,766	$169,675

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	$14,860,463	$11,207,083	$22,473,769	$3,653,380
2023	$6,980,331	$6,700,115	$17,199,239	$280,216
2022	$10,524,023	$5,858,478	$17,045,393	$4,665,545
2021	$7,921,442	$5,850,872	$12,910,812	$2,070,570
2020	$5,180,936	$5,318,268	$10,417,258	$-137,332
2019	$4,771,831	$5,383,540	$10,380,629	$-611,709
2018	$6,964,009	$7,026,786	$11,720,480	$-62,777

Prevention Institute