ROMERO INSTITUTE (EIN 953527131) - 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

SARA NELSON

Phone

8314596135

Tax Period

2023-01-01 to 2023-12-31

ROMERO INSTITUTE, founded in 1980, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $2.6M exceeded revenue, resulting in a 15% operating deficit.

Mission

ADDRESS SOCIAL JUSTICE AND ENVIORNMENTAL PROBLEMS. APPLICATION OF RESEARCH, INVESTIGATION, LAW, AND EDUCATION TO DEVELOP PROJECTS THAT EDUCATE AND ACTIVATE THE CITIZENS OF THIS COUNTRY TO SOLVE HUMAN RIGHTS AND ENVIORNMENTAL PROBLEMS.

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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 $2,353,513

Program Service Revenue $0

Investment Income $-44,806

Other Revenue $1,683

TOTAL REVENUE $2,310,390

Expense Breakdown

Grants Paid $105,660

Salaries & Benefits $1,559,426

Fundraising Expenses $180,176

Program Expenses $2,145,144

Other Expenses $982,192

TOTAL EXPENSES $2,647,278

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,310,390	$1,876,523	+0.2%
Expenses	$2,647,278	$3,188,901	-0.2%
Net Income	$-336,888	$-1,312,378	-0.7%

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

$347,334

Total Directors

$432,206

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARKELL BROOKS	BOARD MEMBER	1.00	Director	$0	$0	$0
GWENDOLYN GRACE	BOARD MEMBER	1.00	Director	$0	$0	$0
CHASE IRON EYES	CODIRECTOR OF LPLP	40.00	Director	$84,872	$0	$84,872
DANIEL SHEEHAN	PRESIDENT	50.00	Officer Director	$125,888	$1,061	$126,949
SARA NELSON	VICE PRESIDENT	50.00	Officer Director	$125,887	$1,061	$126,948
DANIEL PAUL NELSON	SECRETARY/TREASURER	50.00	Officer Director	$84,872	$8,565	$93,437
ERIC THIERMANN	AUDIT COMMITTEE CHAIR	3.00	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	No data	No data	No data	No data
2023	$2,310,390	$2,647,278	$1,547,668	$-336,888
2022	$1,876,523	$3,188,901	$1,722,675	$-1,312,378
2021	$4,211,706	$2,734,632	$3,321,846	$1,477,074
2020	$3,012,582	$2,017,667	$1,830,139	$994,915
2019	$1,651,432	$1,742,912	$525,848	$-91,480
2018	$1,746,706	$1,846,793	$526,588	$-100,087

ROMERO INSTITUTE