NECTANDRA INSTITUTE (EIN 954751630) - 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

1999

Legal Domicile

Principal Officer

David A Lennette

Phone

5105217053

Tax Period

2023-01-01 to 2023-12-31

NECTANDRA INSTITUTE, founded in 1999, is a micro nonprofit in the Environment sector that reported $46K in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $75K exceeded revenue, resulting in a 63% operating deficit.

Mission

Nectandra Institute's mission is to promote the conservation of the montane cloud forests of Costa Rica through public education, scientific research, and watershed stewardship.

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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 $45,940

Program Service Revenue $0

Investment Income $165

Other Revenue $0

TOTAL REVENUE $46,105

Expense Breakdown

Grants Paid $0

Salaries & Benefits $54,887

Fundraising Expenses $0

Program Expenses $71,285

Other Expenses $20,048

TOTAL EXPENSES $74,935

Year-over-Year Comparison

	2023	2022	Change
Revenue	$46,105	$58,045	-0.2%
Expenses	$74,935	$59,076	+0.3%
Net Income	$-28,830	$-1,031	+27.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dougal McCreath	president	0	Officer Director	$0	$0	$0
David A Lennette	vice-president	2	Officer Director	$0	$0	$0
Evelyne T Lennette	Secretary & Treasurer	20	Officer Director	$0	$0	$0
Arturo Jarquin Perera	director	0	Director	$0	$0	$0
Kathi Topham	director	0	Director	$0	$0	$0
Luis Valente Villa	director	0	Director	$0	$0	$0
Pedro Leon Azofeifa	director	0	Director	$0	$0	$0
Roger Madrigal	director	0	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$46,105	$74,935	$646,618	$-28,830
2022	$58,045	$59,076	$642,979	$-1,031
2021	$47,383	$59,360	$663,836	$-11,977
2020	$43,241	$61,003	$681,628	$-17,762

NECTANDRA INSTITUTE