HEADINGTON INSTITUTE (EIN 954839511) - 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

2001

Legal Domicile

Principal Officer

LEAH PORTER

Phone

6262299336

Tax Period

2024-07-01 to 2025-06-30

HEADINGTON INSTITUTE, founded in 2001, is a community nonprofit in the Mental Health sector that reported $1.4M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $1.3M left a modest 6% surplus.

Mission

TO SHAPE THE FUTURE OF SUSTAINABLE WORK BY RELENTLESSLY DELIVERING HIGH-QUALITY, EVIDENCE-BASED MENTAL HEALTH SOLUTIONS TO ORGANIZATIONS AND THEIR STAFF OPERATING IN HIGH-STRESS SETTINGS WORLDWIDE. WE DO THIS BY RESEARCHING, ASSESSING, DEVELOPING, AND DELIVERING PRODUCTS AND SERVICES THAT ARE TRAUMA-INFORMED TO SUPPORT ORGANIZATIONS AND THEIR STAFF WORLDWIDE.

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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 $1,034,154

Program Service Revenue $354,325

Investment Income $207

Other Revenue $0

TOTAL REVENUE $1,388,686

Expense Breakdown

Grants Paid $0

Salaries & Benefits $843,002

Fundraising Expenses $163,308

Program Expenses $916,733

Other Expenses $461,901

TOTAL EXPENSES $1,304,903

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,388,686	$1,553,217	-0.1%
Expenses	$1,304,903	$1,505,015	-0.1%
Net Income	$83,783	$48,202	+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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEAH PORTER	BOARD CHAIRMAN	2.00	Officer Director	$0	$0	$0
SHARON WURTZEL	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MICHELLE BANKS	SECRETARY	2.00	Officer Director	$0	$0	$0
JOCK EBNER	BOARD MEMBER	2.00	Director	$0	$0	$0
PAM FOGG	TREASURER	2.00	Officer Director	$0	$0	$0
MIA HAUGEN	BOARD MEMBER	2.00	Director	$0	$0	$0
T CHRISTOPHER MARTIN	BOARD MEMBER	2.00	Director	$0	$0	$0
LUANN YOCKY	BOARD MEMBER	2.00	Director	$0	$0	$0
JOAN RIBOLI	BOARD MEMBER	2.00	Director	$0	$0	$0
SCOTT GROVER	DIRECTOR OF CLINICAL SERVI	40.00	Highest	$147,571	$45,827	$193,398
DIANE FLANNERY	EXECUTIVE DIRECTOR	40.00	Highest	$221,680	$29,294	$250,974

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	$1,388,686	$1,304,903	$1,162,590	$83,783
2024	$1,553,217	$1,505,015	$1,104,555	$48,202
2023	$1,431,414	$1,431,935	$981,821	$-521
2022	$1,380,852	$1,958,209	$996,099	$-577,357
2021	$1,276,662	$1,156,172	$1,733,215	$120,490
2020	$1,590,787	$1,495,001	$1,617,364	$95,786
2019	$1,417,262	$1,384,891	$1,371,922	$32,371

HEADINGTON INSTITUTE