THE GRADUATE INSTITUTE INC

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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

2002

Legal Domicile

Principal Officer

CARRIE E NEAL

Phone

2038748070

Tax Period

2022-01-01 to 2022-12-31

THE GRADUATE INSTITUTE INC, founded in 2002, is a small nonprofit that reported $375K in total revenue in fiscal year 2022. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $65K, a strong 17% operating margin.

Mission

THE ORGANIZATION IS DEDICATED TO THE EDUCATION OF INDIVIDUALS THROUGH GRADUATE AND PROFESSIONAL DEVELOPMENT PROGRAMS IN EMERGING AND CONTEMPORARY FIELDS OF STUDY.

Program Service Accomplishments

Program 1

Expenses: $217,847 Revenue: $275,835

THE ORGANIZATION IS DEDICATED TO THE EDUCATION OF INDIVIDUALS THROUGH GRADUATE AND PROFESSIONAL DEVELOPMENT PROGRAMS IN EMERGING AND CONTEMPORARY FIELDS OF STUDY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $7

Program Service Revenue $275,811

Investment Income $99,468

Other Revenue $0

TOTAL REVENUE $375,286

Expense Breakdown

Grants Paid $0

Salaries & Benefits $183,640

Fundraising Expenses $0

Program Expenses $217,847

Other Expenses $126,945

TOTAL EXPENSES $310,585

Year-over-Year Comparison

	2022	2021	Change
Revenue	$375,286	$258,765	+0.5%
Expenses	$310,585	$931,601	-0.7%
Net Income	$64,701	$-672,836	-1.1%

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

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

$32,100

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ENRICO CHELI	BOARD CHAIRPERSON	0.50	Director	$0	$0	$0
CHRISTINA ANTONIAZZI	TRUSTEE	0.00	Director	$0	$0	$0
ILARIA BUCCIONI	TRUSTEE	0.00	Director	$0	$0	$0
BETTY STERNBERG	TRUSTEE	0.00	Director	$0	$0	$0
OLYA NOVIKOVA	SECRETARY/TREASURER AND TRUSTEE	0.00	Officer Director	$0	$0	$0
EVA ARCHER-SMITH	TRUSTEE	0.00	Director	$0	$0	$0
CARRIE E NEAL	PRESIDENT AND CEO	16.00	Officer	$32,100	$0	$32,100

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
2022	$375,286	$310,585	$245,536	$64,701
2021	$258,765	$931,601	$225,044	$-672,836
2020	$1,066,572	$998,917	$1,460,077	$67,655
2019	$1,092,718	$1,022,452	$1,418,293	$70,266
2018	$1,669,337	$991,867	$1,958,473	$677,470