INSTITUTE OF GENERAL SEMANTICS INC (EIN 060646682) - 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

1938

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

INSTITUTE OF GENERAL SEMANTICS INC, founded in 1938, is a community nonprofit that reported $4.2M in total revenue in fiscal year 2023. Revenue surged 440% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.9M, a strong 94% operating margin.

Mission

Provide education and resources to expand understanding of the field of general semantics.

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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 $4,018,110

Program Service Revenue $22,548

Investment Income $127,785

Other Revenue $0

TOTAL REVENUE $4,168,443

Expense Breakdown

Grants Paid $6,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $175,860

Other Expenses $234,475

TOTAL EXPENSES $240,475

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,168,443	$771,848	+4.4%
Expenses	$240,475	$180,487	+0.3%
Net Income	$3,927,968	$591,361	+5.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Susan Drucker	Trustee	1.00	Director	$0	$0	$0
Mary Lahman	Trustee	1.00	Director	$0	$0	$0
Dominic Heffer	Trusttee	1.00	Director	$0	$0	$0
Gina Valenti	Trustee	1.00	Director	$0	$0	$0
Laura Trujillo-Linan	Trustee	1.00	Director	$0	$0	$0
Christopher W Mayer	Trustee	1.00	Director	$0	$0	$0
Nora Bateson	Trustee	1.00	Director	$0	$0	$0
Ben Hauck	Trustee	5.00	Director	$0	$0	$0
Martin Levinson	Trustee	1.00	Director	$0	$0	$0
Jacqueline J Rudig	Trustee	1.00	Director	$0	$0	$0
Lance Strate	President and Trustee	5.00	Officer Director	$0	$0	$0
Thomas Gencarelli	Treasurer and Trustee	5.00	Officer Director	$0	$0	$0
Eva Berger	Secretary and Trustee	5.00	Officer Director	$0	$0	$0
Corey Anton	Vice President and Trustee	5.00	Officer 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	$4,168,443	$240,475	$6,808,412	$3,927,968
2022	$771,848	$180,487	$2,550,085	$591,361
2021	$120,444	$114,106	$2,638,849	$6,338
2020	$155,032	$70,745	$2,477,235	$84,287
2019	$391,061	$73,247	$2,181,850	$317,814
2018	$131,829	$91,724	$1,677,591	$40,105
2017	$122,952	$55,123	$1,797,163	$67,829

INSTITUTE OF GENERAL SEMANTICS INC