INSTITUTE FOR EASTWEST STUDIES INC (EIN 133091844) - 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

1981

Legal Domicile

Principal Officer

BRUCE MCCONNELL

Phone

2128244100

Tax Period

2020-10-01 to 2021-08-07

INSTITUTE FOR EASTWEST STUDIES INC, founded in 1981, is a small nonprofit that reported $776K in total revenue in fiscal year 2020. Revenue fell 80% from the prior year — a significant decline worth monitoring. Expenses of $866K exceeded revenue, resulting in a 12% operating deficit.

Mission

EASTWEST INSTITUTE (EWI) WORKS TO REDUCE INTERNATIONAL CONFLICT, ADDRESSING SEEMINGLY INTRACTABLE PROBLEMS THAT THREATEN WORLD SECURITY AND STABILITY. (CONTINUED ON SCHEDULE O)

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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 (2020)

Revenue Breakdown

Contributions & Grants $602,572

Program Service Revenue $0

Investment Income $108,125

Other Revenue $65,670

TOTAL REVENUE $776,367

Expense Breakdown

Grants Paid $0

Salaries & Benefits $695,605

Fundraising Expenses $318

Program Expenses $176,543

Other Expenses $170,217

TOTAL EXPENSES $865,822

Year-over-Year Comparison

	2020	2019	Change
Revenue	$776,367	$3,977,242	-0.8%
Expenses	$865,822	$6,057,189	-0.9%
Net Income	$-89,455	$-2,079,947	-1.0%

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

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

$524,651

Total Directors

$403,540

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE MCCONNELL	PRESIDENT AND CEO	60.0	Officer Director	$384,270	$19,270	$403,540
WILLIAM J PARKER III	PRESIDENT AND CEO (THRU 7/20)	40.0		$356,876	$14,789	$371,665
Ingo Dean THRU 121	Director, IT	40.0	Highest	$187,594	$29,693	$217,287
Andrew Yu THRU 121	Controller	40.0	Highest	$163,718	$36,328	$200,046
Oliver Senft THRU 121	Director, HR	40.0	Highest	$151,721	$18,206	$169,927
Christopher Bush THRU 1220	Director, Program	40.0	Highest	$115,686	$22,750	$138,436
KAWA HASSAN THRU 121	VP, PROGRAM	40.0	Officer	$121,111	$0	$121,111
ROSS PEROT JR	CHAIRMAN	1.0	Officer Director	$0	$0	$0
R WILLIAM IDE III	COUNSEL/SEC/CHAIR OF EXEC COMM	1.0	Officer Director	$0	$0	$0
Tewodros Ashenafi	BOARD MEMBER	0.25	Director	$0	$0	$0
Mark Joseph Bild	BOARD MEMBER	0.25	Director	$0	$0	$0
MARY MCINNIS BOIES	BOARD MEMBER	1.0	Director	$0	$0	$0
Sir Peter Bonfield	BOARD MEMBER	0.25	Director	$0	$0	$0
MATT BROSS	BOARD MEMBER	0.25	Director	$0	$0	$0
ROBERT CAMPBELL III	BOARD MEMBER	1.0	Director	$0	$0	$0
David Cohen	BOARD MEMBER	0.25	Director	$0	$0	$0
Roger Cohen	BOARD MEMBER	0.25	Director	$0	$0	$0
JOEL COWAN	BOARD MEMBER	0.25	Director	$0	$0	$0
ADDISON FISCHER	BOARD MEMBER	0.25	Director	$0	$0	$0
Olivia Fischer	BOARD MEMBER	0.25	Director	$0	$0	$0
John Hurley	BOARD MEMBER	1.0	Director	$0	$0	$0
RALPH ISHAM	BOARD MEMBER	0.25	Director	$0	$0	$0
ANURAG JAIN	BOARD MEMBER	1.0	Director	$0	$0	$0
James L Jones JR	BOARD MEMBER	0.25	Director	$0	$0	$0
GEORGE KADIFA	BOARD MEMBER	0.25	Director	$0	$0	$0
HAIFA AL KAYLANI	BOARD MEMBER	0.25	Director	$0	$0	$0
ZUHAL KURT	BOARD MEMBER	0.25	Director	$0	$0	$0
KAREN LINEHAN MROZ	BOARD MEMBER	1.0	Director	$0	$0	$0
TSUNEO NISHIDA	BOARD MEMBER	0.25	Director	$0	$0	$0
Admiral ret William A Owens	BOARD MEMBER	0.25	Director	$0	$0	$0
Kitty Pilgrim THRU 121	BOARD MEMBER	0.25	Director	$0	$0	$0
Sarah Perot	BOARD MEMBER	0.25	Director	$0	$0	$0
LAURENT M ROUX	BOARD MEMBER	1.0	Director	$0	$0	$0
IKRAM UL-MAJEED SEHGAL	BOARD MEMBER	0.25	Director	$0	$0	$0
KANWAL SIBAL	BOARD MEMBER	0.25	Director	$0	$0	$0
KEVIN TAWEEL	BOARD MEMBER	1.0	Director	$0	$0	$0
ALEXANDER VOLOSHIN	BOARD MEMBER	0.25	Director	$0	$0	$0
Patrick Walsh	BOARD MEMBER	0.25	Director	$0	$0	$0
ZHOU WENZHONG	BOARD MEMBER	0.25	Director	$0	$0	$0
HU YUANDONG	BOARD MEMBER	0.25	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
2021	$776,367	$865,822	No data	$-89,455
2020	$3,977,242	$6,057,189	$9,008,890	$-2,079,947
2019	$6,029,915	$7,633,220	$12,184,620	$-1,603,305

INSTITUTE FOR EASTWEST STUDIES INC