ITER INC (EIN 134071904) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

William Bowen

Phone

8003313219

Tax Period

2025-01-01 to 2025-12-31

ITER INC, founded in 1997, is a small nonprofit in the Education sector that reported $211K in total revenue in fiscal year 2025. Expenses of $189K left a modest 10% surplus.

Mission

ITER, meaning a journey or a path in Latin, is a not-for-profit partnership dedicated to the advancement of learning in the study of teaching of the Middle Ages and Renaissance (400-1700).

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $3,000

Program Service Revenue $38,686

Investment Income $110

Other Revenue $169,384

TOTAL REVENUE $211,180

Expense Breakdown

Grants Paid $400

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $186,192

Other Expenses $188,884

TOTAL EXPENSES $189,284

Year-over-Year Comparison

	2025	2024	Change
Revenue	$211,180	$212,619	0.0%
Expenses	$189,284	$250,211	-0.2%
Net Income	$21,896	$-37,592	-1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
William Bowen	EXEC DIRECTOR	10.00	Officer Director	$0	$0	$0
Ayanna Thompson	BOARD MEMBER	5.00	Officer Director	$0	$0	$0
Barbara Craig	BOARD MEMBER	5.00	Officer	$0	$0	$0
Konrad Eisenbichler	BOARD MEMBER	5.00	Officer	$0	$0	$0
Bruce Janacek	BOARD MEMBER	5.00	Officer	$0	$0	$0
Sian Meikle	BOARD MEMBER	5.00	Officer	$0	$0	$0
Raymond Siemens	ASSISTANT DIRECTOR	10.00	Officer	$0	$0	$0
Richard Freedman	BOARD MEMBER	5.00	Officer	$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	$211,180	$189,284	$291,006	$21,896
2024	$212,619	$250,211	$264,531	$-37,592
2023	$268,200	$269,896	$302,123	$-1,696
2022	$330,806	$315,059	$303,819	$15,747
2021	$411,398	$312,340	$288,072	$99,058
2020	$244,023	$225,695	$239,713	$18,328
2019	$237,943	$279,672	$237,183	$-41,729
2018	$341,668	$323,669	$216,134	$17,999

ITER INC