AMERICAN INSTITUTE FOR SOUTHEAST EUROPEAN STUDIES INC

EIN: 201936637 501(c)(3) Arts, Culture & Humanities

DAVIS, CA

Total Revenue
$43,684
Total Expenses
$37,919
Total Assets
$720,412
Net Assets
$720,412
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2004
Legal Domicile
NY
Principal Officer
LYNN ROLLER
Phone
5308485377
Tax Period
2023-01-01 to 2023-12-31

AMERICAN INSTITUTE FOR SOUTHEAST EUROPEAN STUDIES INC, founded in 2004, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $44K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $38K left a modest 13% surplus.

Mission

AN INSTITUTION DEDICATED TO FACILITATING ACADEMIC RESEARCH IN SOUTHEAST EUROPE FOR NORTH AMERICAN SCHOLARS AND COLLABORATION BETWEEN SCHOLARS FROM NORTH AMERICA AND COUNTRIES SITUATED IN SOUTHEAST EUROPE (ALBANIA, BOSNIA AND HERZEGOVINA, BULGARIA, CROATIA, KOSOVO, MACEDONIA, MONTENEGRO, ROMANIA, SERBIA AND SLOVENIA).

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,850
Program Service Revenue $0
Investment Income $38,834
Other Revenue $0
TOTAL REVENUE $43,684

Expense Breakdown

Grants Paid $16,500
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $26,175
Other Expenses $21,419
TOTAL EXPENSES $37,919

Year-over-Year Comparison

2023 2022 Change
Revenue $43,684 $39,676 +0.1%
Expenses $37,919 $25,778 +0.5%
Net Income $5,765 $13,898 -0.6%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
8
Independent Members
8
Employees
N/A
Volunteers
8

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
4
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DANIEL WEISS VICE CHAIR/SECRETARY/CHAIR 5.00
Officer Director
$0 $0 $0
LAUREN EARL TRUSTEE 0.50
Director
$0 $0 $0
MARY NEUBERGER TRUSTEE 0.50
Director
$0 $0 $0
VICTOR PETROV TRUSTEE/VICE CHAIR/SECRETARY 2.00
Officer Director
$0 $0 $0
CYNTHIA LINTZ CHAIR/TRUSTEE 0.50
Officer Director
$0 $0 $0
LYNN E ROLLER TREASURER 2.00
Officer Director
$0 $0 $0
IOANA MURESAN TRUSTEE 0.50
Director
$0 $0 $0
ROBERT GARIS TRUSTEE 0.50
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 $43,684 $37,919 $720,412 $5,765
2022 $39,676 $25,778 $669,667 $13,898
2021 $52,730 $18,852 $804,190 $33,878
2020 $72,691 $23,684 $736,583 $49,007
2019 $26,543 $15,289 $677,946 $11,254
2018 $37,522 $4,551 $583,263 $32,971
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