FROST & SULLIVAN HOLDING INSTITUTE

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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

2005

Legal Domicile

Principal Officer

WYMAN BRAVARD

Phone

2106495248

Tax Period

2024-01-01 to 2024-12-31

FROST & SULLIVAN HOLDING INSTITUTE, founded in 2005, is a small nonprofit in the Human Services sector that reported $779K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Net assets of $6.7M represent 104 months of operating reserves.

Mission

TO BE THE GLOBAL ORGANIZATION OF CHOICE FOR PROFESSIONALS ENGAGED IN COMPETITIVE INTELLIGENCE AND RELATED DISCIPLINES.

Program Service Accomplishments

Program 1

Expenses: $679,286 Revenue: $507,802

PROVIDE CONFERENCES, MEETINGS, AND SEMINARS RELATED TO THE USE OF TECHNIQUES SURROUNDING COMPETITIVE INTELLIGENCE IN DIFFERENT VENUES THROUGHOUT NORTH AMERICA AND EUROPE.

Program 2

Expenses: $943 Revenue: $5,250

NEWSLETTERS ARE PUBLISHED MONTHLY AND BOOKS ARE SOLD RELATING TO THE FIELD OF COMPETITIVE INTELLIGENCE. ALL NEWSLETTERS DISSEMINATE INFORMATION REGARDING THE INDUSTRY AND ANLYTIC TOOLS AND TECHNIQUES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $231,793

Program Service Revenue $513,052

Investment Income $34,136

Other Revenue $123

TOTAL REVENUE $779,104

Expense Breakdown

Grants Paid $0

Salaries & Benefits $389,067

Fundraising Expenses $0

Program Expenses $680,229

Other Expenses $390,894

TOTAL EXPENSES $779,961

Year-over-Year Comparison

	2024	2023	Change
Revenue	$779,104	$932,048	-0.2%
Expenses	$779,961	$1,027,690	-0.2%
Net Income	$-857	$-95,642	-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

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

$280,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WYMAN BRAVARD	DIRECTOR	1.00	Director	$0	$0	$0
DAVID FRIGSTAD	DIRECTOR	1.00	Director	$0	$0	$0
PAUL SANTILLI	EXECUTIVE DIR.	37.00	Director	$280,000	$0	$280,000

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	$779,104	$779,961	$8,786,952	$-857
2023	$932,048	$1,027,690	$8,879,892	$-95,642
2022	$1,146,153	$795,240	$9,318,351	$350,913
2021	$698,328	$747,725	$9,106,452	$-49,397
2020	$791,406	$729,051	$8,918,747	$62,355
2019	$1,517,154	$1,271,114	$8,734,812	$246,040
2018	$9,125,441	$874,905	$8,129,723	$8,250,536