MARKETING SCIENCE 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

1961

Legal Domicile

Principal Officer

BRIAN KOSTANTIN

Phone

6174912060

Tax Period

2019-07-01 to 2020-06-30

MARKETING SCIENCE INSTITUTE, founded in 1961, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2019. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $3.5M exceeded revenue, resulting in a 75% operating deficit.

Mission

MARKETING SCIENCE INSTITUTE IS DEDICATED TO BRIDGING THE GAP BETWEEEN MARKETING SCIENCE THEORY AND BUSINESS PRACTICE. THE INSTITUTE IS A CORPORATE-MEMBERSHIP BASED ORGANIZATION WITH LEADING RESEARCHERS FROM UNIVERSITIES WORLDWIDE PARTICIPATING IN MSI RESEARCH PROGRAMS.

Program Service Accomplishments

Program 1

Expenses: $63,579

MARKETING RESEARCH PROGRAMS COVERING APPROXIMATELY TWENTY-FIVE TOPICS IN THE AREAS OF BRAND EQUITY, METRICS, MANAGING CUSTOMERS, THE ROLE OF MARKETING, RESEARCH TOOLS AND OTHER ISSUES

Program 2

Expenses: $9,111 Revenue: $3,580

DISSEMINATION OF MARKETING KNOWLEDGE THROUGH APPROXIMATELY TWENTY-FIVE PUBLICATIONS, INCLUDING RESEARCH REPORTS, MONOGRAPHS AND BOOKS, ELECTRONIC PUBLICATIONS DISTRIBUTED VIA OUR WEBSITE, AND...

DISSEMINATION OF MARKETING KNOWLEDGE THROUGH APPROXIMATELY TWENTY-FIVE PUBLICATIONS, INCLUDING RESEARCH REPORTS, MONOGRAPHS AND BOOKS, ELECTRONIC PUBLICATIONS DISTRIBUTED VIA OUR WEBSITE, AND PRESENTATIONS AND MEETINGS OF MARKETING PRACTITIONERS

Program 3

Expenses: $185,743 Revenue: $88,730

SPECIAL TOPIC CONFERENCES BRINGING TOGETHER LEADING ACADEMICS AND PRACTITIONERS IN THE FIELD OF MARKETING

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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 (2019)

Revenue Breakdown

Contributions & Grants $1,709,000

Program Service Revenue $92,310

Investment Income $137,780

Other Revenue $60,000

TOTAL REVENUE $1,999,090

Expense Breakdown

Grants Paid $60,219

Salaries & Benefits $1,724,024

Fundraising Expenses $1,013,256

Program Expenses $1,732,506

Other Expenses $1,710,398

TOTAL EXPENSES $3,494,641

Year-over-Year Comparison

	2019	2018	Change
Revenue	$1,999,090	$2,677,060	-0.3%
Expenses	$3,494,641	$2,925,872	+0.2%
Net Income	$-1,495,551	$-248,812	+5.0%

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

$438,375

Total Directors

$45,251

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA KAHN	EXECUTIVE DIRECTOR	20.00	Director	$0	$0	$0
SEAN BRUICH	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA VYTLACIL	BOARD MEMBER/INTERIM PRESIDENT	1.00	Officer Director	$45,251	$0	$45,251
CARL F MELA	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT ALT	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN COOPER	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVIN LANE KELLER	BOARD MEMBER	1.00	Director	$0	$0	$0
MARTYN CROOK	BOARD MEMBER	1.00	Director	$0	$0	$0
PAMELA FORBUS	BOARD MEMBER	1.00	Director	$0	$0	$0
SHANNON NUTTER-WIERSBITZKY	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN KOSTANTIN	VICE PRESIDENT/INTERIM CFO	40.00	Officer	$209,667	$19,603	$229,270
FRED LEACH	BOARD MEMBER	1.00	Officer	$0	$0	$0
KATE GREY	VICE PRESIDENT; PROGRAMMIN	40.00	Officer	$134,678	$29,176	$163,854
EARL TAYLOR	CHIEF KNOWLEDGE OFFICER	40.00	Highest	$128,225	$11,992	$140,217
SUSAN KEANE	EDITORIAL DIRECTOR	30.00	Highest	$123,126	$27,067	$150,193
CHERYL TOTO	FORMER CFO	40.00	Highest	$231,756	$31,580	$263,336

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
2020	$1,999,090	$3,494,641	$3,847,782	$-1,495,551
2020	$827,620	$926,147	No data	$-98,527
2019	$2,677,060	$2,925,872	$5,240,815	$-248,812