THE SHAWNEE INSTITUTE LTD (EIN 232886150) - 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

1997

Legal Domicile

Principal Officer

JON KIRKWOOD

Phone

5704244000

Tax Period

2025-01-01 to 2025-12-31

THE SHAWNEE INSTITUTE LTD, founded in 1997, is a small nonprofit in the Education sector that reported $742K in total revenue in fiscal year 2025. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $650K left a modest 12% surplus.

Mission

THE ORGANIZATIONS MISSION IS TO PROVIDE EDUCATIONAL, SCIENTIC, CHARITABLE AND LITERARY SERVICES. THEIR MOST SIGNIFICANT ACTIVITY IS CONTINUING EDUCATION.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $741,536

Investment Income $0

Other Revenue $0

TOTAL REVENUE $741,536

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $650,061

Other Expenses $650,061

TOTAL EXPENSES $650,061

Year-over-Year Comparison

	2025	2024	Change
Revenue	$741,536	$571,062	+0.3%
Expenses	$650,061	$646,667	+0.0%
Net Income	$91,475	$-75,605	-2.2%

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

N/A

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

$66,840

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES KIRKWOOD	BOARD CHAIRMAN	1.00	Officer Director	$0	$0	$0
MIDGE MCCLOSKY	CHIEF EXECUTIVE OFFICER	28.00	Director	$32,234	$0	$48,840
VIRGINIA P KIRKWOOD	PRESIDENT	0.00	Officer	$0	$0	$0
AMY ALBERT	BOARD MEMBER	0.00	Director	$0	$0	$0
JONATHAN KIRKWOOD	EXECUTIVE DIRECTOR	10.00	Officer Director	$0	$0	$0
DIANE THARP	DIRECTOR EDUCATION PROGRAM	5.00	Director	$18,000	$0	$18,000

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
2025	$741,536	$650,061	$24,028	$91,475
2024	$571,062	$646,667	$7,738	$-75,605
2023	$558,184	$609,766	$9,216	$-51,582
2022	$540,753	$552,490	$14,615	$-11,737
2021	$386,459	$374,788	$49,339	$11,671
2020	$4,516	$15,764	$8,005	$-11,248
2019	$564,426	$570,474	$4,992	$-6,048
2018	$565,600	$586,758	$2,635	$-21,158

THE SHAWNEE INSTITUTE LTD