INTERCOLLEGIATE STUDIES INSTITUTE … - Form 990 Financial Data

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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

1952

Legal Domicile

Principal Officer

JOHN A BURTKA IV

Phone

3026524600

Tax Period

2024-07-01 to 2025-06-30

INTERCOLLEGIATE STUDIES INSTITUTE INC, founded in 1952, is a community nonprofit in the Education sector that reported $8.7M in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Net assets of $34.9M represent 48 months of operating reserves.

Mission

WE INSPIRE COLLEGE STUDENTS TO DISCOVER, EMBRACE, AND ADVANCE THE PRINCIPLES THAT MAKE AMERICA GOOD, FREE, AND PROSPEROUS.

Program Service Accomplishments

Program 1

Expenses: $4,769,464

LEADERSHIP DEVELOPMENT CONFERENCE PROGRAM - THE ORGANIZATION HOSTS CONFERENCES FOR STUDENTS AT VARIOUS LOCATIONS ACROSS THE COUNTRY THAT TEACH THE PRINCIPLES THAT MAKE AMERICA FREE AND PROSPEROUS.

Program 2

Expenses: $444,967

ISI BOOKS AND PUBLICATIONS - THE ORGANIZATION PUBLISHES BOOKS, MAGAZINES AND JOURNALS TO INTRODUCE COLLEGE STUDENTS AND THE BROADER READING PUBLIC TO THE PRINCIPLES AND VIRTUES THAT MAKE AMERICA FREE...

Program 3

Expenses: $1,696,211 Revenue: $25,000

THE ISI COLLEGIATE NETWORK SUPPORTS INDEPENDENT STUDENT NEWSPAPERS, MAGAZINES AND JOURNALS, PAID SUMMER INTERNSHIPS AND POSTGRADUATE, YEAR-LONG FELLOWSHIPS AT PROMINENT MEDIA OUTLETS TO PROMISING...

THE ISI COLLEGIATE NETWORK SUPPORTS INDEPENDENT STUDENT NEWSPAPERS, MAGAZINES AND JOURNALS, PAID SUMMER INTERNSHIPS AND POSTGRADUATE, YEAR-LONG FELLOWSHIPS AT PROMINENT MEDIA OUTLETS TO PROMISING STUDENT JOURNALISTS COMMITTED TO THE PRINCIPLES OF LIBERTY.

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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 $7,152,310

Program Service Revenue $25,000

Investment Income $1,334,164

Other Revenue $178,022

TOTAL REVENUE $8,689,496

Expense Breakdown

Grants Paid $859,951

Salaries & Benefits $3,492,146

Fundraising Expenses $1,185,555

Program Expenses $6,910,642

Other Expenses $5,008,251

TOTAL EXPENSES $9,451,850

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,689,496	$10,715,473	-0.2%
Expenses	$9,451,850	$9,109,035	+0.0%
Net Income	$-762,354	$1,606,438	-1.5%

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

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

$551,053

Total Directors

$357,884

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN A BURTKA IV	PRESIDENT & CEO	50.00	Officer Director	$330,719	$27,165	$357,884
MATTHEW BRACH	CHIEF FINANCIAL OFFICER	50.00	Officer	$171,852	$21,317	$193,169
DANIEL MCCARTHY	VICE PRESIDENT AND EDITOR-	50.00	Highest	$172,565	$15,445	$188,010
ETHAN SWAIN	DIRECTOR OF MAJOR GIFTS	50.00	Highest	$115,101	$26,232	$141,333
PAUL RHEIN	CHIEF OPERATING OFFICER	50.00	Highest	$155,992	$39,174	$195,166
SPENCER KASHMANIAN	CHIEF OF STAFF	50.00	Highest	$154,179	$31,506	$185,685
THOMAS LYNCH	CHAIRMAN	2.00	Officer Director	$0	$0	$0
BYRON W SMITH	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
JOHN SLAVIC	SECRETARY-TREASURER	2.00	Officer Director	$0	$0	$0
LARRY ARNN	TRUSTEE	2.00	Director	$0	$0	$0
RICHARD BACIGALUPI	TRUSTEE	2.00	Director	$0	$0	$0
ALEJANDRO CHAFUEN	TRUSTEE	2.00	Director	$0	$0	$0
RICK DEVOS	TRUSTEE	2.00	Director	$0	$0	$0
MICHAEL GLEBA	TRUSTEE	2.00	Director	$0	$0	$0
MARK HENRIE	TRUSTEE	2.00	Director	$0	$0	$0
CHRIS LONG	TRUSTEE	2.00	Director	$0	$0	$0
WILLIAM LONG	TRUSTEE	2.00	Director	$0	$0	$0
REGIS DE RAMEL	TRUSTEE	2.00	Director	$0	$0	$0
ALFRED S REGNERY	TRUSTEE	2.00	Director	$0	$0	$0
KEVIN ROBERTS	TRUSTEE	2.00	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
2025	$8,689,496	$9,451,850	$37,084,256	$-762,354
2024	$10,715,473	$9,109,035	$38,156,614	$1,606,438
2023	$13,639,241	$7,493,107	$34,930,256	$6,146,134
2022	$14,292,393	$7,026,104	$26,706,628	$7,266,289
2021	$7,078,238	$6,195,894	$20,524,423	$882,344
2020	$6,014,026	$5,687,662	$18,575,142	$326,364
2019	$7,946,819	$7,393,836	$18,078,941	$552,983
2018	$7,878,663	$7,224,920	$17,319,595	$653,743

INTERCOLLEGIATE STUDIES INSTITUTE INC