INVESTOR PROTECTION 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

2008

Legal Domicile

Principal Officer

CHERI MEYER

Phone

2027752112

Tax Period

2020-01-01 to 2020-12-31

INVESTOR PROTECTION INSTITUTE, founded in 2008, is a micro nonprofit that reported $554 in total revenue in fiscal year 2020. Revenue fell 99% from the prior year — a significant decline worth monitoring. Expenses of $37K exceeded revenue, resulting in a 6537% operating deficit.

Mission

THE INVESTOR PROTECTION INSTITUTE'S (IPI'S) MISSION IS TO PROTECT INVESTORS THROUGH RESEARCH AND EDUCATION. IPI CARRIES OUT ITS MISSION THROUGH NATIONAL INVESTOR EDUCATION, PROTECTION, AND RESEARCH PROGRAMS DELIVERED AT THE GRASSROOTS LEVEL WITH THE ASSISTANCE OF PARTICIPATING STATE SECURITIES REGULATORS AND STRATEGIC PARTNERSHIPS WITH OTHER ORGANIZATIONS.

Program Service Accomplishments

Program 1

Expenses: $25,669

ELDER INVESTMENT FRAUD AND FINANCIAL EXPLOITATION PREVENTION PROGRAM - AN INVESTOR EDUCATION AND PROTECTION PROGRAM THROUGH WHICH THE IPI IS EDUCATING MEDICAL PROFESSIONALS WHO ROUTINELY SEE OLDER...

ELDER INVESTMENT FRAUD AND FINANCIAL EXPLOITATION PREVENTION PROGRAM - AN INVESTOR EDUCATION AND PROTECTION PROGRAM THROUGH WHICH THE IPI IS EDUCATING MEDICAL PROFESSIONALS WHO ROUTINELY SEE OLDER PATIENTS AS PART OF THEIR PRACTICE TO RECOGNIZE WHEN THEIR OLDER PATIENTS MIGHT BE VULNERABLE TO OR VICTIMIZED BY ELDER FINANCIAL FRAUD AND FINANCIAL EXPLOITATION.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $554

Other Revenue $0

TOTAL REVENUE $554

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,669

Other Expenses $36,768

TOTAL EXPENSES $36,768

Year-over-Year Comparison

	2020	2019	Change
Revenue	$554	$53,981	-1.0%
Expenses	$36,768	$52,452	-0.3%
Net Income	$-36,214	$1,529	-24.7%

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

N/A

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

Total Directors

$12,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR ROBERT E ROUSH	MEMBER	3.00	Director	$12,000	$0	$12,000
CRAIG A GOETTSCH	CHAIRMAN	1.00	Officer Director	$0	$0	$0
JOSEPH P BORG	MEMBER	1.00	Director	$0	$0	$0
ROBIN S RINGO	EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$0	$0
DON M BLANDIN	PRESIDENT & CEO	1.00	Officer	$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
2020	$554	$36,768	$41,433	$-36,214
2019	$53,981	$52,452	$454,232	$1,529
2018	$23,519	$31,830	$457,035	$-8,311