AQUINAS INSTITUTE INC (EIN 263960330) - 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

2008

Legal Domicile

Principal Officer

JOHN MORTENSEN

Phone

8022784627

Tax Period

2021-01-01 to 2021-12-31

AQUINAS INSTITUTE INC, founded in 2008, is a small nonprofit in the Religion sector that reported $239K in total revenue in fiscal year 2021. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $417K exceeded revenue, resulting in a 75% operating deficit.

Mission

TO RESEARCH, PUBLISH, AND TEACH FROM THE GREATEST WRITINGS IN HISTORY, WITH A FOCUS ON BRINGING MEDIEVAL SCHOLARSHIP INTO MODERN CRITICAL DIALOG.

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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 (2021)

Revenue Breakdown

Contributions & Grants $135,748

Program Service Revenue $0

Investment Income $53,360

Other Revenue $49,488

TOTAL REVENUE $238,596

Expense Breakdown

Grants Paid $0

Salaries & Benefits $297,212

Fundraising Expenses $0

Program Expenses $349,064

Other Expenses $120,114

TOTAL EXPENSES $417,326

Year-over-Year Comparison

	2021	2020	Change
Revenue	$238,596	$395,889	-0.4%
Expenses	$417,326	$515,339	-0.2%
Net Income	$-178,730	$-119,450	+0.5%

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

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

$101,972

Total Directors

$101,972

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN MORTENSEN	PRESIDENT	40.00	Officer Director	$101,972	$0	$101,972
JEREMY HOLMES	TREASURER	10.00	Officer	$0	$0	$0
PETER KWASNIEWSKI	SECRETARY	10.00	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
2021	$238,596	$417,326	$58,792	$-178,730
2020	$395,889	$515,339	$220,760	$-119,450
2019	$373,830	$291,675	$350,244	$82,155
2018	$257,104	$321,473	$398,216	$-64,369

AQUINAS INSTITUTE INC