INSTITUTE FOR STRATEGIC DIALOGUE-US (EIN 271282489) - 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

2009

Legal Domicile

Principal Officer

MARK BERGMAN

Phone

2024642517

Tax Period

2024-01-01 to 2024-12-31

INSTITUTE FOR STRATEGIC DIALOGUE-US, founded in 2009, is a mid-sized nonprofit in the Education sector that reported $12.8M in total revenue in fiscal year 2024. Revenue surged 117% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.3M, a strong 34% operating margin.

Mission

DEFENDING DEMOCRACY AND INDIVIDUAL RIGHTS AGAINST THREATS TO PUBLIC SAFETY AND NATIONAL SECURITY.

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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 $12,799,684

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $12,799,684

Expense Breakdown

Grants Paid $3,439,611

Salaries & Benefits $4,172,902

Fundraising Expenses $252,725

Program Expenses $7,736,487

Other Expenses $897,664

TOTAL EXPENSES $8,510,177

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,799,684	$5,899,380	+1.2%
Expenses	$8,510,177	$5,900,541	+0.4%
Net Income	$4,289,507	$-1,161	-3695.7%

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

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

$258,617

Total Directors

$258,617

Key Employees

$194,495

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SASHA HAVLICEK	PRESIDENT AND CEO	40.00	Officer Director	$248,539	$10,078	$258,617
MARK BERGMAN	CO-CHAIR AND SECRETARY	1.00	Officer Director	$0	$0	$0
KARL-THEODOR ZU GUTTENBERG	DIRECTOR	1.00	Director	$0	$0	$0
DR KERRY HEALEY	CO-CHAIR	1.00	Officer Director	$0	$0	$0
SHIRLEY LORD ROSENTHAL	DIRECTOR	1.00	Director	$0	$0	$0
FARAH PANDITH	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS RICE	TREASURER	1.00	Officer Director	$0	$0	$0
MERYL CHERTOFF	DIRECTOR	1.00	Director	$0	$0	$0
DIXON OSBURN	ED-USA	40.00	Key Emp	$171,267	$23,228	$194,495
MOUSTAFA AYAD	ED-AMEA	40.00	Highest	$143,631	$11,154	$154,785
ISABELLE WRIGHT	DIR. TECH & SOCIETY	0.00	Highest	$138,578	$11,310	$149,888
KATHERINE KENEALLY	DIR. THREAT PREVENTION	40.00	Highest	$121,096	$10,468	$131,564
ERIC ROSAND	ED-STRONG CITIES NETWORK	40.00	Highest	$137,341	$18,337	$155,678
ANNA STOLBOVA	DIR. OPERATIONS	40.00	Highest	$115,879	$6,954	$122,833

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
2024	$12,799,684	$8,510,177	$5,859,681	$4,289,507
2023	$5,899,380	$5,900,541	$2,199,420	$-1,161
2022	$6,689,491	$4,898,442	$2,514,876	$1,791,049
2021	$1,407,578	$1,751,579	$156,242	$-344,001
2020	$1,976,623	$1,679,053	$500,243	$297,570
2019	$1,084,532	$1,035,731	$202,673	$48,801
2018	$130,910	$259,673	$153,872	$-128,763

INSTITUTE FOR STRATEGIC DIALOGUE-US