INSTITUTE FOR CHILD SUCCESS INC (EIN 271904900) - 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

JAMIE MOON

Phone

8642878063

Tax Period

2024-07-01 to 2025-06-30

INSTITUTE FOR CHILD SUCCESS INC, founded in 2009, is a community nonprofit in the Social Science sector that reported $8.4M in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.0M, a strong 23% operating margin.

Mission

ICS ADVANCES HUMAN-FOCUSED AND EQUITY-CENTERED POLICIES, PARTNERS, AND PRACTICES TO TRANSFORM SYSTEMS THAT IMPACT YOUNG CHILDREN AND THEIR FAMILIES. WE ACHIEVE THIS BY: GENERATING RESEARCH INSIGHTS ON THE BEST POLICIES AND PRACTICES TO SUPPORT YOUNG CHILDREN AND FAMILIES. OFFERING PROGRAM DEVELOPMENT AND EVALUATION SUPPORT TO HELP EARLY CHILDHOOD PROGRAMS MAXIMIZE THEIR IMPACT. PROVIDING SMART FINANCIAL SOLUTIONS TO ORGANIZATIONS, GOVERNMENTS, AND COMMUNITIES. CREATING SYSTEMS-LEVEL CHANGE THROUGH RESOURCES AND OUTREACH TO INCREASE EQUITABLE AND EFFECTIVE MEASUREMENT PRACTICES AMONG THE EARLY CHILDHOOD WORKFORCE.

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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 $7,141,392

Program Service Revenue $1,271,641

Investment Income $26,679

Other Revenue $0

TOTAL REVENUE $8,439,712

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,798,402

Fundraising Expenses $173,571

Program Expenses $5,188,706

Other Expenses $3,663,096

TOTAL EXPENSES $6,461,498

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,439,712	$6,669,546	+0.3%
Expenses	$6,461,498	$5,028,288	+0.3%
Net Income	$1,978,214	$1,641,258	+0.2%

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

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

$597,446

Total Directors

$359,546

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMIE MOON	CHIEF EXECUTIVE OFFICER	37.50	Officer Director	$232,140	$17,030	$249,170
JOHN CONCKLIN	VP OF STRATEGY & FINANCE	37.50	Officer Director	$110,376	$0	$110,376
GARY GLICKMAN	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
CALVIN L CALHOUN III	CHAIR	1.00	Officer Director	$0	$0	$0
NATALMA MCKNEW	TREASURER	1.00	Officer Director	$0	$0	$0
KEISHA GRAY	TRUSTEE	1.00	Officer Director	$0	$0	$0
DESMOND P KELLY MD	TRUSTEE	1.00	Officer Director	$0	$0	$0
NEIL GRAYSON	TRUSTEE	1.00	Officer Director	$0	$0	$0
JOKEITHA SEABROOK	SECRETARY	1.00	Officer Director	$0	$0	$0
THE HONORABLE LORANNE AUSLEY	VICE CHAIR	1.00	Director	$0	$0	$0
CRYSTAL CAMPBELL DHL	TRUSTEE	1.00	Director	$0	$0	$0
THE HONORABLE MERL CODE	TRUSTEE	1.00	Director	$0	$0	$0
CAROLYN ELLIS	TRUSTEE	1.00	Director	$0	$0	$0
PAUL DWORKIN MD	TRUSTEE	1.00	Director	$0	$0	$0
FRANCES ELLISON	TRUSTEE	1.00	Director	$0	$0	$0
SYLVIA ECHOLS	TRUSTEE	1.00	Director	$0	$0	$0
ANN ROBINSON	EXECUTIVE COMMITTEE MEMBER	1.00	Director	$0	$0	$0
DEB LONG	TRUSTEE	1.00	Director	$0	$0	$0
FRANCIS RUSHTON JR MD FAAP	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM F SCHMIDT MD PHD	TRUSTEE	1.00	Director	$0	$0	$0
CARLOMAGNO PANLILIO PHD	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD WILKERSON	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN THOMSON SHI PHD	EXECUTIVE COMMITTEE MEMBER	1.00	Director	$0	$0	$0
CONGRESSMAN BEN MCADAMS	TRUSTEE	1.00	Director	$0	$0	$0
KELLY ESCOBAR PHD	TRUSTEE	1.00	Director	$0	$0	$0
SHIMICA GASKINS JD	EXECUTIVE COMMITTEE MEMBER	1.00	Director	$0	$0	$0
ROBERT A SAUL MD	TRUSTEE	1.00	Director	$0	$0	$0
MARY GARVEY	CHIEF OF EQUITY, INNOVATIVE FINANCING & COMMUNICAT	37.50	Officer	$118,721	$0	$118,721
TYSON BARKER PHD	CHIEF SCIENCE & INNOVATION OFFICER	37.50	Officer	$119,179	$0	$119,179
MEGAN CAROLAN	VP OF POLICY RESEARCH	37.50	Highest	$105,626	$0	$105,626
MARI CARY PHD	VP OF EVALUATION & PRACTICE	37.50	Highest	$104,857	$0	$104,857
BRYAN BOROUGHS	FORMER CHIEF OPERATING OFFICER	37.50		$168,076	$13,997	$182,073

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	$8,439,712	$6,461,498	$5,623,757	$1,978,214
2024	$6,669,546	$5,028,288	$3,718,279	$1,641,258
2023	$1,848,919	$2,467,670	$3,201,378	$-618,751
2022	$4,831,076	$4,159,543	$4,018,889	$671,533
2021	$2,842,292	$2,049,057	$2,517,388	$793,235
2020	$1,525,513	$1,469,659	$840,728	$55,854
2019	$1,547,482	$1,475,188	$692,113	$72,294
2018	$1,640,611	$1,638,145	$696,220	$2,466

INSTITUTE FOR CHILD SUCCESS INC