CRITERION INSTITUTE (EIN 273458737) - 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

2010

Legal Domicile

Principal Officer

JOY ANDERSON

Phone

8603453520

Tax Period

2022-01-01 to 2022-12-31

CRITERION INSTITUTE, founded in 2010, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2022. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $408K, a strong 18% operating margin.

Mission

BROADEN WHAT MATTERS IN OUR ECONOMIC DECISIONS BY EXPANDING WHO HAS POWER AND INFLUENCE IN THE WORK OF REINVENTING THE ECONOMY THROUGH RESEARCH, TRAINING, AND INSTITUTIONAL ENGAGEMENT

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,675,229

Program Service Revenue $564,422

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,239,651

Expense Breakdown

Grants Paid $197,625

Salaries & Benefits $550,660

Fundraising Expenses $173,779

Program Expenses $1,331,963

Other Expenses $1,083,238

TOTAL EXPENSES $1,831,523

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,239,651	$1,759,165	+0.3%
Expenses	$1,831,523	$1,402,982	+0.3%
Net Income	$408,128	$356,183	+0.1%

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

$155,172

Total Directors

$155,172

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOY ANDERSON	PRESIDENT/EXECUTIVE DIRECT	40.00	Officer Director	$122,772	$32,400	$155,172
CATHERINE GILL	BOARD CHAIR	1.50	Officer Director	$0	$0	$0
MICHELLE KAHANE	SECRETARY	1.50	Officer Director	$0	$0	$0
MICHAELE BIRDSALL	DIRECTOR	1.50	Director	$0	$0	$0
LUISAMARIA RUIZ CARLILE	DIRECTOR	1.50	Director	$0	$0	$0
TERESA YOUNGER	DIRECTOR	1.50	Director	$0	$0	$0
JAMES JOHNSON-PIETT	DIRECTOR	1.50	Director	$0	$0	$0
ELLEN YOUNGER	DIRECTOR	1.50	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
2022	$2,239,651	$1,831,523	$714,359	$408,128
2021	$1,759,165	$1,402,982	$272,073	$356,183
2020	$1,209,225	$1,409,318	$116,597	$-200,093
2019	$1,287,156	$1,406,378	$163,721	$-119,222
2018	$1,012,847	$963,706	$97,772	$49,141

CRITERION INSTITUTE