INSTITUTE FOR FIELD RESEARCH (EIN 275556305) - 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

2011

Legal Domicile

Principal Officer

MARY LOU FORWARD

Phone

4242091173

Tax Period

2023-11-01 to 2024-10-31

INSTITUTE FOR FIELD RESEARCH, founded in 2011, is a community nonprofit in the International Affairs sector that reported $1.7M in total revenue in fiscal year 2023. Revenue surged 84% from the prior year, signaling strong growth momentum. The organization ran a surplus of $263K, a strong 16% operating margin.

Mission

TO PROVIDE, PROMOTE AND SUPPORT EDUCATIONAL OPPORTUNITIES IN SOCIAL SCIENCE (ARCHAEOLOGY) FIELD TRAINING.

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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 (2023)

Revenue Breakdown

Contributions & Grants $211,362

Program Service Revenue $1,462,341

Investment Income $1,224

Other Revenue $0

TOTAL REVENUE $1,674,927

Expense Breakdown

Grants Paid $52,500

Salaries & Benefits $350,048

Fundraising Expenses $54,371

Program Expenses $1,204,812

Other Expenses $1,008,897

TOTAL EXPENSES $1,411,445

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,674,927	$912,477	+0.8%
Expenses	$1,411,445	$949,531	+0.5%
Net Income	$263,482	$-37,054	-8.1%

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

$84,338

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY GRAESCH	ACADEMIC CHAIR	1.00	Officer Director	$0	$0	$0
FRED LIMP	BOARD MEMBER	1.00	Director	$0	$0	$0
LYNN DODD	CHAIR, INTERNAL AFFAIRS	1.00	Officer Director	$0	$0	$0
WILLEKE WENDRICH	BOARD MEMBER	1.00	Director	$0	$0	$0
YUVAL BAR-ZEMER	TREASURER	1.00	Officer Director	$0	$0	$0
JULIE STEIN	CHAIR, EXTERNAL AFFAIRS	1.00	Officer Director	$0	$0	$0
SCOTT TAYLOE	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFF ALTSCHUL	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY LOU FORWARD	EXECUTIVE DIRECTOR	40.00	Officer	$80,870	$3,468	$84,338

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	$1,674,927	$1,411,445	$436,251	$263,482
2023	$912,477	$949,531	$185,691	$-37,054
2022	$1,320,973	$1,167,623	$218,326	$153,350
2021	$872,205	$667,125	$236,010	$205,080
2020	$229,438	$490,731	$593,354	$-261,293
2019	$1,848,100	$1,794,067	$72,453	$54,033
2018	$1,490,735	$1,521,468	$73,186	$-30,733

INSTITUTE FOR FIELD RESEARCH