INSTITUTE FOR MEDITERRANEAN STUDIES

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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

1989

Legal Domicile

Principal Officer

KATHLEEN M LYNCH

Phone

5136314749

Tax Period

2024-01-01 to 2024-12-31

INSTITUTE FOR MEDITERRANEAN STUDIES, founded in 1989, is a small nonprofit in the Social Science sector that reported $257K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $44K, a strong 17% operating margin.

Mission

PROMOTING HISTORICAL, ARCHAEOLOGICAL AND ART HISTORY RESEARCH IN THAT REGION. THE INSTITUTE SUPPORTS RESEARCH, ARRANGES LECTURES AND DISTRIBUTES NEWSLETTERS AND DVD'S THAT RELATE TO THE HISTORY, ART AND ARCHAEOLOGY OF THE MEDITERRANEAN BASIN.

Program Service Accomplishments

Program 1

GRAVE OF THE GRIFFIN WARRIOR AT PYLOSC/O JACK DAVIS, PH.DDEPARTMENT OF CLASSICSUNIVERSITY OF CINCINNATICONTINUING RESEARCH AND STUDY OF ARCHAEOLOGICAL MATERIALS

Program 2

JACK DAVIS - CONSERVATION WORK FOR THE GRIFFIN WARRIOR ARTIFACTS

Program 3

COHEN AWARED GRANTS

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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 $195,378

Program Service Revenue $0

Investment Income $61,264

Other Revenue $0

TOTAL REVENUE $256,642

Expense Breakdown

Grants Paid $204,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $212,360

Other Expenses $7,860

TOTAL EXPENSES $212,360

Year-over-Year Comparison

	2024	2023	Change
Revenue	$256,642	$203,866	+0.3%
Expenses	$212,360	$34,216	+5.2%
Net Income	$44,282	$169,650	-0.7%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT E RICH	TRUSTEE AND SECRETARY	4.00	Officer	$0	$0	$0
KATHLEEN MARIE LYNCH	TRUSTEE AND TREASURER	4.00	Officer	$0	$0	$0
SHARON R STOCKER	TRUSTEE	2.00	Officer	$0	$0	$0
DENNIS W KURLAS	TRUSTEE	0.00	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
2024	$256,642	$212,360	$1,122,812	$44,282
2023	$203,866	$34,216	$1,078,528	$169,650
2022	$172,207	$54,625	$902,556	$117,582
2021	$137,280	$113,299	$785,640	$23,981
2020	$278,263	$231,245	$762,601	$47,018
2019	$457,945	$197,762	$711,842	$260,183
2018	$322,722	$149,597	$451,660	$173,125