AMERICAN FRIENDS OF THE INSTITUTE OF ECONOMIC AFFAIRS (EIN 320538396) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

BRADLEY LIPS

Phone

2024498449

Tax Period

2025-01-01 to 2025-12-31

AMERICAN FRIENDS OF THE INSTITUTE OF ECONOMIC AFFAIRS, founded in 2017, is a small nonprofit in the Education sector that reported $237K in total revenue in fiscal year 2018. Revenue surged 1143% from the prior year, signaling strong growth momentum. Expenses of $217K left a modest 8% surplus.

Mission

ECONOMIC AND SOCIAL RESEARCH

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $439,496

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $439,496

Expense Breakdown

Grants Paid $437,000

Salaries & Benefits $0

Fundraising Expenses $1,220

Program Expenses $437,000

Other Expenses $4,101

TOTAL EXPENSES $441,101

Year-over-Year Comparison

	2025	2024	Change
Revenue	$439,496	$169,100	+1.6%
Expenses	$441,101	$168,871	+1.6%
Net Income	$-1,605	$229	-8.0%

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

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 BOYD	DIRECTOR	1.00	Director	$0	$0	$0
BRADLEY LIPS	PRESIDENT/DIRECTOR	1.00	Officer Director	$0	$0	$0
KATHERINE PRICE	SECRETARY/TREASURER/DIRECTOR	1.00	Officer 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
2025	$439,496	$441,101	$1,495	$-1,605
2024	$169,100	$168,871	$3,100	$229
2023	$485,700	$492,108	$2,871	$-6,408
2022	$346,360	$343,077	$9,279	$3,283
2021	$386,020	$390,292	$135,996	$-4,272
2020	$406,380	$267,659	$140,268	$138,721
2019	$180,000	$179,482	$1,547	$518
2018	$236,825	$217,462	$37,840	$19,363

AMERICAN FRIENDS OF THE INSTITUTE OF ECONOMIC AFFAIRS