Institute for the Study of Learning & Expertise (EIN 330324461) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

Patrick W Langley

Phone

6504943884

Tax Period

2022-10-01 to 2023-09-30

Institute for the Study of Learning & Expertise, founded in 1988, is a small nonprofit in the Unknown sector that reported $586K in total revenue in fiscal year 2022. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $276K, a strong 47% operating margin.

Mission

Educational-Scientific/Research

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $422,817

Program Service Revenue $14,555

Investment Income $66,255

Other Revenue $82,756

TOTAL REVENUE $586,383

Expense Breakdown

Grants Paid $0

Salaries & Benefits $78,902

Fundraising Expenses $0

Program Expenses $280,200

Other Expenses $231,027

TOTAL EXPENSES $309,929

Year-over-Year Comparison

	2022	2021	Change
Revenue	$586,383	$699,477	-0.2%
Expenses	$309,929	$364,910	-0.2%
Net Income	$276,454	$334,567	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$68,679

Total Directors

$61,194

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Patrick W Langley	President/Dir.	10.00	Officer Director	$61,194	$0	$61,194
Daniel Shapiro	Treasurer	1.00	Officer	$7,485	$0	$7,485
Wayne F Iba	Director	1.00	Director	$0	$0	$0
David Nicholas	Secretary/Dir.	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
2023	$586,383	$309,929	$3,547,046	$276,454
2022	$699,477	$364,910	$3,008,279	$334,567
2021	$1,152,698	$485,040	$3,386,094	$667,658
2020	$370,620	$148,712	$2,718,436	$221,908
2019	$574,346	$126,819	$2,507,665	$447,527
2018	$570,543	$269,790	$2,060,866	$300,753

Institute for the Study of Learning & Expertise