FES INSTITUTE

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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

2007

Legal Domicile

Principal Officer

JAY ALBERTS

Phone

2162827541

Tax Period

2023-07-01 to 2024-06-30

FES INSTITUTE, founded in 2007, is a micro nonprofit in the Social Science sector that reported $97K in total revenue in fiscal year 2023. Revenue surged 101% from the prior year, signaling strong growth momentum. Expenses of $92K left a modest 5% surplus.

Mission

TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS WITH DISABILITIES.

Program Service Accomplishments

Program 1

Expenses: $82,343 Revenue: $18,563

THE FES INSTITUTE, A 501 (C)(3) ORGANIZATION, IS OPERATED EXCLUSIVELY FOR PUBLIC, CHARITABLE, RELIGIOUS, EDUCATIONAL AND SCIENTIFIC PURPOSES; INCLUDING, IMPROVING THE QUALITY OF LIFE OF INDIVIDUALS WITH DISABILITIES THROUGH DEVELOPMENT OF TECHNOLOGY, THE DISSEMINATION OF INFORMATION RELATIVE TO, AND THE EDUCATION OF THE PUBLIC WITH REPECT TO SUCH TECHNOLOGY.

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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 $58,361

Program Service Revenue $18,563

Investment Income $19,877

Other Revenue $0

TOTAL REVENUE $96,801

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $82,343

Other Expenses $92,204

TOTAL EXPENSES $92,204

Year-over-Year Comparison

	2023	2022	Change
Revenue	$96,801	$48,271	+1.0%
Expenses	$92,204	$75,568	+0.2%
Net Income	$4,597	$-27,297	-1.2%

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
JAY ALBERTS	PRESIDENT	2.00	Director	$0	$0	$0
PAUL SONYE	TRUSTEE	2.00	Director	$0	$0	$0
DR HARRY HOYEN MD	CHAIRMAN	2.00	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	No data	No data	No data	No data
2024	$96,801	$92,204	$433,111	$4,597
2023	$48,271	$75,568	$396,762	$-27,297
2022	$130,354	$73,346	$387,501	$57,008
2021	$36,355	$21,937	$382,241	$14,418
2020	$87,505	$86,913	$302,776	$592
2019	$70,051	$62,284	$307,952	$7,767
2018	$44,845	$51,993	$291,558	$-7,148