IDEAS INSTITUTE

EIN: 341905156 501(c)(3) Environment

Cleveland Hts, OH

Total Revenue
$138,712
Total Expenses
$139,492
Total Assets
$173,312
Net Assets
$171,658
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
OH
Principal Officer
Margaret P Calkins
Phone
2163215339
Tax Period
2023-07-01 to 2024-06-30

IDEAS INSTITUTE, founded in 1998, is a small nonprofit in the Environment sector that reported $139K in total revenue in fiscal year 2023. Revenue fell 34% from the prior year — a significant decline worth monitoring.

Mission

To provide solutions which improve the lives of older adults and frail individuals through the conduct and dissemination of applied environmental research and related educational content.

Program Service Accomplishments

Program 1
Expenses: $102,968 Revenue: $0

Grant (total grant $99,282 from the Alzheimer's Association to further develop the Environment Audit Scoring Evaluation (EASE) to assess the person centered environmental characteristics of long-term...

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Grant (total grant $99,282 from the Alzheimer's Association to further develop the Environment Audit Scoring Evaluation (EASE) to assess the person centered environmental characteristics of long-term care residential care settings. IDEAS Institute has been working on the EASE for several years (see 4b below) and expects this work will continue for at least 5 more years. The ultimate goal is to have the EASE be both valid and reliable for use in research projects about the design of long-term care settings, and for use as a design tool when renovating and designed new care settings. The EASE will ultimately be made available for free, along with an extensive training manual and other training resources. Aspects of this project (both 4a and 4b) have been published in Innovation in Aging journal (2022), in Frontiers (2024) and at several national conferences in 2023 and 2024.

Program 2
Expenses: $1,493 Revenue: $0

IDEAS Institute partnered with Kansas State University on a grant from the National Institute on Aging, also for validation and reliability of the EASE tool (described in 4a). The grant was made to...

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IDEAS Institute partnered with Kansas State University on a grant from the National Institute on Aging, also for validation and reliability of the EASE tool (described in 4a). The grant was made to Kansas State University, and IDEAS Institute had a sub-award. The total grant award was $246,388 over a period of 3 years. IDEAS Institute's total subaward was $94,355 over the 3 year period. This project closed in 07/2023.

Program 3
Expenses: $13,041 Revenue: $0

Research funded by National Institute on Aging, conducted in partnership with Grand Valley State University. The purpose of the project was to evaluate several interventions on the ability of...

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Research funded by National Institute on Aging, conducted in partnership with Grand Valley State University. The purpose of the project was to evaluate several interventions on the ability of individuals with mild cognitive impairment and early to moderate stage dementia, who live in shared residential settings to effectively wayfind their way around their residence. By June 2023, 127 residents had been enrolled in the study. Preliminary results were presented at the Environments for Aging conference. Several publications and additional presentation are planned for the future. IDEAS Institute was a sub-awardee. The amounts listed relate to the time period for this return. The total grant award was $2,500,000. IDEAS total subaward was $131,000. The amounts reflect activity for the period of this return. This project ended 04/2024.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $125,673
Program Service Revenue $12,920
Investment Income $119
Other Revenue $0
TOTAL REVENUE $138,712

Expense Breakdown

Grants Paid $0
Salaries & Benefits $46,870
Fundraising Expenses $0
Program Expenses $136,702
Other Expenses $92,622
TOTAL EXPENSES $139,492

Year-over-Year Comparison

2023 2022 Change
Revenue $138,712 $210,085 -0.3%
Expenses $139,492 $114,171 +0.2%
Net Income $-780 $95,914 -1.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
7
Independent Members
6
Employees
1
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
1
$0
Total Directors
7
$42,077
Key Employees
1
$42,077
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Margaret Calkins Board Chair and Senior Researcher 32
Director Key Emp Highest
$42,077 $0 $42,077
Addie Abushousheh Trustee 0.5
Director
$0 $0 $0
Habib Chaudhury Trustee 0.5
Director
$0 $0 $0
Rebecca Davis Trustee 0.5
Director
$0 $0 $0
Mauro Hernandez Trustee 0.5
Director
$0 $0 $0
Emily Chmieleski Trustee 0.5
Director
$0 $0 $0
Upali Nanda Trustee 0.5
Director
$0 $0 $0
Jennifer Brush Executive Director 0.5
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 $138,712 $139,492 $173,312 $-780
2023 $210,085 $114,171 $176,005 $95,914
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