GESTALT INSTITUTE OF CLEVELAND (EIN 346597238) - Form 990 Financial Analysis & Trantor Score

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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

1954

Legal Domicile

Phone

2164210468

Tax Period

2023-09-01 to 2024-08-31

GESTALT INSTITUTE OF CLEVELAND, founded in 1954, is a small nonprofit in the Education sector that reported $505K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $569K exceeded revenue, resulting in a 13% operating deficit.

Mission

THE APPLICATION OF GESTALT THEORY AND PRACTICE TO SUPPORT INDIVIDUALS AND ORGANIZATIONS.

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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 $121,121

Program Service Revenue $377,751

Investment Income $4,922

Other Revenue $1,104

TOTAL REVENUE $504,898

Expense Breakdown

Grants Paid $0

Salaries & Benefits $177,062

Fundraising Expenses $0

Program Expenses $475,295

Other Expenses $392,275

TOTAL EXPENSES $569,337

Year-over-Year Comparison

	2023	2022	Change
Revenue	$504,898	$446,766	+0.1%
Expenses	$569,337	$511,417	+0.1%
Net Income	$-64,439	$-64,651	0.0%

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

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

$81,604

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN BRENNER	TREASURER	20.00	Officer Director	$0	$0	$0
SUSAN J WALKER MORGAN	EXECUTIVE CHAIR/DIRECTOR	50.00	Officer Highest	$81,604	$0	$81,604
JESSICA COLOMBI	BOARD CHAIR	10.00	Officer Director	$0	$0	$0
MARTHA POTTS	SECRETARY	10.00	Officer Director	$0	$0	$0
TONY JACK	TRUSTEE	5.00	Director	$0	$0	$0
SCOTT HAMILTON	TRUSTEE	2.50	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
2024	$504,898	$569,337	$314,184	$-64,439
2023	$446,766	$511,417	$333,714	$-64,651
2022	$346,389	$394,839	$310,269	$-48,450
2021	$424,126	$422,677	$440,423	$1,449
2020	$454,789	$435,325	$420,036	$19,464
2019	$599,136	$559,598	$348,215	$39,538
2018	$555,600	$561,548	$458,894	$-5,948

GESTALT INSTITUTE OF CLEVELAND