THE INSTITUTE FOR CLINICAL SOCIAL WORK (EIN 363157451) - 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

1981

Legal Domicile

Principal Officer

MICHELLE CURTAIN STEWART

Phone

7739436503

Tax Period

2022-07-01 to 2023-06-30

THE INSTITUTE FOR CLINICAL SOCIAL WORK, founded in 1981, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2022. Revenue decreased 19% compared to the prior year. Expenses of $2.0M exceeded revenue, resulting in a 30% operating deficit.

Mission

TO PREPARE GRADUATE STUDENTS TO RECEIVE MA IN COUNSELING AND PHD IN CLINICAL SOCIAL WORK.

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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 (2022)

Revenue Breakdown

Contributions & Grants $144,692

Program Service Revenue $1,482,964

Investment Income $-56,748

Other Revenue $3,649

TOTAL REVENUE $1,574,557

Expense Breakdown

Grants Paid $18,333

Salaries & Benefits $932,945

Fundraising Expenses $33,753

Program Expenses $1,592,802

Other Expenses $1,090,001

TOTAL EXPENSES $2,041,279

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,574,557	$1,952,734	-0.2%
Expenses	$2,041,279	$2,076,477	0.0%
Net Income	$-466,722	$-123,743	+2.8%

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

$519,997

Total Directors

$8,951

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREA ALPERT	FACULTY ADVISORY-TRUSTEE	1.00	Director	$4,274	$0	$4,274
ROBERT MARDIROSSIAN	FACULTY ADVISORY-TRUSTEE	1.00	Director	$3,087	$0	$3,087
FREDA FRIEDMAN	BOARD CHAIR	5.00	Officer Director	$1,590	$0	$1,590
BARBARA BERGER PHD	SECRETARY	1.00	Officer Director	$0	$0	$0
FADY BEBAWY	TREASURER	1.00	Officer Director	$0	$0	$0
MAMTA ACCAPADI	TRUSTEE	1.00	Director	$0	$0	$0
MICAHEL BATES	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN BERTRAND	TRUSTEE	1.00	Director	$0	$0	$0
CAROL GOLDBAUM	TRUSTEE	1.00	Director	$0	$0	$0
DAVID GOMEZ	TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY GREENBERGER	TRUSTEE	1.00	Director	$0	$0	$0
LEAH HARP PHD	TRUSTEE	1.00	Director	$0	$0	$0
NICOLE JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
STEVE NICHOLS	TRUSTEE	1.00	Director	$0	$0	$0
NICHOLAS WODRICH	TRUSTEE	1.00	Director	$0	$0	$0
MICHELLE STEWART	PRESIDENT	45.00	Officer	$231,500	$6,149	$237,649
MICHAEL BAUMAN	VP OF FINANCE & OPERATIONS	45.00	Officer	$131,787	$6,425	$138,212
ANDREW SAFYER	ACADEMIC DEAN	45.00	Officer	$141,923	$623	$142,546

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	No data	No data	No data	No data
2023	$1,574,557	$2,041,279	$1,414,391	$-466,722
2022	$1,952,734	$2,076,477	$1,511,640	$-123,743
2021	$2,381,951	$1,855,166	$1,972,872	$526,785
2020	$1,694,377	$1,641,875	$1,452,426	$52,502
2019	$1,401,056	$1,666,208	$1,154,734	$-265,152

THE INSTITUTE FOR CLINICAL SOCIAL WORK