FIRST ANALYSIS INSTITUTE OF INTEGRATIVE STUDIES (EIN 363666973) - 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

1989

Legal Domicile

Principal Officer

F OLIVER NICKLIN JR

Phone

3122581400

Tax Period

2024-01-01 to 2024-12-31

FIRST ANALYSIS INSTITUTE OF INTEGRATIVE STUDIES, founded in 1989, is a small nonprofit in the Unknown sector that reported $295K in total revenue in fiscal year 2024. Revenue fell 83% from the prior year — a significant decline worth monitoring. Expenses of $263K left a modest 11% surplus.

Mission

INSTITUTE OFFERS CLASSES AND SEMINARS THAT ARE OPEN TO INTERESTED INDIVIDUALS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $135,784

Program Service Revenue $0

Investment Income $60,479

Other Revenue $98,580

TOTAL REVENUE $294,843

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $169,701

Other Expenses $263,277

TOTAL EXPENSES $263,277

Year-over-Year Comparison

	2024	2023	Change
Revenue	$294,843	$1,753,679	-0.8%
Expenses	$263,277	$185,803	+0.4%
Net Income	$31,566	$1,567,876	-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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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
F OLIVER NICKLIN JR	PRESIDENT, TREASURER, DIRE	2.00	Officer Director	$0	$0	$0
JEROME P WAGNER	DIRECTOR	1.00	Director	$0	$0	$0
SARAH M LINSLEY	DIRECTOR, SECRETARY	0.20	Officer Director	$0	$0	$0
CLAIRE NICKLIN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID M JAGLOWSKI	DIRECTOR	1.00	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
2024	$294,843	$263,277	$5,536,283	$31,566
2023	$1,753,679	$185,803	$5,488,909	$1,567,876
2022	$819,778	$113,003	$4,599,104	$706,775
2021	$292,718	$76,587	$3,529,200	$216,131
2020	$-41,794	$41,581	$3,304,443	$-83,375
2019	$57,319	$30,932	$3,374,011	$26,387
2018	$86,789	$71,469	$3,429,387	$15,320

FIRST ANALYSIS INSTITUTE OF INTEGRATIVE STUDIES