THE ASSOCIATION FOR INSTITUTIONAL RESEARCH (EIN 366149972) - 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

1966

Legal Domicile

Principal Officer

CHRISTINE KELLER

Phone

8503854155

Tax Period

2023-01-01 to 2023-12-31

THE ASSOCIATION FOR INSTITUTIONAL RESEARCH, founded in 1966, is a community nonprofit that reported $4.3M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

AS A GLOBAL ASSOCIATION, AIR EMPOWERS HIGHER EDUCATION PROFESSIONALS TO USE DATA, INFORMATION, AND ANALYTICS IN WAYS THAT ARE EFFECTIVE, ETHICAL, AND EQUITABLE. AIR SUPPORTS DATA-INFORMED DECISION MAKING THAT AMPLIFIES STUDENT AND INSTITUTIONAL SUCCESS.

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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 $2,721,445

Program Service Revenue $1,553,253

Investment Income $46,941

Other Revenue $13,722

TOTAL REVENUE $4,335,361

Expense Breakdown

Grants Paid $106,716

Salaries & Benefits $2,217,463

Fundraising Expenses $0

Program Expenses $3,616,350

Other Expenses $1,995,479

TOTAL EXPENSES $4,319,658

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,335,361	$3,891,605	+0.1%
Expenses	$4,319,658	$3,780,592	+0.1%
Net Income	$15,703	$111,013	-0.9%

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

400

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

$600,609

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JONATHAN GAGLIARDI	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRENT DRAKE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KAREN WEBBER	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
CRAIG ABBEY	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA BELL	DIRECTOR	1.00	Director	$0	$0	$0
KAREN EGYPT	DIRECTOR	1.00	Director	$0	$0	$0
MAREN HESS	DIRECTOR	1.00	Director	$0	$0	$0
MITCHEL NESLER	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER PENA	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH PHELPS	DIRECTOR	1.00	Director	$0	$0	$0
WEN QI	DIRECTOR	1.00	Director	$0	$0	$0
KAREN VANCE	TREASURER	1.00	Officer Director	$0	$0	$0
CHRISTINE KELLER	EXECUTIVE DIRECTOR & CEO	40.00	Officer	$218,189	$24,082	$242,271
JASON LEWIS	CFO	40.00	Officer	$186,181	$9,674	$195,855
LEAH ROSS	ASSOCIATE DEPUTY DIRECTOR	40.00	Officer	$145,863	$16,620	$162,483
DARLENA JONES	SR DIRECTOR OF RESEARCH & GRANTS	40.00	Highest	$118,484	$19,734	$138,218

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	No data	No data	No data	No data
2023	$4,335,361	$4,319,658	$4,865,626	$15,703
2022	$3,891,605	$3,780,592	$5,054,951	$111,013
2021	$3,399,261	$2,971,019	$4,169,384	$428,242
2020	$2,802,262	$3,647,526	$3,501,367	$-845,264
2019	$4,284,920	$4,868,082	$4,721,795	$-583,162
2018	$4,131,393	$4,394,846	$5,001,563	$-263,453

THE ASSOCIATION FOR INSTITUTIONAL RESEARCH