ACADEMIC DEVELOPMENT INSTITUTE INC

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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

1984

Legal Domicile

Principal Officer

PAM SHELEY

Phone

2177326462

Tax Period

2024-07-01 to 2025-06-30

ACADEMIC DEVELOPMENT INSTITUTE INC, founded in 1984, is a community nonprofit in the Human Services sector that reported $1.6M in total revenue in fiscal year 2024. Revenue fell 43% from the prior year — a significant decline worth monitoring.

Mission

TO ASSIST FAMILIES, SCHOOLS AND COMMUNITIES WITH THE ACADEMIC AND PERSONAL DEVELOPMENT OF CHILDREN AND TO CONDUCT RELATED RESEARCH.

Program Service Accomplishments

Program 1

Expenses: $1,340,384 Revenue: $900,811

PROVIDE RESEARCH TO PRACTICE PUBLICATIONS, PROCESSES, AND TECHNICAL ASSISTANCE AROUND SCHOOL IMPROVEMENT, SYSTEMS OF SUPPORT, STRATEGIC PERFORMANCE MANAGEMENT, YOUTH DEVELOPMENT/MENTORSHIP, AND...

PROVIDE RESEARCH TO PRACTICE PUBLICATIONS, PROCESSES, AND TECHNICAL ASSISTANCE AROUND SCHOOL IMPROVEMENT, SYSTEMS OF SUPPORT, STRATEGIC PERFORMANCE MANAGEMENT, YOUTH DEVELOPMENT/MENTORSHIP, AND FAMILY ENGAGEMENT.

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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 $667,053

Program Service Revenue $782,779

Investment Income $244

Other Revenue $118,032

TOTAL REVENUE $1,568,108

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,111,135

Fundraising Expenses $0

Program Expenses $1,340,384

Other Expenses $557,464

TOTAL EXPENSES $1,668,599

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,568,108	$2,736,068	-0.4%
Expenses	$1,668,599	$3,117,674	-0.5%
Net Income	$-100,491	$-381,606	-0.7%

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

$142,024

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TODD E JOHNSON PHD	BOARD VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK WILLIAMS	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
CAITLIN HOWLEY PHD	DIRECTOR	1.00	Director	$0	$0	$0
DEB PAGE BS CPT	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN J PAIK PHD	DIRECTOR	1.00	Director	$0	$0	$0
BI VUONG MPA	DIRECTOR	1.00	Director	$0	$0	$0
PAM SHELEY	EXECUTIVE DIRECTOR	40.00	Officer	$74,414	$2,232	$76,646
EMILY GERDTS	BOARD SECRETARY	40.00	Officer	$48,000	$0	$48,000
TERESA LUKEN	BOARD TREASURER	25.00	Officer	$17,378	$0	$17,378
BERNADETTE ANDERSON	VICE PRESIDENT	40.00	Highest	$105,000	$0	$105,000
DEBRA LAYLAND	CHIEF EDUCATION STRATEGIST	40.00	Highest	$140,000	$0	$140,000

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	$1,568,108	$1,668,599	$784,505	$-100,491
2024	$2,736,068	$3,117,674	$921,236	$-381,606
2023	$3,490,956	$3,556,314	$1,467,735	$-65,358
2022	$3,006,720	$3,121,100	$1,356,042	$-114,380
2021	$2,640,278	$2,219,462	$1,416,655	$420,816
2020	$2,316,988	$2,095,068	$985,563	$221,920
2019	$2,596,536	$2,168,480	$780,758	$428,056
2018	$2,141,547	$2,181,441	$427,662	$-39,894