WILLIAM DAVIDSON INSTITUTE AT THE UNIVERSITY OF MICHIGAN (EIN 383048086) - 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

1992

Legal Domicile

Phone

7346157582

Tax Period

2022-07-01 to 2023-06-30

WILLIAM DAVIDSON INSTITUTE AT THE UNIVERSITY OF MICHIGAN, founded in 1992, is a community nonprofit in the International Affairs sector that reported $3.6M in total revenue in fiscal year 2022. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $5.5M exceeded revenue, resulting in a 51% operating deficit.

Mission

To operate a not-for-profit proprietary school offering courses and instruction in business management in emerging markets and allied fields to equip economic decision-makers in emerging countries with the tools of commercial 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 (2022)

Revenue Breakdown

Contributions & Grants $569

Program Service Revenue $1,747,397

Investment Income $1,901,630

Other Revenue $390

TOTAL REVENUE $3,649,986

Expense Breakdown

Grants Paid $178,680

Salaries & Benefits $4,069,491

Fundraising Expenses $0

Program Expenses $3,407,518

Other Expenses $1,254,478

TOTAL EXPENSES $5,502,649

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,649,986	$3,314,047	+0.1%
Expenses	$5,502,649	$5,324,487	+0.0%
Net Income	$-1,852,663	$-2,010,440	-0.1%

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

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

$1,122,612

Total Directors

$88,259

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Paul Clyde	President	40.00	Officer	$475,217	$68,042	$543,259
Amy Gillett	VP Education Secretary	40.00	Officer	$268,107	$51,034	$319,141
Claire Hogikyan	VP AdministrationTreasurer	40.00	Officer	$233,194	$27,018	$260,212
Ioan Cleaton - Jones	Director Healthcare Delivery	40.00	Highest	$227,702	$41,020	$268,722
Pascale Leroueil	VP Healthcare	40.00	Highest	$212,660	$29,046	$241,706
Diana Paez	Sr Director Grants	40.00	Highest	$167,141	$25,976	$193,117
Heather Esper	Director Performance Measurement	40.00	Highest	$140,484	$39,064	$179,548
Scott Anderson	Communications Manager	40.00	Highest	$117,905	$41,033	$158,938
Sharon Matusik	Chair of the Board	1.00	Director	$40,000	$0	$40,000
Mayurem Krishnan	Director Audit Committee	1.00	Director	$16,367	$0	$16,367
John Engler	Director	1.00	Director	$7,500	$0	$7,500
Kenneth Lieberthal	Director	1.00	Director	$7,500	$0	$7,500
Valerie Bertacco	Director	1.00	Director	$7,500	$0	$7,500
Ravi Anupindi	Director	1.00	Director	$9,392	$0	$9,392
Karen Davidson	Director	1.00	Director	$0	$0	$0
Ralph Gerson	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$3,649,986	$5,502,649	$53,384,176	$-1,852,663
2022	$3,314,047	$5,324,487	$57,138,414	$-2,010,440
2021	$3,759,607	$5,567,339	$55,197,050	$-1,807,732

WILLIAM DAVIDSON INSTITUTE AT THE UNIVERSITY OF MICHIGAN