THE INSTITUTE (EIN 383680643) - 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

2003

Legal Domicile

Principal Officer

WENDY NARO-WARE

Phone

3033993218

Tax Period

2024-01-01 to 2024-12-31

THE INSTITUTE, founded in 2003, is a community nonprofit in the Religion sector that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $493K, a strong 32% operating margin.

Mission

CONDUCTING JUSTICE AND CORRECTIONS REASEARCH FOR EFFECTIVE POLICY-MAKING.

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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 $0

Program Service Revenue $811,999

Investment Income $705,505

Other Revenue $0

TOTAL REVENUE $1,517,504

Expense Breakdown

Grants Paid $0

Salaries & Benefits $797,430

Fundraising Expenses $0

Program Expenses $1,024,748

Other Expenses $227,318

TOTAL EXPENSES $1,024,748

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,517,504	$1,255,742	+0.2%
Expenses	$1,024,748	$1,151,081	-0.1%
Net Income	$492,756	$104,661	+3.7%

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

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

$596,151

Total Directors

$596,151

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WENDY NARO-WARE	PRESIDENT	40.00	Officer Director	$352,000	$0	$352,000
DR JAMES AUSTIN	SECRETARY	40.00	Officer Director	$244,151	$0	$244,151
DR JAMES WILSON	MEMBER	1.00	Director	$0	$0	$0
JANICE DAVIS	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
N/A	MEMBER	1.00		$0	$0	$0
N/A	MEMBER	1.00		$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	$1,517,504	$1,024,748	$5,556,715	$492,756
2023	$1,255,742	$1,151,081	$5,382,216	$104,661
2022	$1,238,305	$1,381,782	$4,922,623	$-143,477
2021	$2,150,415	$1,480,595	$5,685,615	$669,820
2020	$970,657	$897,637	$4,870,170	$73,020
2019	$963,249	$1,011,950	$4,455,623	$-48,701

THE INSTITUTE