INSTITUTE FOR THE STUDY OF KNOWLED… - Form 990 Financial Data

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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

2002

Legal Domicile

Principal Officer

LISA PETRIDES

Phone

9176027704

Tax Period

2023-01-01 to 2023-12-31

INSTITUTE FOR THE STUDY OF KNOWLEDGE MANAGEMENT EDUCATION, founded in 2002, is a community nonprofit in the Education sector that reported $2.8M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $2.5M left a modest 8% surplus.

Mission

ISKME's mission is to make learning and knowledge-sharing participatory, equitable and open.

Program Service Accomplishments

Program 1

Expenses: $1,284,271 Revenue: $997,806

Open Knowledge Networks - ISKME'S open and distributed knowledge sharing tools and platforms accelerate problem solving and propel change in all facets of K-20 formal and informal education. ISKME...

Open Knowledge Networks - ISKME'S open and distributed knowledge sharing tools and platforms accelerate problem solving and propel change in all facets of K-20 formal and informal education. ISKME creates and faciliates digital public libraries and open knowledge networks that support the use of information sharing and collaboration, including ISKME's public library, OER Commons.

Program 2

Expenses: $585,410 Revenue: $287,715

Research - ISKME's research and evaluation fuel the core of its work, bringing cutting edge contributions to the field of knowledge management in education, with an interdisciplinary team of social scientists. ISKME conducts evidence-based applied research to develop new knowledge and frameworks that support education stakeholders in the areas of collaboration and design, information use, open education practices, education policy, organizational leadership, student success and pedagogical practices.

Program 3

Expenses: $118,671

OER Platform Development - ISKME continuously innovates and develops new technical infrastructure to support its open knowledge networks and digital public libraries.

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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 $1,213,244

Program Service Revenue $1,532,916

Investment Income $1,727

Other Revenue $11,934

TOTAL REVENUE $2,759,821

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,470,120

Fundraising Expenses $191,742

Program Expenses $2,142,638

Other Expenses $1,069,957

TOTAL EXPENSES $2,540,077

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,759,821	$2,441,703	+0.1%
Expenses	$2,540,077	$2,378,814	+0.1%
Net Income	$219,744	$62,889	+2.5%

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

$347,362

Total Directors

$188,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA PETRIDES	President	40.00	Officer Director	$188,000	$0	$188,000
ANOOP ARYAL	SENIOR SOFTWARE	40.00	Officer	$159,362	$0	$159,362
JASON GOECKE	Treasurer	2.00	Officer Director	$0	$0	$0
MARK MILLIRON	BOARD MEMBER	2.00	Director	$0	$0	$0
SHARON DAHL	BOARD MEMBER	2.00	Director	$0	$0	$0
STEVE ELKES	BOARD MEMBER	2.00	Director	$0	$0	$0
ALEX FIELDING	BOARD MEMBER	2.00	Director	$0	$0	$0
JONAH HOUSTON	BOARD MEMBER	2.00	Director	$0	$0	$0
STEVE SCHOETTLER	BOARD MEMBER	2.00	Director	$0	$0	$0
ANDREEA SERBAN	BOARD MEMBER	2.00	Director	$0	$0	$0
RAMONA THOMAS	Secretary	2.00	Officer 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	No data	No data	No data	No data
2023	$2,759,821	$2,540,077	$980,749	$219,744
2023	$2,212,394	$2,540,077	$480,749	$-327,683
2022	$2,441,703	$2,378,814	$560,455	$62,889
2021	$2,708,496	$2,496,349	$612,679	$212,147
2020	$2,472,419	$2,249,872	$778,094	$222,547
2019	$2,249,847	$2,476,436	$554,221	$-226,589
2018	$2,068,216	$1,982,227	$673,158	$85,989

INSTITUTE FOR THE STUDY OF KNOWLEDGE MANAGEMENT EDUCATION