INSTITUTE FOR LEARNING INNOVATION (EIN 464453337) - 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

2014

Legal Domicile

Principal Officer

JOHN FALK PHD

Phone

4432230694

Tax Period

2023-01-01 to 2023-12-31

INSTITUTE FOR LEARNING INNOVATION, founded in 2014, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring.

Mission

THE INSTITUTE FOR LEARNING INNOVATION ADVANCES LIFELONG, FREECHOICE LEARNING FOR ALL COMMUNITIES THROUGH RESEARCH, PRACTICE, AND POLICY INITIATIVES.

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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 $656,934

Program Service Revenue $466,468

Investment Income $0

Other Revenue $6,240

TOTAL REVENUE $1,129,642

Expense Breakdown

Grants Paid $0

Salaries & Benefits $787,414

Fundraising Expenses $0

Program Expenses $891,990

Other Expenses $357,904

TOTAL EXPENSES $1,145,318

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,129,642	$1,693,796	-0.3%
Expenses	$1,145,318	$1,737,856	-0.3%
Net Income	$-15,676	$-44,060	-0.6%

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

$67,020

Total Directors

$67,020

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN FALK PHD	Executive Dir.	36.00	Officer Director	$67,020	$0	$67,020
KIPPEN DE ALBA CHU	EX OFFICIO	40.00		$30,770	$0	$30,770
TOM OWEN	PAST CHAIR	1.00	Officer Director	$0	$0	$0
TARA CHKLOVSKI	Treasurer	1.00	Officer Director	$0	$0	$0
NIK HONEYSETT	Treasurer	1.00	Officer Director	$0	$0	$0
TONYA MATTHEWS PHD	DIRECTOR	1.00		$0	$0	$0
MEENA SELVAKUMAR PHD	SECRETARY	1.00		$0	$0	$0
MATTHEW DONAHUE	DIRECTOR	1.00		$0	$0	$0
PATTY CHAVEZ	DIRECTOR	1.00		$0	$0	$0
ALEX FREEMAN	DIRECTOR	1.00		$0	$0	$0
DINA BAILEY	DIRECTOR	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	No data	No data	No data	No data
2023	$1,129,642	$1,145,318	$155,046	$-15,676
2022	$1,693,796	$1,737,856	$299,874	$-44,060
2021	$1,569,469	$1,523,481	$383,623	$45,988
2020	$1,292,753	$1,257,284	$354,023	$35,469
2019	$1,256,285	$1,304,864	$307,506	$-48,579
2018	$1,250,627	$1,282,480	$319,529	$-31,853

INSTITUTE FOR LEARNING INNOVATION