Advanced Institute for Development and Learning (EIN 472134788) - 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

Terence McGee Chairman

Tax Period

2023-01-01 to 2023-12-31

Advanced Institute for Development and Learning, founded in 2014, is a small nonprofit in the Diseases & Disorders sector that reported $858K in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum.

Mission

We provide speech and feeding therapy to children with special needs, education and support programs for families

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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 $22,436

Program Service Revenue $809,034

Investment Income $17

Other Revenue $26,180

TOTAL REVENUE $857,667

Expense Breakdown

Grants Paid $0

Salaries & Benefits $751,206

Fundraising Expenses $1,157

Program Expenses $697,100

Other Expenses $106,356

TOTAL EXPENSES $857,562

Year-over-Year Comparison

	2023	2022	Change
Revenue	$857,667	$617,787	+0.4%
Expenses	$857,562	$771,753	+0.1%
Net Income	$105	$-153,966	-1.0%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brian Gutbroad	Treasurer	3.00	Officer	$0	$0	$0
Daniel B Visser	Board Member	2.00	Officer	$0	$0	$0
Peter Chen	Board Member	2.00	Officer	$0	$0	$0
Jessica Curry	Board Member	4.00	Officer	$0	$0	$0
Terence McGee	President	5.00	Officer	$0	$0	$0
Andrew D Hartley	Chairman	5.00	Officer	$0	$0	$0
Jim Bennett	Board Member	3.00	Officer	$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
2023	$857,667	$857,562	$87,817	$105
2022	$617,787	$771,753	$49,176	$-153,966
2021	$964,420	$763,551	$198,640	$200,869
2020	$643,772	$637,857	$147,999	$5,915
2019	$747,456	$738,530	$65,563	$8,926

Advanced Institute for Development and Learning