Institute for Strategic and Equitable Development (EIN 475672323) - 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

2015

Legal Domicile

Tax Period

2025-01-01 to 2025-12-31

Institute for Strategic and Equitable Development, founded in 2015, is a community nonprofit in the Community Improvement sector that reported $1.6M in total revenue in fiscal year 2025. Revenue surged 162% from the prior year, signaling strong growth momentum. The organization ran a surplus of $290K, a strong 18% operating margin.

Mission

TO PROMOTE IMPACTFUL GRANT MAKING, INVESTMENTS AND ECONOMIC DEVELOPMENT IN COMMUNITIES OF COLOR THROUGH STRATEGIC PLANNING, EVALUATION, PROJECT MANAGEMENT AND TECHNICAL ASSISTANCE SERVICES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,569,700

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,569,700

Expense Breakdown

Grants Paid $0

Salaries & Benefits $64,125

Fundraising Expenses $0

Program Expenses $1,136,753

Other Expenses $1,215,977

TOTAL EXPENSES $1,280,102

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,569,700	$600,000	+1.6%
Expenses	$1,280,102	$1,215,034	+0.1%
Net Income	$289,598	$-615,034	-1.5%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Reportable Comp	Other Comp	Total
CELIA NAYLOR	BOARD PRESIDENT	20.00	$64,125	$0	$64,125
AMANDA STOREY	BOARD VICE PRESIDENT	5.00	$0	$0	$0
DERYCK FERRIER	BOARD TREASURER	5.00	$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
2025	$1,569,700	$1,280,102	$1,239,866	$289,598
2024	$600,000	$1,215,034	$950,268	$-615,034
2023	$850,000	$891,881	$1,565,302	$-41,881
2022	$1,500,000	$1,429,930	$1,607,183	$70,070
2021	$1,684,241	$1,316,411	$1,537,113	$367,830
2020	$1,850,830	$1,010,447	$1,169,283	$840,383
2019	$1,014,000	$1,287,859	$328,900	$-273,859

Institute for Strategic and Equitable Development