LUDWIG VON MISES INSTITUTE FOR AUSTRIAN ECONOMICS INC (EIN 521263436) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

DR THOMAS DILORENZO

Phone

3343212100

Tax Period

2023-01-01 to 2023-12-31

LUDWIG VON MISES INSTITUTE FOR AUSTRIAN ECONOMICS INC, founded in 1982, is a community nonprofit that reported $4.7M in total revenue in fiscal year 2018. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $843K, a strong 18% operating margin.

Mission

TO PROMOTE THE ECONOMIC THEORIES OF LUDWIG VON MISES, HIS PREDECESSORS AND HIS SUCCESSORS, THROUGH TEACHING PROGRAMS, RESEARCH, FELLOWSHIPS AND SCHOLARLY PUBLICATIONS.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,558,895

Program Service Revenue $165,369

Investment Income $1,431,471

Other Revenue $350,047

TOTAL REVENUE $8,505,782

Expense Breakdown

Grants Paid $87,180

Salaries & Benefits $2,967,733

Fundraising Expenses $595,064

Program Expenses $5,051,407

Other Expenses $3,127,498

TOTAL EXPENSES $6,182,411

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,505,782	$11,477,273	-0.3%
Expenses	$6,182,411	$6,263,299	0.0%
Net Income	$2,323,371	$5,213,974	-0.6%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$376,291

Total Directors

$501,925

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LLEWELLYN H ROCKWELL JR	CHAIRMAN	45.00	Officer Director	$200,070	$5,702	$205,772
JOHN V DENSON	DIRECTOR	0.50	Director	$0	$0	$0
RON PAUL	DIRECTOR	0.50	Director	$0	$0	$0
JOSEPH SALERNO	DIRECTOR	40.00	Director	$115,006	$1,397	$116,403
YOUSEF ALMOAYYED	DIRECTOR	0.50	Director	$0	$0	$0
DEBORAH AYERS	DIRECTOR	0.50	Director	$0	$0	$0
PATRICIA BARNETT	DIRECTOR	25.00	Director	$25,000	$0	$25,000
STEVE BERGER	DIRECTOR	0.50	Director	$0	$0	$0
KAREN DECOSTER	VICE PRESIDENT	40.00	Officer Director	$128,775	$6,470	$135,245
PETER KLEIN	DIRECTOR	25.00	Director	$19,244	$261	$19,505
GREG MORIN	DIRECTOR	0.50	Director	$0	$0	$0
MARK MURRAH	DIRECTOR	0.50	Director	$0	$0	$0
DONALD PRINTZ	DIRECTOR	0.50	Director	$0	$0	$0
STEVE TORELLO	DIRECTOR	0.50	Director	$0	$0	$0
THOMAS DILORENZO	PRESIDENT	1.00	Officer	$34,020	$1,254	$35,274
KRISTAL HOLMES	EMPLOYEE	40.00	Highest	$101,527	$7,692	$109,219
RYAN MCMAKEN	EMPLOYEE	40.00	Highest	$105,303	$23,002	$128,305
MICHAEL PARISH	EMPLOYEE	40.00	Highest	$104,389	$5,238	$109,627
JUDITH THOMMESEN	EMPLOYEE	40.00	Highest	$103,696	$2,738	$106,434
JEFFREY E DEIST	FORMER PRESIDENT	50.00		$167,539	$2,310	$169,849

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	$8,505,782	$6,182,411	$54,656,851	$2,323,371
2023	$8,505,782	$6,182,411	$54,656,851	$2,323,371
2022	$11,477,273	$6,263,299	$50,537,947	$5,213,974
2021	$8,440,639	$5,057,541	$45,587,383	$3,383,098
2020	$15,470,852	$5,008,583	$42,553,839	$10,462,269
2019	$10,250,383	$4,227,370	$29,369,255	$6,023,013
2018	$4,711,732	$3,868,540	$21,394,844	$843,192

LUDWIG VON MISES INSTITUTE FOR AUSTRIAN ECONOMICS INC