ASSOCIATION OF INDEPENDENT RESEARCH INSTITUTES INC (EIN 521624453) - 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

1962

Legal Domicile

Principal Officer

SVEN DAVISSON

Phone

4105960451

Tax Period

2024-01-01 to 2024-12-31

ASSOCIATION OF INDEPENDENT RESEARCH INSTITUTES INC, founded in 1962, is a small nonprofit that reported $823K in total revenue in fiscal year 2024. Expenses of $714K left a modest 13% surplus.

Mission

CONTRIBUTE TO THE ADVANCEMENT OF NON-PROFIT INDEPENDENT RESEARCH INSTITUTES

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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 (2024)

Revenue Breakdown

Contributions & Grants $486,900

Program Service Revenue $287,050

Investment Income $49,421

Other Revenue $0

TOTAL REVENUE $823,371

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $680,358

Other Expenses $714,480

TOTAL EXPENSES $714,480

Year-over-Year Comparison

	2024	2023	Change
Revenue	$823,371	$763,830	+0.1%
Expenses	$714,480	$663,672	+0.1%
Net Income	$108,891	$100,158	+0.1%

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

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
JERILYN MITCHELL BOWERS	Past President	1.00	Officer Director	$0	$0	$0
BRIAN VAN WEELE	Director	1.00	Director	$0	$0	$0
ADAM COHEN ESQ	President Elect	1.00	Officer Director	$0	$0	$0
Paul Debbie	Director	1.00	Director	$0	$0	$0
Hannah Goulding	Director	1.00	Director	$0	$0	$0
DAVID M CABRERA	President	1.00	Officer Director	$0	$0	$0
MICHAEL J MARCHESIELLO	Secretary	1.00	Officer Director	$0	$0	$0
SVEN DAVISSON	Treasurer	1.00	Officer Director	$0	$0	$0
BRENT KECK	Director	1.00	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	$823,371	$714,480	$2,142,198	$108,891
2023	$763,830	$663,672	$1,879,674	$100,158
2022	$741,334	$661,758	$1,584,284	$79,576
2021	$583,533	$481,862	$1,802,646	$101,671
2020	$542,658	$472,892	$1,536,375	$69,766
2019	$607,384	$635,721	$1,335,098	$-28,337
2018	$696,136	$649,181	$1,189,836	$46,955

ASSOCIATION OF INDEPENDENT RESEARCH INSTITUTES INC