Economic Strategy Institute

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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

1989

Legal Domicile

Principal Officer

Clyde V Prestowitz Jr

Phone

2022954640

Tax Period

2023-09-01 to 2024-08-31

Economic Strategy Institute, founded in 1989, is a small nonprofit that reported $214K in total revenue in fiscal year 2023. Revenue surged 107% from the prior year, signaling strong growth momentum. The organization ran a surplus of $52K, a strong 24% operating margin.

Mission

The Institute's purpose is to define a new economic agenda by challenging old assumptions and developing integrated, macro/micro economic strategy to realize the full potential of America's material and human resources.

Program Service Accomplishments

Program 1

Expenses: $146,671

To conduct general research on economic topics of industries resulting in publications and various forms of communication to educate the public and raise awareness of issues.

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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 $213,865

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $213,865

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $146,671

Other Expenses $161,785

TOTAL EXPENSES $161,785

Year-over-Year Comparison

	2023	2022	Change
Revenue	$213,865	$103,391	+1.1%
Expenses	$161,785	$83,358	+0.9%
Net Income	$52,080	$20,033	+1.6%

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

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
Clyde V Prestowitz Jr	President/CEO	40.00	Officer Director	$0	$0	$0
Ralph Gomory	Treasurer	2.00	Officer Director	$0	$0	$0
Patrick Mulloy	Chairman	2.00	Director	$0	$0	$0
Glenn Fukushima	Director	2.00	Director	$0	$0	$0
Dwight C Smith III	Director	2.00	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	$213,865	$161,785	$709	$52,080
2021	$310,741	$272,254	$6,233	$38,487
2020	$293,482	$291,504	$43,226	$1,978
2019	$180,465	$427,736	$88,208	$-247,271
2018	$503,410	$287,978	$353,040	$215,432