Institute of Caribbean Studies (EIN 521864509) - 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

1993

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Institute of Caribbean Studies, founded in 1993, is a small nonprofit in the Education sector that reported $278K in total revenue in fiscal year 2023. Revenue surged 197% from the prior year, signaling strong growth momentum. The organization ran a surplus of $67K, a strong 24% operating margin.

Mission

Trade and economic aid in the Caribbean

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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 $72,590

Program Service Revenue $205,482

Investment Income $73

Other Revenue $0

TOTAL REVENUE $278,145

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $170,911

Other Expenses $211,593

TOTAL EXPENSES $211,593

Year-over-Year Comparison

	2023	2022	Change
Revenue	$278,145	$93,740	+2.0%
Expenses	$211,593	$111,521	+0.9%
Net Income	$66,552	$-17,781	-4.7%

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	Role	Reportable Comp	Other Comp	Total
Nsombi Jaja	Member	1.00	Officer	$0	$0	$0
Ian Edwards	Member	1.00	Officer	$0	$0	$0
Alland Leandre	Member	1.00	Officer	$0	$0	$0
Jeffrey A Whitney	Legal Counsel	2.00	Officer	$0	$0	$0
Neville Welch	Treasurer	2.00	Officer	$0	$0	$0
Claire A Nelson	President	5.00	Officer	$0	$0	$0
Ivonne F Cameron	Member	1.00	Officer	$0	$0	$0
Roxanne Valies	Member	1.00	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
2024	No data	No data	No data	No data
2023	$278,145	$211,593	$80,041	$66,552
2023	No data	No data	No data	No data

Institute of Caribbean Studies