INTERMEDIA SURVEY INSTITUTE (EIN 521996156) - 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

1996

Legal Domicile

Principal Officer

DENISE O'REILLY

Phone

2024349310

Tax Period

2018-10-01 to 2019-09-30

INTERMEDIA SURVEY INSTITUTE, founded in 1996, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2018. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $2.4M exceeded revenue, resulting in a 35% operating deficit.

Mission

SCIENTIFIC RESEARCH IN THE PUBLIC INTEREST AND CONSULTING FOR INTERNATIONAL DEVELOPMENT, GLOBAL COMMUNICATIONS AND CONFLICT RESOLUTION.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,900,875

Investment Income $-253,069

Other Revenue $100,396

TOTAL REVENUE $1,748,202

Expense Breakdown

Grants Paid $0

Salaries & Benefits $852,079

Fundraising Expenses $0

Program Expenses $1,223,144

Other Expenses $1,516,564

TOTAL EXPENSES $2,368,643

Year-over-Year Comparison

	2018	2017	Change
Revenue	$1,748,202	$3,181,403	-0.5%
Expenses	$2,368,643	$3,675,961	-0.4%
Net Income	$-620,441	$-494,558	+0.3%

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

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

$341,931

Total Directors

$21,000

Key Employees

$184,419

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
OWEN CHARLEBOIS	CHAIR	0.60	Director	$4,500	$0	$4,500
ROBERT GILLETTE	BOARD MEMBER	0.60	Director	$3,000	$0	$3,000
BARRY FULTON	TREASURER	0.60	Officer Director	$4,500	$0	$4,500
DAVID ENSOR	BOARD MEMBER	0.60	Director	$4,500	$0	$4,500
ADAM POWELL III	BOARD MEMBER	0.60	Director	$4,500	$0	$4,500
NINA NATHANI	SECRETARY	0.60	Officer	$0	$0	$0
DENISE O'REILLY	CEO & PRESIDENT	60.00	Officer	$222,386	$40,992	$263,378
STEPHEN MALLARD	CFO	24.00	Officer	$74,053	$0	$74,053
SAMUEL SCHUETH	RESEARCH DIRECTOR	40.00	Key Emp	$156,553	$27,866	$184,419
MAMADOU THIAM	SENIOR ASSOCIATE DIRECTOR	40.00	Highest	$120,120	$39,576	$159,696
MARY ANN FITZGERALD	ASSOCIATE DIRECTOR	40.00	Highest	$101,025	$27,514	$128,539

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
2019	$1,748,202	$2,368,643	No data	$-620,441
2018	$3,181,403	$3,675,961	$1,593,437	$-494,558

INTERMEDIA SURVEY INSTITUTE