FIRST NATIONS DEVELOPMENT INSTITUTE (EIN 541254491) - 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

1983

Legal Domicile

Principal Officer

MICHAEL ROBERTS

Phone

3037747836

Tax Period

2024-07-01 to 2025-06-30

FIRST NATIONS DEVELOPMENT INSTITUTE, founded in 1983, is a mid-sized nonprofit that reported $56.4M in total revenue in fiscal year 2024. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $26.1M, a strong 46% operating margin.

Mission

TO STRENGTHEN AMERICAN INDIAN ECONOMIES TO SUPPORT HEALTHY NATIVE COMMUNITIES.

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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 $51,985,455

Program Service Revenue $251,200

Investment Income $4,045,077

Other Revenue $75,503

TOTAL REVENUE $56,357,235

Expense Breakdown

Grants Paid $16,274,274

Salaries & Benefits $5,778,814

Fundraising Expenses $1,665,585

Program Expenses $26,673,807

Other Expenses $8,165,439

TOTAL EXPENSES $30,218,527

Year-over-Year Comparison

	2024	2023	Change
Revenue	$56,357,235	$36,918,534	+0.5%
Expenses	$30,218,527	$27,871,276	+0.1%
Net Income	$26,138,708	$9,047,258	+1.9%

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

$447,912

Total Directors

$319,833

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BENNY SHENDO JR	CHAIR	2.00	Officer Director	$0	$0	$0
MARGUERITE SMITH	VICE CHAIR	2.00	Officer Director	$0	$0	$0
SUSAN JENKINS	TREASURER	2.00	Officer Director	$0	$0	$0
SHYLA SHEPPARD	SECRETARY	2.00	Officer Director	$0	$0	$0
CHANDRA HAMPSON	DIRECTOR	2.00	Director	$0	$0	$0
GELVIN STEVENSON	DIRECTOR	2.00	Director	$0	$0	$0
VAL SEQREST	DIRECTOR	2.00	Director	$0	$0	$0
JAY CALHOUN	DIRECTOR	2.00	Director	$0	$0	$0
ELIZABETH REES	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL ROBERTS	PRESIDENT	40.00	Officer Director	$300,946	$18,887	$319,833
THALIA MACK	FINANCE OFFI	40.00	Officer	$114,928	$13,151	$128,079
JACQUELINE FRANCKE	COO	40.00	Highest	$180,386	$21,457	$201,843
VENA BRIONES	POLICY RESEA	40.00	Highest	$139,731	$22,544	$162,275
CATHERINE BRYAN	COMMUNICATIO	40.00	Highest	$149,029	$14,236	$163,265
MARY ADELZADEH	SNL DIRECTOR	40.00	Highest	$118,969	$13,132	$132,101
REBECCA TORTES	CA TRIBAL DI	40.00	Highest	$116,464	$12,813	$129,277

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
2025	$56,357,235	$30,218,527	$116,192,648	$26,138,708
2024	$36,918,534	$27,871,276	$87,283,597	$9,047,258
2023	$23,683,824	$21,880,286	$73,818,011	$1,803,538
2022	$42,441,504	$17,541,975	$70,635,759	$24,899,529
2021	$31,792,775	$11,843,779	$51,116,124	$19,948,996
2020	$15,867,191	$10,367,454	$30,207,585	$5,499,737
2019	$19,625,647	$7,578,397	$24,858,044	$12,047,250
2018	$7,743,839	$7,496,713	$12,962,975	$247,126

FIRST NATIONS DEVELOPMENT INSTITUTE