Institute for Research and Evaluation (EIN 742408636) - 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

1986

Legal Domicile

Principal Officer

Stan E Weed

Phone

8015209397

Tax Period

2024-01-01 to 2024-12-31

Institute for Research and Evaluation, founded in 1986, is a micro nonprofit in the Youth Development sector that reported $34K in total revenue in fiscal year 2024. Revenue surged 84% from the prior year, signaling strong growth momentum. Expenses of $53K exceeded revenue, resulting in a 55% operating deficit.

Mission

Conduct basic and applied scientific research in the social, behavioral, health, and public policy sciences. Research focuses on social problems of adolescents & activities to alleviate such problems.

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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 $0

Program Service Revenue $33,859

Investment Income $0

Other Revenue $0

TOTAL REVENUE $33,859

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,614

Fundraising Expenses $0

Program Expenses $52,626

Other Expenses $43,012

TOTAL EXPENSES $52,626

Year-over-Year Comparison

	2024	2023	Change
Revenue	$33,859	$18,386	+0.8%
Expenses	$52,626	$82,103	-0.4%
Net Income	$-18,767	$-63,717	-0.7%

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

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

$6,000

Total Directors

$6,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stan Weed	Director	20.00	Officer Director	$6,000	$0	$6,000
Maryanne Weed	Sec/Treasurer	1.00	Officer	$0	$0	$0
Dave Andrews	Officer	2.00	Officer	$0	$0	$0
Joseph Olsen	Officer	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	$33,859	$52,626	$21,221	$-18,767
2023	$18,386	$82,103	$31,649	$-63,717
2022	$42,266	$88,406	$87,492	$-46,140
2021	$107,650	$96,642	$139,476	$11,008
2020	$125,288	$86,910	$177,167	$38,378
2020	$79,099	$95,977	$158,644	$-16,878
2019	$115,199	$98,097	$175,994	$17,102
2018	$124,838	$110,448	$121,744	$14,390

Institute for Research and Evaluation