NATIONAL INSTITUTE FOR SOCIAL IMPACT (EIN 742766022) - 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

1990

Legal Domicile

Principal Officer

JONATHAN LIEBERT

Phone

7193891083

Tax Period

2022-01-01 to 2022-12-31

NATIONAL INSTITUTE FOR SOCIAL IMPACT, founded in 1990, is a small nonprofit that reported $136K in total revenue in fiscal year 2022. Revenue fell 45% from the prior year — a significant decline worth monitoring. Net assets of $372K represent 33 months of operating reserves.

Mission

TO EDUCATE CONSUMERS AND BUSINESSES ON SOCIAL IMPACT ORGANIZATIONS THAT MAKE UP THE FOURTH SECTOR OF THE ECONOMY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $6,532

Program Service Revenue $44,930

Investment Income $0

Other Revenue $84,802

TOTAL REVENUE $136,264

Expense Breakdown

Grants Paid $0

Salaries & Benefits $663

Fundraising Expenses $0

Program Expenses $26,463

Other Expenses $132,608

TOTAL EXPENSES $133,271

Year-over-Year Comparison

	2022	2021	Change
Revenue	$136,264	$245,553	-0.4%
Expenses	$133,271	$244,240	-0.5%
Net Income	$2,993	$1,313	+1.3%

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

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
KATRINA MILLER-STEVENS PHD	CHAIR	0.29	Officer Director	$0	$0	$0
TERRY ANDERSON	DIRECTOR- PA	0.29	Officer Director	$0	$0	$0
TED MOSSMAN II	TREASURER	0.29	Officer Director	$0	$0	$0
DENNIS NATALI PHD	SECRETARY	0.29	Officer Director	$0	$0	$0
SHAWN GULLIXSON	DIRECTOR	0.29	Director	$0	$0	$0
JEREMY SHIRLEY	DIRECTOR	0.29	Director	$0	$0	$0
COL BOB MCLAUGHLIN	DIRECTOR	0.29	Director	$0	$0	$0
GUANYI YANG	DIRECTOR	0.29	Director	$0	$0	$0
JONATHAN LIEBERT	CEO	3.00	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
2022	$136,264	$133,271	$392,420	$2,993
2021	$245,553	$244,240	$387,496	$1,313
2020	$242,372	$260,593	$409,457	$-18,221
2019	$177,123	$181,916	$408,002	$-4,793
2018	$137,194	$166,166	$427,798	$-28,972

NATIONAL INSTITUTE FOR SOCIAL IMPACT