INDUSTRY INITIATIVES FOR SCIENCE AND MATH EDUCATION (EIN 770143865) - 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

1985

Legal Domicile

Principal Officer

Patrick Beatty

Phone

4085532267

Tax Period

2024-06-01 to 2025-05-31

INDUSTRY INITIATIVES FOR SCIENCE AND MATH EDUCATION, founded in 1985, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year.

Mission

To empower educators with industry connections so they can create cutting-edge curriculum that transforms their students career trajectories

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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 $820,743

Program Service Revenue $295,840

Investment Income $66,428

Other Revenue $2

TOTAL REVENUE $1,183,013

Expense Breakdown

Grants Paid $174,415

Salaries & Benefits $807,256

Fundraising Expenses $46,555

Program Expenses $1,154,630

Other Expenses $311,990

TOTAL EXPENSES $1,293,661

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,183,013	$1,309,113	-0.1%
Expenses	$1,293,661	$1,148,527	+0.1%
Net Income	$-110,648	$160,586	-1.7%

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

110

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

$314,811

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Emily Dilger	Executive Director	40.00	Key Emp	$190,000	$9,345	$199,345
Keegan Evans	Director	2.00	Director	$0	$0	$0
Patrick Beatty	President - To 12312024	3.00	Officer Director	$0	$0	$0
Anne Hausler	Secretary	4.00	Officer Director	$0	$0	$0
Karina Chavarria	Director	2.00	Director	$0	$0	$0
Meghan Strazicich	Director of	40.00	Key Emp	$106,700	$8,766	$115,466
Eric Hards	President - From 01012025	3.00	Officer Director	$0	$0	$0
Todd Whitkemper	Director	2.00	Director	$0	$0	$0
Jonathan Ho	Treasurer	3.00	Officer Director	$0	$0	$0
Christine Moon	Director	2.00	Director	$0	$0	$0
Cecilia Martinez Sandoval	Director	2.00	Director	$0	$0	$0
Ronnie Versher Jr	Director	2.00	Director	$0	$0	$0
Anissa Kalinowski	Director	2.00	Director	$0	$0	$0
Shari Liss	Vice-President	2.00	Officer Director	$0	$0	$0
Terrence Lim	Director	2.00	Director	$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
2025	$1,183,013	$1,293,661	$1,691,942	$-110,648
2024	$1,309,113	$1,148,527	$1,749,461	$160,586
2023	$1,556,593	$1,218,061	$1,460,267	$338,532
2022	$942,282	$1,216,282	$1,220,859	$-274,000
2021	$450,123	$1,162,562	$1,589,130	$-712,439

INDUSTRY INITIATIVES FOR SCIENCE AND MATH EDUCATION