1065 INSTITUTE INC

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2016

Legal Domicile

Phone

6154405020

Tax Period

2023-01-01 to 2023-12-31

1065 INSTITUTE INC, founded in 2016, is a community nonprofit in the Education sector that reported $1.5M in total revenue in fiscal year 2023. Revenue fell 57% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $657K, a strong 43% operating margin.

Mission

Our mission is to provide educational information and analysis that promotes ideas and actions which further economic opportunity for people communities and society. We will support and promote educational efforts that further economic thought and action as it relates to promoting jobs income advancement wealth creation and general economic well-being.

Program Service Accomplishments

Program 1

Expenses: $375,644 Revenue: $0

RESEARCH AND WRITING FEES TO PRODUCE EDUCATIONAL BOOKS THAT FURTHER THE CHARITABLE PURPOSE OF THE ORGANIZATION.

Program 2

Expenses: $375,644 Revenue: $0

RESEARCH AND WRITING FEES TO PRODUCE ESSAYS AND ARTICLES THAT FURTHER THE CHARITABLE PURPOSE OF THE ORGANIZATION.

Program 3

Expenses: $100,001 Revenue: $0

WEBSITE MAINTENANCE AND UPGRADE TO PROVIDE A WEBSITE THAT CONTAINS MATERIALS AND ESSAYS THAT FURTHER THE CHARITABLE PURPOSE OF THE ORGANIZATION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,259,919

Program Service Revenue $18,464

Investment Income $264,730

Other Revenue $0

TOTAL REVENUE $1,543,113

Expense Breakdown

Grants Paid $0

Salaries & Benefits $501,083

Fundraising Expenses $10,000

Program Expenses $851,289

Other Expenses $375,456

TOTAL EXPENSES $886,539

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,543,113	$3,550,952	-0.6%
Expenses	$886,539	$969,953	-0.1%
Net Income	$656,574	$2,580,999	-0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR ARTHUR B LAFFER	DIRECTOR	1.00	Director	$0	$0	$0
ARTHUR B LAFFER JR	DIRECTOR	5.00	Director	$0	$0	$0
ROY H FICKLING	DIRECTOR	1.00	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
2024	No data	No data	No data	No data
2023	$1,543,113	$886,539	$10,966,483	$656,574
2022	$3,550,952	$969,953	$10,232,977	$2,580,999
2021	$617,533	$360,735	$7,914,708	$256,798
2020	$3,219,317	$363,056	$7,486,493	$2,856,261