THE APEX INSTITUTE FORMERLY THE INSTITUTE FOR CIVIL (EIN 820973575) - Form 990 Financial Analysis & Trantor Score

🔒

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

2017

Legal Domicile

Principal Officer

A C WHARTON JR

Phone

9015260592

Tax Period

2020-01-01 to 2020-12-31

THE APEX INSTITUTE FORMERLY THE INSTITUTE FOR CIVIL, founded in 2017, is a micro nonprofit that reported $19K in total revenue in fiscal year 2020. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $19K left a modest 3% surplus.

Mission

TO SUPPORT COLLEGE STUDENTS IN DEVELOPING CIVIC LEADERSHIP SKILLS, AND EDUCATING PEOPLE IN THE MEMPHIS REGION ABOUT BOTH HISTORICAL AND CONTEMPORARY TOPICS THROUGH SCHOLARLY RESEARCH AND REPORTING.

🔒

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 (2020)

Revenue Breakdown

Contributions & Grants $19,400

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $19,400

Expense Breakdown

Grants Paid $9,848

Salaries & Benefits $2,764

Fundraising Expenses $0

Program Expenses $12,860

Other Expenses $6,167

TOTAL EXPENSES $18,779

Year-over-Year Comparison

	2020	2019	Change
Revenue	$19,400	$29,655	-0.3%
Expenses	$18,779	$234,384	-0.9%
Net Income	$621	$-204,729	-1.0%

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

N/A

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
A C WHARTON JR	PRESIDENT	0.50	Officer Director	$0	$0	$0
LOIS RIESLING	SECRETARY	0.50	Officer Director	$0	$0	$0
ANTHONY C SIRACUSA	TREASURER, V	0.50	Officer Director	$0	$0	$0
ETHELE HILLIARD	INTERIM EXEC	45.00	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
2020	$19,400	$18,779	$5,343	$621
2019	$29,655	$234,384	$4,722	$-204,729

THE APEX INSTITUTE FORMERLY THE INSTITUTE FOR CIVIL