Thomas More Institute for the Renewal of Teaching and Learning (EIN 822687522) - 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

2019

Legal Domicile

Principal Officer

Dr Don Carlson

Phone

8177134141

Tax Period

2024-01-01 to 2024-12-31

Thomas More Institute for the Renewal of Teaching and Learning, founded in 2019, is a small nonprofit in the Education sector that reported $130K in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $26K, a strong 20% operating margin.

Mission

The Thomas Moore Institute is a company of scholars and teachers who promote teaching and learning in the classical liberal arts and the study of ethical and Christian contexts with which they are historically associated and within which they flourish. The Institute accomplishes these purposes through its sponsorhsip of lectures, classes, seminars and through publications, the maintenance of a library and grants to individuals.

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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 $106,612

Program Service Revenue $0

Investment Income $23,516

Other Revenue $0

TOTAL REVENUE $130,128

Expense Breakdown

Grants Paid $38,000

Salaries & Benefits $0

Fundraising Expenses $18

Program Expenses $77,264

Other Expenses $65,881

TOTAL EXPENSES $103,881

Year-over-Year Comparison

	2024	2023	Change
Revenue	$130,128	$108,175	+0.2%
Expenses	$103,881	$56,042	+0.9%
Net Income	$26,247	$52,133	-0.5%

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

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
Stephen Kennedy	Trustee	0.00	Director	$0	$0	$0
Stephen Shivone	Trustee	0.00	Director	$0	$0	$0
Lois J Kapp	Treasurer	1.00	Officer	$0	$0	$0
Dr Don Carlson	Chairman	1.00	Officer	$0	$0	$0
Ben Mulliken	Secretary	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	$130,128	$103,881	$540,130	$26,247
2023	$108,175	$56,042	$513,882	$52,133
2022	$302,824	$20,502	$461,749	$282,322
2021	$196,017	$16,590	$179,427	$179,427

Thomas More Institute for the Renewal of Teaching and Learning