FINANCIAL ADVISOR TRAINING INSTITUTE (EIN 842218596) - 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

TERRY LINDNER

Phone

3133002277

Tax Period

2025-01-01 to 2025-12-31

FINANCIAL ADVISOR TRAINING INSTITUTE, founded in 2019, is a small nonprofit in the Education sector that reported $926K in total revenue in fiscal year 2025. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $194K, a strong 21% operating margin.

Mission

FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: QUALIFIED FINANCIAL ADVISORS IN THE UNITED STATES BY CREATING A CONSISTENT LEARNING ENVIRONMENT THAT TEACHES PROFESSIONALISM, HIGH ETHICAL STANDARDS, SOPHISTICATED INVESTMENT AND INSURANCE KNOWLEDGE, AND PROPER SALES AND CLIENT INTERACTION SKILLS. THE INSTITUTE WILL TRAIN 250,000 NEW FINANCIAL ADVISORS OVER THE NEXT 15 YEARS. OUR INTENT IS NOT TO SAVE A FOR-PROFIT INDUSTRY BUT RATHER TO KEEP A PROFESSION CRITICAL TO THE FINANCIAL WELL-BEING OF THE U.S. ECONOMY AND THE AMERICAN PUBLIC AT LARGE THRIVING BECAUSE FUTURE GENERATIONS DESERVE SOUND FINANCIAL ADVICE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $926,169

Investment Income $0

Other Revenue $0

TOTAL REVENUE $926,169

Expense Breakdown

Grants Paid $0

Salaries & Benefits $137,031

Fundraising Expenses $0

Program Expenses $557,229

Other Expenses $595,311

TOTAL EXPENSES $732,342

Year-over-Year Comparison

	2025	2024	Change
Revenue	$926,169	$780,543	+0.2%
Expenses	$732,342	$964,607	-0.2%
Net Income	$193,827	$-184,064	-2.1%

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

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

$78,155

Total Directors

$78,155

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERRY LINDNER	President & CEO	50.00	Officer Director	$78,155	$0	$78,155
JOHN OESTREICH	Secretary	0.25	Officer Director	$0	$0	$0
ROBIN WHEELER	Treasurer	0.25	Officer Director	$0	$0	$0
DAVID HENSLEY	Trustee	0.25	Director	$0	$0	$0
JOSHUA ROSS	Trustee	0.25	Director	$0	$0	$0
JOSEPH GODFREY	Trustee	0.25	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	$926,169	$732,342	$243,780	$193,827
2024	$780,543	$964,607	$39,357	$-184,064
2023	$1,008,722	$909,965	$210,813	$98,757
2022	$452,048	$357,984	$132,952	$94,064

FINANCIAL ADVISOR TRAINING INSTITUTE