FINANCIAL ADVISOR TRAINING INSTITUTE

EIN: 842218596 501(c)(3) Education

BLOOMFIELD HILLS, MI

Total Revenue
$926,169
Total Expenses
$732,342
Total Assets
$243,780
Net Assets
$90,257
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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
MI
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

THE FINANCIAL ADVISOR TRAINING INSTITUTE'S FATI MISSION IS TO RESTOCK A DEPLETING TALENT POOL OF QUALIFIED FINANCIAL ADVISORS IN THE RETAIL INVESTMENT SERVICES COMMUNINTY IN THE UNITED STATES BY CREATING A CONSISTENT LEARNING ENVIRONMENT THAT TEACHES PROFESSIONALISM, HIGH ETHICAL STANDARDS, SOPHISTICATED INVESTMENT AND

Program Service Accomplishments

Program 1
Expenses: $557,229 Revenue: $926,169

FINANCIAL ADVISOR TRAINING PROGRAM

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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%)

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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

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Governance

Voting Members
6
Independent Members
4
Employees
2
Volunteers
4

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
3
$78,155
Total Directors
6
$78,155
Key Employees
0
$0
Highest Compensated
0
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
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