INSTITUTE OF AMERICAN INDIAN ARTS TRUST (EIN 850377670) - 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

1989

Legal Domicile

Principal Officer

ROBERT MARTIN DR

Tax Period

2023-10-01 to 2024-09-30

INSTITUTE OF AMERICAN INDIAN ARTS TRUST, founded in 1989, is a community nonprofit in the Education sector that reported $5.6M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $3.9M, a strong 69% operating margin.

Mission

TO SERVE THE GENERAL CHARITABLE PURPOSES AND ACTIVITIES OF ITS RELATED ORGANIZATION: THE INSTITUTE OF AMERICAN INDIAN AND ALASKA NATIVE CULTURE AND ARTS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,696,903

Program Service Revenue $0

Investment Income $3,943,283

Other Revenue $0

TOTAL REVENUE $5,640,186

Expense Breakdown

Grants Paid $1,506,508

Salaries & Benefits $87,673

Fundraising Expenses $0

Program Expenses $1,510,821

Other Expenses $139,679

TOTAL EXPENSES $1,733,860

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,640,186	$6,377,224	-0.1%
Expenses	$1,733,860	$398,556	+3.4%
Net Income	$3,906,326	$5,978,668	-0.3%

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

$429,413

Total Directors

$7,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT MARTIN	PRESIDENT	2.00	Officer	$0	$40,844	$253,890
LAWRENCE MIRABAL	VICE PRESIDENT OPERATIONS	2.00	Officer	$0	$10,248	$173,648
JOANN BALZER	MEMBER AT LARGE	2.00	Director	$0	$0	$1,000
BRENDA KINGERY	TRUSTEE	2.00	Director	$0	$0	$875
BARBARA ELLS	TRUSTEE	2.00	Director	$0	$0	$875
LOREN KIEVE	VICE CHAIR	2.00	Officer Director	$0	$0	$875
C MATTHEW SNIPP	TRUSTEE	2.00	Director	$0	$0	$750
BEVERLY MORRIS	CHAIR	2.00	Officer Director	$0	$0	$625
LAWRENCE ROBERTS II	TRUSTEE	2.00	Director	$0	$0	$500
ANDREA BURGESS	TRUSTEE	2.00	Director	$0	$0	$500
PRINCESS DAAZHRAII JOHNSON	TRUSTEE	2.00	Director	$0	$0	$375
CHARLES GALBRAITH	TREASURER	2.00	Officer Director	$0	$0	$375
BIDTAH BECKER	TRUSTEE	2.00	Director	$0	$0	$250
ROSE SIMPSON	TRUSTEE	2.00	Director	$0	$0	$0
JOHNPAUL JONES	TRUSTEE	2.00	Director	$0	$0	$0
MANUELITO WHEELER	TRUSTEE	2.00	Director	$0	$0	$0
JANE UMPSTED	TRUSTEE	2.00	Director	$0	$0	$0
MADELINE SAYET	SECRETARY	2.00	Officer 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	$5,640,186	$1,733,860	$44,128,610	$3,906,326
2023	$6,377,224	$398,556	$36,404,772	$5,978,668
2022	$5,146,563	$346,791	$28,595,404	$4,799,772
2021	$12,767,279	$257,157	$29,551,951	$12,510,122
2020	$2,683,004	$499,505	$15,005,607	$2,183,499
2019	$941,407	$219,831	$11,989,417	$721,576
2018	$951,416	$373,538	$11,550,916	$577,878

INSTITUTE OF AMERICAN INDIAN ARTS TRUST