ZOLLIKON INSTITUTE (EIN 852645113) - 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

2020

Legal Domicile

Principal Officer

DEAN TAYLOR

Phone

7179519529

Tax Period

2024-07-01 to 2025-06-30

ZOLLIKON INSTITUTE, founded in 2020, is a small nonprofit in the Education sector that reported $618K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $574K left a modest 7% surplus.

Mission

EQUIPPING INDIVIDUALS WITH STEADFASTNESS OF FAITH, INTEGRITY OF CHARACTER, AND EXCELLENCE OF SKILL FOR A BRAVE, NEW WORLD.

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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 $508,244

Program Service Revenue $110,108

Investment Income $0

Other Revenue $0

TOTAL REVENUE $618,352

Expense Breakdown

Grants Paid $0

Salaries & Benefits $291,556

Fundraising Expenses $0

Program Expenses $564,183

Other Expenses $282,231

TOTAL EXPENSES $573,787

Year-over-Year Comparison

	2024	2023	Change
Revenue	$618,352	$501,491	+0.2%
Expenses	$573,787	$551,097	+0.0%
Net Income	$44,565	$-49,606	-1.9%

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

$15,000

Total Directors

$15,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEAN TAYLOR	PRESIDENT	30.00	Officer Director	$15,000	$0	$15,000
PAUL A MILLER	CHAIR	0.50	Officer Director	$0	$0	$0
MARK MILLER	VICE CHAIR	4.00	Officer Director	$0	$0	$0
ROGER SHROCK	TREASURER	0.50	Officer Director	$0	$0	$0
JIM SMUCKER	SECRETARY	0.50	Officer Director	$0	$0	$0
JOSHUA GOOD	DIRECTOR	0.00	Director	$0	$0	$0
HENRY BLANK	DIRECTOR	0.00	Director	$0	$0	$0
SHERRY MILLER	DIRECTOR	0.00	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	$618,352	$573,787	$903,550	$44,565
2024	$501,491	$551,097	$886,849	$-49,606
2023	$835,177	$445,536	$944,596	$389,641
2022	$251,659	$198,558	$81,704	$53,101
2021	No data	$43,150	$29,710	No data
2020	$72,000	$1,376	$70,624	$70,624

ZOLLIKON INSTITUTE