IDEOS INSTITUTE (EIN 862961014) - 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

2021

Legal Domicile

Principal Officer

CHRISTY VINES

Phone

3104292902

Tax Period

2022-01-01 to 2022-12-31

IDEOS INSTITUTE, founded in 2021, is a small nonprofit in the Human Services sector that reported $352K in total revenue in fiscal year 2022. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $168K, a strong 48% operating margin.

Mission

THE ORGANIZATION WORK IS TO BUILD EMPATHIC LEADERS EQUIPPED AND INSPIRED TO BUILD CULTURES OF EMPATHY AND PLAY A LEADING ROLE IN THE CREATION OF REDEMPTIVE SOLUTIONS WITH OTHERS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $334,484

Program Service Revenue $16,042

Investment Income $0

Other Revenue $1,062

TOTAL REVENUE $351,588

Expense Breakdown

Grants Paid $0

Salaries & Benefits $93,850

Fundraising Expenses $12,260

Program Expenses $83,506

Other Expenses $89,899

TOTAL EXPENSES $183,749

Year-over-Year Comparison

	2022	2021	Change
Revenue	$351,588	$291,720	+0.2%
Expenses	$183,749	$274,312	-0.3%
Net Income	$167,839	$17,408	+8.6%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL SULLIVAN	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
DENISE GITSHAM	VICE CHAIR	5.00	Officer Director	$0	$0	$0
JASON REESE	TREASURER	5.00	Officer Director	$0	$0	$0
JENNIFER PELLING	MEMBER	2.00	Director	$0	$0	$0
TOM STEPHEN	MEMBER	2.00	Director	$0	$0	$0
ROSEMARY CAMPBELL	MEMBER	2.00	Director	$0	$0	$0
MARGARET HUGHES PHD	MEMBER	2.00	Director	$0	$0	$0
MELISSA JOHNSON	MEMBER	2.00	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
2022	$351,588	$183,749	$219,867	$167,839
2021	$291,720	$274,312	$84,127	$17,408

IDEOS INSTITUTE