THE MONROE INSTITUTE (EIN 900681223) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

JOEL MCGINLEY

Phone

4343611500

Tax Period

2025-01-01 to 2025-12-31

THE MONROE INSTITUTE, founded in 1985, is a community nonprofit in the Education sector that reported $2.7M in total revenue in fiscal year 2018.

Mission

THE MONROE INSTITUTE IS DEDICATED TO EXPANDING HUMAN POTENTIAL THROUGH EVIDENCE-INFORMED PROGRAMS, TRANSFORMATIVE EXPERIENCES, AND RESEARCH.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $528,205

Program Service Revenue $5,387,368

Investment Income $195,795

Other Revenue $1,583,428

TOTAL REVENUE $7,694,796

Expense Breakdown

Grants Paid $93,762

Salaries & Benefits $3,138,560

Fundraising Expenses $352,577

Program Expenses $6,195,680

Other Expenses $4,063,541

TOTAL EXPENSES $7,295,863

Year-over-Year Comparison

	2025	2024	Change
Revenue	$7,694,796	$5,975,703	+0.3%
Expenses	$7,295,863	$5,650,201	+0.3%
Net Income	$398,933	$325,502	+0.2%

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

$208,377

Total Directors

$208,377

Key Employees

$181,556

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLYN EVANS	PRESIDENT	40.00	Officer Director	$188,332	$20,045	$208,377
ANOOP MENON	DIRECTOR	0.30	Director	$0	$0	$0
FRANK KENNA	TREASURER	0.30	Officer Director	$0	$0	$0
JOEL MCGINLEY	BOARD CHAIR	0.30	Officer Director	$0	$0	$0
KERRY FISHER	DIRECTOR	0.30	Director	$0	$0	$0
LISA SHEA	DIRECTOR	0.30	Director	$0	$0	$0
LUIGI SCIAMBARELLA	SECRETARY	2.00	Officer Director	$0	$0	$0
RACHEL BAGLEY	DIRECTOR	0.30	Director	$0	$0	$0
PAUL CITARELLA	CTO	40.00	Key Emp	$160,690	$20,866	$181,556
JUSTIN HEADLEY	TECH LEAD	40.00	Highest	$159,017	$786	$159,803
MELISSA EWING	UX/UI LEAD	40.00	Highest	$155,302	$8,528	$163,830
NANCY MCLAUGHLIN-WALTER	DIRECTOR OF RESEARCH	40.00	Highest	$113,216	$282	$113,498

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	$7,694,796	$7,295,863	$6,538,658	$398,933
2024	No data	No data	No data	No data
2023	$4,221,775	$5,274,465	$4,047,002	$-1,052,690
2022	$3,940,079	$4,495,696	$4,458,497	$-555,617
2021	$2,356,688	$3,870,116	$4,953,223	$-1,513,428
2020	$3,035,263	$2,203,481	$6,300,323	$831,782
2019	$4,552,691	$2,673,902	$5,502,633	$1,878,789
2019	$4,552,691	$2,673,902	$5,502,633	$1,878,789
2018	$2,692,064	$2,626,408	$3,269,265	$65,656

THE MONROE INSTITUTE