TAOIST STUDIES INSTITUTE (EIN 911528828) - 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

1991

Legal Domicile

Principal Officer

Harrison Moretz

Phone

2067845632

Tax Period

2024-09-01 to 2025-08-31

TAOIST STUDIES INSTITUTE, founded in 1991, is a small nonprofit that reported $202K in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $175K left a modest 13% surplus.

Mission

Our Mission: Fostering the Taoist Tradition through Cultivation, Education, and the 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 (2024)

Revenue Breakdown

Contributions & Grants $44,781

Program Service Revenue $156,687

Investment Income $536

Other Revenue $98

TOTAL REVENUE $202,102

Expense Breakdown

Grants Paid $0

Salaries & Benefits $56,227

Fundraising Expenses $0

Program Expenses $175,196

Other Expenses $118,969

TOTAL EXPENSES $175,196

Year-over-Year Comparison

	2024	2023	Change
Revenue	$202,102	$145,871	+0.4%
Expenses	$175,196	$201,386	-0.1%
Net Income	$26,906	$-55,515	-1.5%

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

$15,837

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Harrison Moretz	Director	40	Director	$15,837	$0	$15,837
Richard Brzustowicz	Board Secretary	0	Director	$0	$0	$0
Ron Judd	Board Treasurer	0	Director	$0	$0	$0
Jill Bader	Board Member	0	Director	$0	$0	$0
Yuming Zhu	Board Member	0	Director	$0	$0	$0
Steven Friend	Board Member	0	Director	$0	$0	$0
Robert May	Board Member	0	Director	$0	$0	$0
Daniel Altschuler	Board Member	0	Director	$0	$0	$0
Jason Robertson	Board Vice President	0	Director	$0	$0	$0
Harrison Moretz	Board President	40	Officer	$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	$202,102	$175,196	$1,551,083	$26,906
2024	$145,871	$201,386	$1,485,987	$-55,515
2023	$236,637	$183,352	$1,415,296	$53,285
2022	$156,010	$154,233	$1,329,934	$1,777
2021	$172,669	$159,445	$835,449	$13,224
2001	$222,346	$145,687	$647,725	$76,659

TAOIST STUDIES INSTITUTE