INSTITUTE FOR APPLIED ECOLOGY (EIN 931283716) - 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

1999

Legal Domicile

Principal Officer

KEITH NORRIS

Phone

5417533099

Tax Period

2024-01-01 to 2024-12-31

INSTITUTE FOR APPLIED ECOLOGY, founded in 1999, is a community nonprofit in the Environment sector that reported $6.4M in total revenue in fiscal year 2024.

Mission

CONSERVES NATIVE SPECIES AND HABITATS THROUGH RESTORATIONS, RESEARCH, AND EDUCATION

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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 $6,157,073

Program Service Revenue $66,531

Investment Income $77,291

Other Revenue $66,424

TOTAL REVENUE $6,367,319

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,410,704

Fundraising Expenses $35,824

Program Expenses $5,271,289

Other Expenses $2,251,573

TOTAL EXPENSES $6,662,277

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,367,319	$6,684,486	0.0%
Expenses	$6,662,277	$6,253,007	+0.1%
Net Income	$-294,958	$431,479	-1.7%

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

106

Volunteers

200

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

$172,015

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEITH NORRIS	EXECUTIVE DIRECTOR AS OF 5/20/24	40.00	Officer	$53,194	$62	$53,256
THOMAS KAYE	FORMER EXECUTIVE DIRECTOR	40.00	Officer	$113,001	$5,758	$118,759
JENNIFER BUTLER	DEPUTY DIRECTOR	40.00	Highest	$107,951	$12,301	$120,252
KEN BIERLY	PRESIDENT	2.00	Officer Director	$0	$0	$0
BRANDY HUMPHREYS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JACK HALSEY	TREASURER	2.00	Officer Director	$0	$0	$0
CARY STEPHENS	SECRETARY	2.00	Officer Director	$0	$0	$0
ANNE BRADLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
GRAHAM FRANKE	BOARD MEMBER	1.00	Director	$0	$0	$0
JASON BRADFORD	BOARD MEMBER	1.00	Director	$0	$0	$0
JOHN SAVAGE	BOARD MEMBER	2.00	Director	$0	$0	$0
JUDY LI	BOARD MEMBER	1.00	Director	$0	$0	$0
SHINJI KAWAI	BOARD MEMBER	1.00	Director	$0	$0	$0
SUNIA YANG	BOARD 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
2024	$6,367,319	$6,662,277	$4,469,913	$-294,958
2023	$6,684,486	$6,253,007	$4,069,374	$431,479
2022	$4,923,662	$4,589,213	$3,625,104	$334,449
2021	$4,624,176	$4,210,052	$3,326,897	$414,124
2020	$3,688,619	$3,360,801	$2,479,105	$327,818
2019	$3,763,738	$3,502,092	$2,315,000	$261,646
2018	$2,935,305	$2,771,732	$1,905,723	$163,573

INSTITUTE FOR APPLIED ECOLOGY