The Compact Institute of Ideas

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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

2023

Legal Domicile

Principal Officer

Matthew Schmitz

Phone

9082482328

Tax Period

2023-01-01 to 2023-12-31

The Compact Institute of Ideas, founded in 2023, is a small nonprofit in the Arts, Culture & Humanities sector that reported $200K in total revenue in fiscal year 2023.

Mission

The purpose of The Compact Institute of Ideas is to support exceptional journalism, as exemplified by COMPACT, and to conduct related public educational programs, such as training, mentorship, and sponsoring of journalists and public intellectuals, the production of rigorous, public-minded investigative reporting, the organization of annual or other periodic educational and enrichment programs, conferences and colloquia and the promotion of scholarship regarding the same.

Program Service Accomplishments

Program 1

Critical Dialogue: Critical Dialogues: We have published a series of reviews and essay exploring new cultural trends.

Program 2

Compact Podcast: We have launched Compact Conversations, a podcast taking an in-depth look at the ideas shaping the contemporary world.

Program 3

Project for a New Social-Democratic Consensus: We have hosted important discussions of trade, industrial policy, and labor relations.

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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 (2023)

Revenue Breakdown

Contributions & Grants $200,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $200,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2023	2022	Change
Revenue	$200,000	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	N/A	N/A

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

N/A

Volunteers

N/A

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
Sohrab Ahmari	Treasurer	1.00	Officer Director	$0	$0	$0
Matthew Schmitz	President	1.00	Officer Director	$0	$0	$0
Wilken Yu	Trustee	1.00	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	No data	No data	No data	No data
2023	$200,000	No data	$200,000	No data