INTERACTION INSTITUTE (EIN 942928341) - 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

1993

Legal Domicile

Principal Officer

KELLY BATES

Phone

6175357100

Tax Period

2023-01-01 to 2023-12-31

INTERACTION INSTITUTE, founded in 1993, is a community nonprofit that reported $3.0M in total revenue in fiscal year 2023. Expenses of $2.7M left a modest 9% surplus.

Mission

SEE PART III.

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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 $432,783

Program Service Revenue $2,515,356

Investment Income $35,036

Other Revenue $2,864

TOTAL REVENUE $2,986,039

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,141,570

Fundraising Expenses $94,445

Program Expenses $1,727,464

Other Expenses $567,471

TOTAL EXPENSES $2,709,041

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,986,039	$2,879,181	+0.0%
Expenses	$2,709,041	$2,622,726	+0.0%
Net Income	$276,998	$256,455	+0.1%

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

$432,611

Total Directors

$147,171

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY HOSFORD-SWAN	TREASURER	2.00	Officer Director	$0	$0	$0
BARRY ROSEN	BOARD DIRECTOR	2.00	Director	$0	$0	$0
CHRISTIAN PERRY	BOARD DIRECTOR	2.00	Director	$0	$0	$0
DAUNASIA YANCEY	BOARD DIRECTOR	2.00	Director	$0	$0	$0
MELINDA WEEKES-LAIDLOW	BOARD DIRECTOR	2.00	Director	$0	$0	$0
MIRIAM MESSINGER	DIRECTOR OF PRACTICE	40.00	Officer Director	$118,609	$28,562	$147,171
SANJIV RAO	BOARD DIRECTOR	2.00	Director	$0	$0	$0
ZENUB KAKLI	BOARD DIRECTOR	2.00	Director	$0	$0	$0
KELLY BATES	PRESIDENT	40.00	Officer	$157,126	$28,562	$185,688
BAINDU CONTE-HARVEY	DIRECTOR OF FINANCE (THROUGH JUNE)	40.00	Officer	$59,348	$17,327	$76,675
SHATILA SAGO HART	DIRECTOR OF FINANCE (EFFECTIVE OCT)	40.00	Officer	$19,189	$3,888	$23,077
CURTIS OGDEN	SENIOR ASSOCIATE	40.00	Highest	$121,715	$28,562	$150,277
CYNTHIA PARKER	SENIOR ASSOCIATE	40.00	Highest	$123,035	$24,441	$147,476

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	$2,986,039	$2,709,041	$4,658,435	$276,998
2022	$2,879,181	$2,622,726	$4,621,531	$256,455
2021	$4,733,561	$2,639,880	$4,627,027	$2,093,681
2020	$2,639,163	$2,221,766	$2,171,133	$417,397
2019	$3,010,696	$2,880,867	$1,604,837	$129,829
2018	$3,395,951	$2,953,979	$1,450,178	$441,972

INTERACTION INSTITUTE