AMERICAN INSTITUTE OF MATHEMATICS (EIN 943205114) - 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

1994

Legal Domicile

Principal Officer

STEPHEN SORENSON

Phone

6263958522

Tax Period

2024-01-01 to 2024-12-31

AMERICAN INSTITUTE OF MATHEMATICS, founded in 1994, is a community nonprofit that reported $5.3M in total revenue in fiscal year 2024.

Mission

THE INSTITUTE WAS FOUNDED WITH THE PRIMARY GOAL OF IDENTIFYING AND SOLVING IMPORTANT MATHEMATICAL PROBLEMS.

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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 $5,038,357

Program Service Revenue $2,331

Investment Income $55,601

Other Revenue $199,406

TOTAL REVENUE $5,295,695

Expense Breakdown

Grants Paid $25,500

Salaries & Benefits $2,303,313

Fundraising Expenses $0

Program Expenses $4,125,980

Other Expenses $3,318,424

TOTAL EXPENSES $5,647,237

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,295,695	$5,442,562	0.0%
Expenses	$5,647,237	$5,420,834	+0.0%
Net Income	$-351,542	$21,728	-17.2%

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

100

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

$1,105,353

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN BRIAN CONREY	Executive Direc	40.00	Officer	$303,890	$24,540	$328,430
MICHELLE MANES	DEPUTY DIRECTOR	40.00	Officer	$214,339	$18,253	$232,592
DAVID FARMER	DIR OF PROGRAMS	40.00	Officer	$203,303	$12,348	$215,651
HANNAH BRODIE	FINANCE DIR	40.00	Officer	$147,302	$18,345	$165,647
BRIANNA DONALDSON	PROGRAM DIR	40.00	Officer	$148,852	$14,181	$163,033
STEPHEN SORENSON	President	1.00	Officer Director	$0	$0	$0
HARRY SAAL	Director	1.00	Director	$0	$0	$0
JOHN FRY	Secretary	1.00	Officer Director	$0	$0	$0
GUNNAR CARLSSON	Director	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	$5,295,695	$5,647,237	$2,953,726	$-351,542
2023	$5,442,562	$5,420,834	$3,294,353	$21,728
2022	$4,174,192	$4,168,496	$3,130,000	$5,696
2021	$3,512,776	$3,502,164	$3,193,735	$10,612
2020	$3,738,368	$3,942,945	$3,155,921	$-204,577
2019	$6,184,718	$4,784,052	$3,147,199	$1,400,666
2018	$4,625,080	$4,023,084	$1,717,382	$601,996

AMERICAN INSTITUTE OF MATHEMATICS