INSTITUTE FOR MARKET TRANSFORMATION (EIN 943241464) - 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

1996

Legal Domicile

Principal Officer

ALEX DEWS

Phone

2025252883

Tax Period

2024-01-01 to 2024-12-31

INSTITUTE FOR MARKET TRANSFORMATION, founded in 1996, is a community nonprofit in the Environment sector that reported $6.5M in total revenue in fiscal year 2024. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $8.1M exceeded revenue, resulting in a 24% operating deficit.

Mission

IMT WORKS WITH GOVERNMENT, BUSINESS, & COMMUNITY PARTNERS TO IMPROVE BUILDINGS & CREATE JOBS.

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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 $5,029,262

Program Service Revenue $1,372,675

Investment Income $132,861

Other Revenue $2,757

TOTAL REVENUE $6,537,555

Expense Breakdown

Grants Paid $1,293,750

Salaries & Benefits $5,074,827

Fundraising Expenses $220,046

Program Expenses $6,992,673

Other Expenses $1,767,371

TOTAL EXPENSES $8,135,948

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,537,555	$8,826,978	-0.3%
Expenses	$8,135,948	$6,467,857	+0.3%
Net Income	$-1,598,393	$2,359,121	-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

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

$451,320

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANDRA HENRY	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
AKSHAI RAO	BOARD SECRETARY	2.00	Officer Director	$0	$0	$0
BOMEE JUNG	BOARD TREASURER	2.00	Officer Director	$0	$0	$0
ERIC WALKER	BOARD VICE CHAIR	2.00	Officer Director	$0	$0	$0
CARLTON BROWN	BOARD MEMBER	2.00	Director	$0	$0	$0
JULIA GISEWITE	BOARD MEMBER/AUDIT CHAIR	2.00	Director	$0	$0	$0
TAMARA JONES	BOARD MEMBER	2.00	Director	$0	$0	$0
MAUREEN WATERS	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVID GOLDSTEIN	BOARD MEMBER (UNTIL 10/20/2025)	2.00	Director	$0	$0	$0
ALEX DEWS	CEO	35.00	Officer	$211,550	$22,047	$233,597
BETSY LAW	MANAGING DIRECTOR	35.00	Officer	$193,315	$24,408	$217,723
MARLA THALHEIMER	SENIOR DIRECTOR	35.00	Highest	$150,636	$38,557	$189,193
CLIFFORD MAJERSIK	SENIOR ADVISOR	35.00	Highest	$143,649	$37,163	$180,812
LAUREN J MILLER	SENIOR DIRECTOR	35.00	Highest	$155,183	$9,168	$164,351
LINDSEY D FALASCA	DIRECTOR	35.00	Highest	$139,558	$8,889	$148,447
THERESA M BACKHUS	DIRECTOR	35.00	Highest	$132,485	$18,380	$150,865

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	$6,537,555	$8,135,948	$5,394,663	$-1,598,393
2023	$8,826,978	$6,467,857	$6,580,356	$2,359,121
2022	$4,838,446	$6,285,109	$4,499,701	$-1,446,663
2021	$5,620,018	$4,873,828	$5,588,466	$746,190
2020	$3,259,502	$4,417,192	$5,324,068	$-1,157,690
2019	$2,863,240	$4,617,868	$6,200,903	$-1,754,628

INSTITUTE FOR MARKET TRANSFORMATION