INSTITUTE FOR THE FUTURE (EIN 952540449) - 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

1968

Legal Domicile

Principal Officer

MARINA GORBIS

Phone

6508546322

Tax Period

2024-01-01 to 2024-12-31

INSTITUTE FOR THE FUTURE, founded in 1968, is a community nonprofit in the Education sector that reported $8.9M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year.

Mission

IFTF PROVIDES EDUCATION AND FORESIGHT RESEARCH FOR ORGANIZATIONS, LEADERS AND THE PUBLIC.

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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 $19,805

Program Service Revenue $8,816,285

Investment Income $5,415

Other Revenue $68,303

TOTAL REVENUE $8,909,808

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,979,072

Fundraising Expenses $21,958

Program Expenses $8,414,028

Other Expenses $3,453,235

TOTAL EXPENSES $9,432,307

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,909,808	$9,475,450	-0.1%
Expenses	$9,432,307	$11,411,584	-0.2%
Net Income	$-522,499	$-1,936,134	-0.7%

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

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

$1,484,198

Total Directors

$844,449

Key Employees

$262,987

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARINA GORBIS	EXECUTIVE DIRECTOR	40.00	Officer Director	$218,930	$59,117	$278,047
JEAN HAGAN	EXECUTIVE PRODUCER	40.00	Officer Director	$226,970	$71,513	$298,483
LYN JEFFERY	RESEARCH DIRECTOR	40.00	Officer Director	$230,821	$37,098	$267,919
STEVE MILOVICH	BOARD CHAIR	1.30	Officer Director	$0	$0	$0
BERIT ASHLA	INDEPENDENT TRUSTEE	1.30	Director	$0	$0	$0
KAREN EDWARDS	INDEPENDENT TRUSTEE	1.30	Director	$0	$0	$0
MARIANNE JACKSON	INDEPENDENT TRUSTEE	1.30	Director	$0	$0	$0
LAWRENCE WILKINSON	INDEPENDENT TRUSTEE	1.30	Director	$0	$0	$0
ART TAYLOR	INDEPENDENT TRUSTEE	1.30	Director	$0	$0	$0
RODRIGO FALCON	RESEARCH DIRECTOR	40.00	Officer	$228,593	$37,619	$266,212
DYLAN HENDRICKS	RESEARCH DIRECTOR	40.00	Officer	$156,694	$19,333	$176,027
KATIE FULLER	DIRECTOR OF FINANCE & ADMINISTRATION	40.00	Officer	$153,824	$43,686	$197,510
RACHEL HATCH	CHIEF OPERATING OFFICER	40.00	Key Emp	$204,955	$58,032	$262,987
ROBERT JOHANSEN	DISTINGUISHED FELLOW	40.00	Highest	$190,551	$52,475	$243,026
JANE MCGONIGAL	RESEARCH DIRECTOR	40.00	Highest	$171,501	$41,978	$213,479
TOSHI HOO	RESEARCH DIRECTOR	40.00	Highest	$158,070	$34,731	$192,801
RACHEL MAGUIRE	RESEARCH DIRECTOR	40.00	Highest	$150,173	$32,293	$182,466
JAKE DUNAGAN	RESEARCH DIRECTOR	40.00	Highest	$148,686	$54,373	$203,059

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	$8,909,808	$9,432,307	$5,292,121	$-522,499
2023	$9,475,450	$11,411,584	$5,244,875	$-1,936,134
2022	$13,331,270	$12,764,903	$8,524,539	$566,367
2021	$14,239,917	$11,218,774	$9,175,990	$3,021,143
2020	$9,253,788	$11,150,818	$4,385,199	$-1,897,030
2019	$13,400,553	$13,357,110	$5,419,071	$43,443
2019	$13,400,553	$13,357,109	$5,374,719	$43,444
2018	$13,915,306	$13,751,088	$5,200,486	$164,218

INSTITUTE FOR THE FUTURE