INSTITUTE OF ADVANCED STUDIES

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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

1987

Legal Domicile

Phone

7145386387

Tax Period

2022-01-01 to 2022-12-31

INSTITUTE OF ADVANCED STUDIES, founded in 1987, is a small nonprofit that reported $243K in total revenue in fiscal year 2022. Revenue fell 27% from the prior year — a significant decline worth monitoring.

Mission

EDUCATION AND TRAINING IN HEALTHCARE

Program Service Accomplishments

Program 1

Expenses: $251,573

Working with Therapists in training for licensure as LMFT, LPCC or LCSW during graduate school and after getting credit for hours for a license in counseling therapy under supervised experience.

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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 (2022)

Revenue Breakdown

Contributions & Grants $50,828

Program Service Revenue $192,352

Investment Income $0

Other Revenue $0

TOTAL REVENUE $243,180

Expense Breakdown

Grants Paid $0

Salaries & Benefits $151,290

Fundraising Expenses $0

Program Expenses $251,573

Other Expenses $100,283

TOTAL EXPENSES $251,573

Year-over-Year Comparison

	2022	2021	Change
Revenue	$243,180	$332,613	-0.3%
Expenses	$251,573	$194,361	+0.3%
Net Income	$-8,393	$138,252	-1.1%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
BURTON WINER	President & CEO	Officer Director	$0	$0	$0
ROYCE HUTAIN	Vice President	Officer Director	$0	$0	$0
CHARLES ROWELL	Director	Director	$0	$0	$0
ELAINE COLLINS	Director	Director	$0	$0	$0
GERALDINE SMITH	Director	Director	$0	$0	$0
ROY SMITH	Director	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
2022	$243,180	$251,573	$65,272	$-8,393
2021	$332,613	$194,361	$72,051	$138,252
2020	$269,434	$262,724	$62,250	$6,710
2019	$458,368	$511,342	$63,291	$-52,974
2018	$496,266	$525,853	$66,092	$-29,587