Institute for Eastwest Studies Inc
Nonprofit profile at a glance
- EIN
- 133091844
- IRS 990 coverage
- 2017–2020
- Forms available
- Form 990 2020
- Location
- Oakland, CA, USA
- Phone
- 2128244100
- Rating
- 51
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- International Development
Reported finances
- Revenue
- $776,367
- Expenses
- $865,822
- Assets
- $0
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2020. Amounts in USD.
Leadership & pay
40 people listed
Executive titles in this filing
- BRUCE MCCONNELL (PRESIDENT AND CEO)
- WILLIAM J PARKER III (PRESIDENT AND CEO (THRU 7/20))
Highest reported compensation
- BRUCE MCCONNELL (PRESIDENT AND CEO): $403,540 total reported compensation
- WILLIAM J PARKER III (PRESIDENT AND CEO (THRU 7/20)): $371,665 total reported compensation
- Ingo Dean THRU 121 (Director, IT): $217,287 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2020. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
See schedule o
What it reported doing in 2020
Networking & communications - see schedule o
Operating model
- Revenue model
- Donor-supported. 73% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
MIXED - Most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 34
- Transparency & Controls: 57
- Accountability: 98
- Sustainability: 6
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 29%; rating input score 29
- Program expense ratio: 20.4%; rating input score 20
- Fundraising efficiency: $1,894.88 raised per $1 spent on fundraising; rating input score 98; 98th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: 4 of 6 controls in place; rating input score 67
- Compensation committee: Pass
- Independent consultant: Missing
- Other Form 990s reviewed: Pass
- Written employment contract: Missing
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Scored; rating input score 0
- Grant itemization coverage: Scored; rating input score 0
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 97%; rating input score 97; 26th percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -11.5%; rating input score 12; 12th percentile among comparable filings
- Total-asset coverage ratio: 0; rating input score 0; 0th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 187.3%; rating input score 0; 0th percentile among comparable filings
Growth
- Program expense growth: -48.8% per year; rating input score 0; 1st percentile among comparable filings
- Revenue growth: -44.1% per year; rating input score 0; 1st percentile among comparable filings
- Asset growth: -68.3% per year; rating input score 0; 0th percentile among comparable filings
Details
- Where the money goes: 29% of revenue deployed · 20.4% of spending went to programs
- Governance: 32 of 33 board members independent · 9 of 9 filing controls reported
- Programs: 3 filed program accomplishments · $177K in reported program spending
- Leadership: top reported pay $404K · 40 people listed · 4 of 6 pay-setting controls reported
- Consistency: 27 of 27 current checks pass
- Schedules: 8 filed schedules · includes major donors, foreign activity, and executive pay
- Filing history: 4 filing years from 2017 to 2020
- Contacts: How to reach this organization
- Money network: 7 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 29/100.
- High — Financial Efficiency: Program expense ratio scored 20/100.
- High — Transparency & Controls: Foreign activity oversight scored 0/100.
- High — Transparency & Controls: Grant itemization coverage scored 0/100.
- High — Sustainability: Operating margin scored 12/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 0/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Officer compensation ratio scored 0/100.