THE EFFICACY INSTITUTE INC

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

JEFF HOWARD PH D

Phone

7815476060

Tax Period

2022-07-01 to 2023-06-30

THE EFFICACY INSTITUTE INC, founded in 1985, is a micro nonprofit that reported $98K in total revenue in fiscal year 2022. Expenses of $117K exceeded revenue, resulting in a 19% operating deficit.

Mission

TO RAISE ACADEMIC OUTCOMES AND QUALITY OF LIFE OF CHILDREN IN THE US., ESPECIALLY CHILDREN OF COLOR.

Program Service Accomplishments

Program 1

Expenses: $79,425 Revenue: $97,000

THE EFFICACY PROGRAM CONSISTS OF CONDUCTING SEMINARS FOR STUDENTS, FACULTY AND ADMINISTRATORS OF ALL GRADE LEVELS AND PUBLISHING BOOKS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $97,000

Investment Income $11

Other Revenue $503

TOTAL REVENUE $97,514

Expense Breakdown

Grants Paid $0

Salaries & Benefits $93,972

Fundraising Expenses $0

Program Expenses $79,425

Other Expenses $22,550

TOTAL EXPENSES $116,522

Year-over-Year Comparison

	2022	2021	Change
Revenue	$97,514	$91,348	+0.1%
Expenses	$116,522	$82,107	+0.4%
Net Income	$-19,008	$9,241	-3.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$25,844

Total Directors

$102,469

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF HOWARD PH D	PRESIDENT	4.00	Officer Director	$0	$0	$0
SANDY GILMORE	DIRECTOR	4.00	Director	$74,750	$1,875	$76,625
VIVIAN TEYSSEDOU	CLERK/ CLIEN	8.00	Officer Director	$7,651	$69	$7,720
LINDA BACON	TREASUER/FIN	4.00	Officer Director	$17,788	$336	$18,124

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
2023	$97,514	$116,522	$139,080	$-19,008
2022	$91,348	$82,107	$208,176	$9,241
2020	$198,457	$234,657	$306,593	$-36,200