COOPERATIVE DEVELOPMENT INSTITUTE INC (EIN 043241596) - 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

1994

Legal Domicile

Principal Officer

MATTHEW LEWIS

Phone

4316651271

Tax Period

2024-07-01 to 2025-06-30

COOPERATIVE DEVELOPMENT INSTITUTE INC, founded in 1994, is a community nonprofit in the Community Improvement sector that reported $6.8M in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum. Expenses of $6.4M left a modest 5% surplus.

Mission

DEVELOP AND TRAIN COOPERATIVES.

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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 $4,254,966

Program Service Revenue $2,226,107

Investment Income $30,319

Other Revenue $260,438

TOTAL REVENUE $6,771,830

Expense Breakdown

Grants Paid $53,500

Salaries & Benefits $3,301,196

Fundraising Expenses $4,203

Program Expenses $5,497,363

Other Expenses $3,068,478

TOTAL EXPENSES $6,423,174

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,771,830	$4,404,987	+0.5%
Expenses	$6,423,174	$4,371,079	+0.5%
Net Income	$348,656	$33,908	+9.3%

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

$212,282

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBORAH WINIEWICZ	CHAIR (AS OF 06/25)	2.00	Officer Director	$0	$0	$0
CAROLYN EDSELL-VETTER	CHAIR (UNTIL 06/25), DIRECTOR	2.00	Officer Director	$0	$0	$0
MATTHEW LEWIS	TREASURER	2.00	Officer Director	$0	$0	$0
CARLOS TEUSCHER	VICE CHAIR & CLERK	2.00	Officer Director	$0	$0	$0
CHRISTIAN CERVANTES	DIRECTOR	2.00	Director	$0	$0	$0
GILLIAN O'FLAHERTY	DIRECTOR	2.00	Director	$0	$0	$0
PATRICK HARRIS	DIRECTOR	2.00	Director	$0	$0	$0
HEATHER HOLLAND	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTOPHER ILLUM	DIRECTOR	2.00	Director	$0	$0	$0
JOSEPH WENDOVER	DIRECTOR	2.00	Director	$0	$0	$0
HEINY MALDONADO	DIRECTOR (UNTIL 11/24)	2.00	Director	$0	$0	$0
NICK CLARK	DIRECTOR (UNTIL 11/24)	2.00	Director	$0	$0	$0
BRITTANY HENDERSON	DIRECTOR (UNTIL 08/24)	2.00	Director	$0	$0	$0
PAMELA ZAGORSKI	EXECUTIVE DIRECTOR	40.00	Officer	$94,972	$10,422	$105,394
ALYSON FREDERICK	FINANCE DIRECTOR	40.00	Officer	$87,158	$19,730	$106,888

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
2025	$6,771,830	$6,423,174	$3,381,190	$348,656
2024	No data	No data	No data	No data
2023	$3,738,343	$4,455,490	$3,663,324	$-717,147
2022	$4,954,779	$3,168,154	$3,414,721	$1,786,625
2022	$4,954,779	$3,197,104	$3,386,271	$1,757,675
2021	$3,716,521	$3,253,679	$1,759,590	$462,842
2020	$2,414,161	$2,485,544	$1,115,513	$-71,383
2019	$2,338,995	$2,094,953	$1,151,916	$244,042

COOPERATIVE DEVELOPMENT INSTITUTE INC