MASS INSIGHT EDUCATION AND RESEARCH INSTITUTE INC (EIN 043369687) - 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

1997

Legal Domicile

Principal Officer

ANGELA DELBROCCO

Phone

8573155243

Tax Period

2024-07-01 to 2025-06-30

MASS INSIGHT EDUCATION AND RESEARCH INSTITUTE INC, founded in 1997, is a community nonprofit in the Health Care sector that reported $7.6M in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $7.2M left a modest 5% surplus.

Mission

TO PROVIDE LEADERSHIP IN CLOSING THE ACHIEVEMENT AND OPPORTUNITY GAPS FOR UNDERSERVED STUDENTS BY FOCUSING ON SYSTEM TRANSFORMATION AND STUDENT ACADEMIC SUCCESS.

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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 $2,673,086

Program Service Revenue $4,880,782

Investment Income $6,955

Other Revenue $0

TOTAL REVENUE $7,560,823

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,768,272

Fundraising Expenses $425,904

Program Expenses $4,786,439

Other Expenses $1,414,564

TOTAL EXPENSES $7,182,836

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,560,823	$9,247,699	-0.2%
Expenses	$7,182,836	$10,154,359	-0.3%
Net Income	$377,987	$-906,660	-1.4%

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

$648,138

Total Directors

$437,525

Key Employees

$547,811

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN LUSI	FORMER PRESIDENT AND CEO	40.00	Officer Director	$145,465	$5,425	$150,890
RAOLAT ABDULAI	DIRECTOR	1.00	Director	$0	$0	$0
ERIN GROGAN	DIRECTOR	1.00	Director	$0	$0	$0
FRANCIS KELLY	DIRECTOR	1.00	Director	$0	$0	$0
JILL NORTON	DIRECTOR	1.00	Director	$0	$0	$0
KAMAU HIXON	DIRECTOR	1.00	Director	$0	$0	$0
ANIL KHURANA	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY ELLISON-TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
PAULA NASSIF	DIRECTOR/CLERK	1.00	Officer Director	$0	$0	$0
ALIA MCCANTS	CHAIR	1.00	Officer Director	$0	$0	$0
ANDREA WOLFE	PRESIDENT AND CEO	40.00	Officer Director	$268,269	$18,366	$286,635
CECILIA M FREROTTE	DIRECTOR/TREASURER	1.00	Officer Director	$0	$0	$0
MARGERY L PIERCEY	CFO/COO	32.00	Officer	$182,352	$28,261	$210,613
LESLIE CAROL CHANG	CHIEF OF STAFF	40.00	Key Emp	$244,806	$16,683	$261,489
MICHELLE MERCADO	CHIEF PROGRAM OFFICER	40.00	Key Emp	$244,508	$41,814	$286,322
JOHN R SCHNEIDER	MNG DIR OF POLICY/ADVOCACY	32.00	Highest	$166,702	$26,671	$193,373
JENNA BULLOCK	MNG DIR OF SCHOOL IMPROVEM	40.00	Highest	$178,347	$17,858	$196,205
KATHERINE ZOBNIW	DIRECTOR OF HUMAN SERVICES	40.00	Highest	$138,756	$17,789	$156,545
MARIA CAROLINA BUITRAGO	DIRECTOR OF PROGRAM & STRATEGY	40.00	Highest	$143,638	$5,723	$149,361
MARIE KUNTHARA	ENGAGEMENT DIRECTOR	40.00	Highest	$138,341	$16,617	$154,958

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	$7,560,823	$7,182,836	$1,986,796	$377,987
2024	$9,247,699	$10,154,359	$1,794,800	$-906,660
2023	$11,208,796	$12,437,091	$3,071,241	$-1,228,295
2022	$10,520,737	$10,649,482	$4,863,947	$-128,745
2021	$8,054,719	$6,334,298	$5,486,709	$1,720,421
2020	$7,652,856	$7,087,168	$3,372,006	$565,688
2019	$7,002,408	$6,966,664	$2,796,218	$35,744
2018	$7,036,336	$7,083,528	$2,818,430	$-47,192

MASS INSIGHT EDUCATION AND RESEARCH INSTITUTE INC