ALBERT ELLIS INSTITUTE (EIN 136275133) - 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

1959

Legal Domicile

Principal Officer

ED MCGINTY

Phone

2125350822

Tax Period

2020-01-01 to 2020-12-31

ALBERT ELLIS INSTITUTE, founded in 1959, is a community nonprofit in the Mental Health sector that reported $1.1M in total revenue in fiscal year 2020. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $1.4M exceeded revenue, resulting in a 21% operating deficit.

Mission

TO PROVIDE GLOBAL ACCESS TO THE BENEFIT OF RATIONAL, EMOTIVE, AND COGNITIVE BEHAVIORAL THERAPY

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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 (2020)

Revenue Breakdown

Contributions & Grants $39,212

Program Service Revenue $556,932

Investment Income $493,131

Other Revenue $34,835

TOTAL REVENUE $1,124,110

Expense Breakdown

Grants Paid $0

Salaries & Benefits $602,276

Fundraising Expenses $0

Program Expenses $982,942

Other Expenses $762,212

TOTAL EXPENSES $1,364,488

Year-over-Year Comparison

	2020	2019	Change
Revenue	$1,124,110	$1,587,801	-0.3%
Expenses	$1,364,488	$1,453,440	-0.1%
Net Income	$-240,378	$134,361	-2.8%

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

$242,666

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE JOHNSON	PRESIDENT	3.00	Officer Director	$0	$0	$0
SHANNON BROME-WARD	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
ED MCGINTY	TREASURER	3.00	Officer Director	$0	$0	$0
DREW SLABY	FORMER TREASURER	3.00	Officer Director	$0	$0	$0
JAMES J COLANGELO	SECRETARY	3.00	Officer Director	$0	$0	$0
ANN VERNON	TRUSTEE	3.00	Director	$0	$0	$0
FLORENCE CHASIN	TRUSTEE	3.00	Director	$0	$0	$0
JIM MCMAHON	TRUSTEE	3.00	Director	$0	$0	$0
TIMOTHY O'BRIEN	TRUSTEE	3.00	Director	$0	$0	$0
VINCENT J MEHNERT ESQ	TRUSTEE	3.00	Director	$0	$0	$0
KRISTENE A DOYLE	EXECUTIVE DIRECTOR	40.00	Officer	$218,450	$24,216	$242,666

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
2020	$1,124,110	$1,364,488	$15,794,323	$-240,378
2019	$1,587,801	$1,453,440	$15,520,384	$134,361
2018	$1,503,192	$1,522,996	$13,592,106	$-19,804

ALBERT ELLIS INSTITUTE