THE EDUCATION & TRAINING INSTITUTE INC (EIN 223665469) - 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

1999

Legal Domicile

Principal Officer

LOUIS KIMMEL

Phone

7322462900

Tax Period

2024-07-01 to 2025-06-30

THE EDUCATION & TRAINING INSTITUTE INC, founded in 1999, is a small nonprofit in the Education sector that reported $979K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $1.1M exceeded revenue, resulting in a 13% operating deficit.

Mission

TO PRODUCE EDUCATIONAL PROGRAMS, PUBLICATIONS, AND RESEARCH ON MATERIALS ON ISSUES RELEVANT TO WORKERS, LABOR ORGANIZATIONS, ASSOCIATIONS AND TO ASSIST WORKERS, THEIR ORGANIZATIONS AND THEIR EMPLOYERS IN DEVELOPING PROGRAMS TO ENHANCE WORKPLACE DEMOCRACY AND SKILL.

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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 $846,581

Program Service Revenue $40,660

Investment Income $9

Other Revenue $91,465

TOTAL REVENUE $978,715

Expense Breakdown

Grants Paid $0

Salaries & Benefits $726,494

Fundraising Expenses $0

Program Expenses $954,388

Other Expenses $384,015

TOTAL EXPENSES $1,110,509

Year-over-Year Comparison

	2024	2023	Change
Revenue	$978,715	$823,235	+0.2%
Expenses	$1,110,509	$981,532	+0.1%
Net Income	$-131,794	$-158,297	-0.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
CATALINA DE SANTIAGO	BOARD MEMBER	Director	$0	$0	$0
BRICIA ARIAS	BOARD MEMBER	Director	$0	$0	$0
JACOBO MORALES	BOARD MEMBER	Director	$0	$0	$0
MERCEDES UMANA	BOARD MEMBER	Director	$0	$0	$0
JUAN JOSE GALARAZA	PRESIDENT	Officer	$0	$0	$0
MONICA MUGURUZA	SECRETARY/TREASURER	Officer	$0	$0	$0

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	$978,715	$1,110,509	$390,719	$-131,794
2024	$823,235	$981,532	$292,979	$-158,297
2023	$723,104	$1,019,861	$446,595	$-296,757
2022	$961,699	$897,523	$744,569	$64,176
2021	$1,077,766	$839,768	$679,392	$237,998
2020	$492,439	$445,653	$508,729	$46,786
2019	$485,310	$494,641	$397,881	$-9,331
2018	$532,053	$485,366	$397,318	$46,687

THE EDUCATION & TRAINING INSTITUTE INC