EVALUATION AND TRAINING INSTITUTE (EIN 237396648) - 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

1974

Legal Domicile

Principal Officer

JON HOBBS

Phone

3104738367

Tax Period

2023-07-01 to 2024-06-30

EVALUATION AND TRAINING INSTITUTE, founded in 1974, is a small nonprofit in the Education sector that reported $933K in total revenue in fiscal year 2023. Revenue fell 44% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $167K, a strong 18% operating margin.

Mission

PROVIDES PROGRAMS AND EVALUATIONS FOR EDUCATIONAL PROJECTS PRINCIPALLY FOR GOVERNMENTAL AND QUASI-GOVERNMENTAL AGENCIES

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $889,738

Investment Income $42,944

Other Revenue $0

TOTAL REVENUE $932,682

Expense Breakdown

Grants Paid $0

Salaries & Benefits $557,593

Fundraising Expenses $0

Program Expenses $544,712

Other Expenses $208,211

TOTAL EXPENSES $765,804

Year-over-Year Comparison

	2023	2022	Change
Revenue	$932,682	$1,653,823	-0.4%
Expenses	$765,804	$1,037,135	-0.3%
Net Income	$166,878	$616,688	-0.7%

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

$209,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JON HOBBS	President	40.00	Officer	$209,000	$0	$209,000
FRANK HUYBRECHTS	Director	0.00	Director	$0	$0	$0
KAREN BERK	Director	0.00	Director	$0	$0	$0
CLARE ROSE	Director	0.00	Director	$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	No data	No data	No data	No data
2024	$932,682	$765,804	$4,370,974	$166,878
2023	$1,653,823	$1,037,135	$3,848,968	$616,688
2022	$1,226,047	$1,115,017	$3,104,062	$111,030
2021	$1,741,292	$1,144,528	$3,314,564	$596,764
2020	$1,368,395	$1,054,062	$2,434,309	$314,333
2018	$902,604	$750,209	$1,643,672	$152,395

EVALUATION AND TRAINING INSTITUTE