THE ENTREPRENEURSHIP INSTITUTE (EIN 310881704) - 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

1976

Legal Domicile

Principal Officer

Jan Wm Zupnick

Phone

6149341540

Tax Period

2023-01-01 to 2023-12-31

THE ENTREPRENEURSHIP INSTITUTE, founded in 1976, is a small nonprofit that reported $389K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion.

Mission

PROVIDE INFORMATION EDUCATIONAL PROGRAMS AND RESOURCE IDENTIFICATION TO LEADERS OF SMALL AND MINORITY BUSINESSES IN AN EFFORT TO CREATE JOBS IN THE COMMUNITY.

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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 $317,107

Program Service Revenue $52,994

Investment Income $19,203

Other Revenue $0

TOTAL REVENUE $389,304

Expense Breakdown

Grants Paid $0

Salaries & Benefits $273,718

Fundraising Expenses $0

Program Expenses $273,809

Other Expenses $146,402

TOTAL EXPENSES $420,120

Year-over-Year Comparison

	2023	2022	Change
Revenue	$389,304	$354,222	+0.1%
Expenses	$420,120	$414,221	+0.0%
Net Income	$-30,816	$-59,999	-0.5%

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

$84,317

Total Directors

$84,317

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jim Vaive	Trustee	1.00	Director	$0	$0	$0
Jay Yentis	Trustee	1.00	Director	$0	$0	$0
Daniel Zupnick	Trustee	1.00	Director	$0	$0	$0
Jan Wm Zupnick	Trustee President Chmn	32.00	Officer Director	$51,000	$9,917	$60,917
James Litzinger	Trustee Secretary Treasurer	8.00	Officer Director	$23,400	$0	$23,400

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
2024	No data	No data	No data	No data
2023	$389,304	$420,120	$417,374	$-30,816
2022	$354,222	$414,221	$509,730	$-59,999
2021	$379,911	$349,704	$319,612	$30,207
2021	$379,911	$258,426	$440,485	$121,485
2020	$378,062	$314,910	$342,544	$63,152
2020	$378,062	$344,505	$312,949	$33,557

THE ENTREPRENEURSHIP INSTITUTE