Erikson Institute (EIN 362593545) - 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

1966

Legal Domicile

Phone

3127552250

Tax Period

2024-07-01 to 2025-06-30

Erikson Institute, founded in 1966, is a mid-sized nonprofit in the Education sector that reported $23.6M in total revenue in fiscal year 2017. Revenue fell 26% from the prior year — a significant decline worth monitoring. Net assets of $50.8M represent 26 months of operating reserves.

Mission

Erikson Institute is the premier independent institution of higher education committed to ensuring that all children have equitable opportunities to reach their potential.

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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 $25,440,313

Program Service Revenue $6,383,590

Investment Income $1,747,475

Other Revenue $-149,239

TOTAL REVENUE $33,422,139

Expense Breakdown

Grants Paid $2,752,022

Salaries & Benefits $18,647,342

Fundraising Expenses $1,268,087

Program Expenses $21,933,118

Other Expenses $9,221,775

TOTAL EXPENSES $30,674,126

Year-over-Year Comparison

	2024	2023	Change
Revenue	$33,422,139	$22,748,864	+0.5%
Expenses	$30,674,126	$30,537,287	+0.0%
Net Income	$2,748,013	$-7,788,423	-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

258

Volunteers

199

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

$892,333

Total Directors

$3,028

Key Employees

$898,845

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Eric Adelstein	Board Chair	3.0	Officer Director	$0	$0	$0
Lewis S Ingall	Treasurer	3.0	Officer Director	$0	$0	$0
Susan Stone	Vice-Chair	3.0	Officer Director	$0	$0	$0
A Kyle Mack	Trustee	1.0	Director	$0	$0	$0
Barbara T Bowman	Trustee	5.0	Director	$3,028	$0	$3,028
Cari B Sacks	Trustee	1.0	Director	$0	$0	$0
Carol D Lee	Trustee	1.0	Director	$0	$0	$0
Catherine M Adduci	Trustee	1.0	Director	$0	$0	$0
Charles R Middleton	Trustee	1.0	Director	$0	$0	$0
Deana Spencer	Trustee	1.0	Director	$0	$0	$0
Diane Goldstick Meagher	Trustee	1.0	Director	$0	$0	$0
Dianne Wasieleski	Trustee	1.0	Director	$0	$0	$0
Elenne Song	Trustee	1.0	Director	$0	$0	$0
Eve M Tyree	Trustee	1.0	Director	$0	$0	$0
Frank Gettridge	Trustee	1.0	Director	$0	$0	$0
Ikram Goldman	Trustee	1.0	Director	$0	$0	$0
Jenni Sorenson	Trustee	1.0	Director	$0	$0	$0
Jose Cerda III	Trustee	1.0	Director	$0	$0	$0
Joy Segal	Trustee	1.0	Director	$0	$0	$0
Judy McCaskey	Trustee	1.0	Director	$0	$0	$0
Kate Neisser	Trustee	1.0	Director	$0	$0	$0
Kathy Richland Pick	Trustee	1.0	Director	$0	$0	$0
Lori Laser	Trustee	1.0	Director	$0	$0	$0
Marjorie Poulos	Trustee	1.0	Director	$0	$0	$0
Mitchell J Lederer	Trustee	1.0	Director	$0	$0	$0
Nicole Robinson	Trustee	1.0	Director	$0	$0	$0
Peggy Lim	Trustee	1.0	Director	$0	$0	$0
Richard A Chesley	Trustee	1.0	Director	$0	$0	$0
Sabrina Gracias	Trustee	1.0	Director	$0	$0	$0
Sandra Perez Sterling	Trustee	1.0	Director	$0	$0	$0
Sara Crown Star	Trustee	1.0	Director	$0	$0	$0
Maria DiLorenzo	General Counsel and Board Secretary	40.0	Officer	$130,427	$44,389	$174,816
Mariana Souto-Manning	President	40.0	Officer	$644,731	$72,786	$717,517
Maura Daly	Chief External Affairs Officer	40.0	Key Emp	$279,351	$39,930	$319,281
Pamela Epley	VP of Academic Affairs	40.0	Key Emp	$215,005	$58,277	$273,282
Patricia Lawson	VP of Finance & Operations/Chief Financial Officer	40.0	Key Emp	$234,432	$71,850	$306,282
Ayanna Brown	VP for Strategic Growth & Partnerships	40.0	Highest	$143,490	$62,380	$205,870
Jie-Qi Chen	Director of the Early Learning and Teaching Academy	40.0	Highest	$194,770	$94,650	$289,420
Linda Gilkerson	Professor	40.0	Highest	$151,395	$62,237	$213,632
Maxine McKinney de Royston	Dean of Faculty	40.0	Highest	$158,648	$49,254	$207,902
Patricia Offer	Director of Development	40.0	Highest	$147,001	$432	$147,433

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	$33,422,139	$30,674,126	$104,733,600	$2,748,013
2024	$22,748,864	$30,537,287	$95,624,133	$-7,788,423
2023	$36,668,371	$26,066,461	$99,327,583	$10,601,910
2022	$29,402,363	$25,484,310	$89,249,782	$3,918,053
2021	$33,099,799	$26,169,760	$94,916,051	$6,930,039
2020	$23,706,409	$27,562,425	$79,908,682	$-3,856,016
2019	$26,247,769	$26,229,084	$81,810,430	$18,685
2018	$23,601,337	$25,767,893	$87,157,060	$-2,166,556

Erikson Institute