THE EDISON INSTITUTE INC (EIN 381359513) - 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

1929

Legal Domicile

Principal Officer

PATRICIA MOORADIAN

Phone

3132711620

Tax Period

2023-01-01 to 2023-12-31

THE EDISON INSTITUTE INC, founded in 1929, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $81.9M in total revenue in fiscal year 2023. Revenue surged 44% from the prior year, signaling strong growth momentum. Net assets of $486.4M represent 71 months of operating reserves.

Mission

THE EDISON INSTITUTE, KNOWN AS THE HENRY FORD (THF), IS A NATIONAL (CONTINUED ON SCHEDULE O)

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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 $11,813,639

Program Service Revenue $34,208,286

Investment Income $17,749,432

Other Revenue $18,096,368

TOTAL REVENUE $81,867,725

Expense Breakdown

Grants Paid $163,630

Salaries & Benefits $43,286,689

Fundraising Expenses $3,230,690

Program Expenses $68,547,223

Other Expenses $44,255,620

TOTAL EXPENSES $87,786,358

Year-over-Year Comparison

	2023	2022	Change
Revenue	$81,867,725	$56,954,524	+0.4%
Expenses	$87,786,358	$73,848,872	+0.2%
Net Income	$-5,918,633	$-16,894,348	-0.6%

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

1649

Volunteers

383

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

$1,382,236

Total Directors

$780,767

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA E MOORADIAN	PRESIDENT AND SECRETARY	40.00	Officer Director	$748,523	$32,244	$780,767
JAMES S MEDFORD	SR VP & CHIEF ADVANCEMENT OFFICER	40.00	Highest	$336,557	$51,162	$387,719
BRENT OTT	CHIEF OPERATING OFFICER	40.00	Officer	$323,651	$33,816	$357,467
JASON M GREUTHER	VP HISTORICAL RESOURCES & CHIEF CURATOR	40.00	Highest	$256,021	$39,820	$295,841
JOHN C NEILSON	VP VENUES & EXPERIENCES	40.00	Highest	$262,601	$17,307	$279,908
BONNIE M LOBERT	VP TALENT & CULTURE/CHIEF TALENT OFFICER	40.00	Highest	$228,879	$19,156	$248,035
STEPHANIE TROTTER	VP OF FINANCE AND CFO	40.00	Officer	$199,648	$44,354	$244,002
CHRISTIAN K CULLEN	VP OF STRATEGY & INTEGRATED OPERATIONS	40.00	Highest	$191,520	$37,485	$229,005
MARK L REUSS	CHAIRMAN	2.00	Officer Director	$0	$0	$0
LINDA APSEY	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
LISA A PAYNE	TREASURER - PART YEAR	2.00	Officer Director	$0	$0	$0
S EVAN WEINER	TREASURER	2.00	Officer Director	$0	$0	$0
ALESSANDRO F UZIELLI	TRUSTEE	1.00	Director	$0	$0	$0
BRUCE MEYER	TRUSTEE	1.00	Director	$0	$0	$0
CARLA WALKER-MILLER	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER F HAMP	TRUSTEE	1.00	Director	$0	$0	$0
DR ALEC D GALLIMORE	TRUSTEE	1.00	Director	$0	$0	$0
ELIZA KONTULIS GETZ	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH FORD KONTULIS	TRUSTEE	1.00	Director	$0	$0	$0
HENDRIK MEIJER	TRUSTEE	1.00	Director	$0	$0	$0
HENRY FORD III	TRUSTEE	1.00	Director	$0	$0	$0
JOHN W INGLE III	TRUSTEE	1.00	Director	$0	$0	$0
JON OBERHEIDE	TRUSTEE	1.00	Director	$0	$0	$0
KOUHAILA HAMMER	TRUSTEE	1.00	Director	$0	$0	$0
MARC TRUBY	TRUSTEE	1.00	Director	$0	$0	$0
PAUL R DIMOND	TRUSTEE	1.00	Director	$0	$0	$0
RALPH J GERSON	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD A MANOOGIAN	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM CLAY FORD III	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM CLAY FORD JR	TRUSTEE	1.00	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
2024	No data	No data	No data	No data
2023	$81,867,725	$87,786,358	$539,586,110	$-5,918,633
2022	$56,954,524	$73,848,872	$529,837,527	$-16,894,348
2021	$88,893,387	$63,176,100	$598,342,638	$25,717,287
2020	$50,844,039	$64,708,547	$519,735,526	$-13,864,508
2019	$82,375,633	$89,524,359	$500,471,122	$-7,148,726
2018	$88,481,169	$79,957,715	$479,952,229	$8,523,454

THE EDISON INSTITUTE INC