CHILEDA INSTITUTE INC (EIN 391244797) - 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

1973

Legal Domicile

Principal Officer

DEREK CORTEZ

Phone

6087826480

Tax Period

2024-01-01 to 2024-12-31

CHILEDA INSTITUTE INC, founded in 1973, is a mid-sized nonprofit that reported $22.2M in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $21.1M left a modest 5% surplus.

Mission

IMPROVING QUALITY OF LIFE FOR YOUTH WITH COGNITIVE CHALLENGES AND EXTRAORDINARY BEHAVORIAL NEEDS.

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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 $1,043,567

Program Service Revenue $20,627,107

Investment Income $469,192

Other Revenue $48,142

TOTAL REVENUE $22,188,008

Expense Breakdown

Grants Paid $0

Salaries & Benefits $17,581,154

Fundraising Expenses $15,077

Program Expenses $19,151,920

Other Expenses $3,564,466

TOTAL EXPENSES $21,145,620

Year-over-Year Comparison

	2024	2023	Change
Revenue	$22,188,008	$17,424,900	+0.3%
Expenses	$21,145,620	$17,157,799	+0.2%
Net Income	$1,042,388	$267,101	+2.9%

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

665

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

$385,892

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LARRY BODIN	CHAIR	1.00	Officer Director	$0	$0	$0
MARGARET GRENISEN MD	DIRECTOR	1.00	Director	$0	$0	$0
ALAN EBER	DIRECTOR	1.00	Director	$0	$0	$0
JAY JAEHNKE	DIRECTOR	1.00	Director	$0	$0	$0
LINDA SEUBERT	DIRECTOR	1.00	Director	$0	$0	$0
DODY SOBECK	DIRECTOR	1.00	Director	$0	$0	$0
CHANDU VALLURI	DIRECTOR	1.00	Director	$0	$0	$0
ABBY VOSS	DIRECTOR	1.00	Director	$0	$0	$0
DEREK CORTEZ	CEO	40.00	Officer	$239,745	$0	$239,745
TERRI GOWEY	COO	40.00	Officer	$146,147	$0	$146,147

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	$22,188,008	$21,145,620	$22,681,125	$1,042,388
2023	$17,424,900	$17,157,799	$20,752,364	$267,101
2022	$12,618,146	$12,382,865	$16,513,221	$235,281
2021	$12,257,585	$10,888,184	$16,643,719	$1,369,401
2020	$12,299,466	$10,574,443	$15,280,319	$1,725,023
2019	$10,645,763	$10,296,815	$13,689,788	$348,948
2018	$9,630,325	$9,215,470	$12,552,767	$414,855

CHILEDA INSTITUTE INC