NBI INC (EIN 391768861) - 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

1995

Legal Domicile

Principal Officer

ALLISON SCHINDLER

Phone

7158358525

Tax Period

2023-01-01 to 2023-12-31

NBI INC, founded in 1995, is a mid-sized nonprofit in the Education sector that reported $20.3M in total revenue in fiscal year 2023. Expenses of $19.6M left a modest 3% surplus.

Mission

TO PROVIDE EDUCATIONAL ASSISTANCE AND SERVICES TO IMPROVE EDUCATION.

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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 $19,696,043

Investment Income $631,087

Other Revenue $5,414

TOTAL REVENUE $20,332,544

Expense Breakdown

Grants Paid $1,200,100

Salaries & Benefits $7,709,555

Fundraising Expenses $0

Program Expenses $13,323,666

Other Expenses $10,735,907

TOTAL EXPENSES $19,645,562

Year-over-Year Comparison

	2023	2022	Change
Revenue	$20,332,544	$20,479,149	0.0%
Expenses	$19,645,562	$18,528,727	+0.1%
Net Income	$686,982	$1,950,422	-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

N/A

Employees

111

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

$626,712

Total Directors

$626,712

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLISON SCHINDLER	PRESIDENT	40.00	Officer Director	$231,476	$68,998	$300,474
PEG LARSEN	VICE PRESIDENT	5.00	Officer Director	$96,908	$39,680	$136,588
JOLINE TORKELSON	SR OPERATIONS MANAGER	40.00	Officer Director	$147,516	$42,134	$189,650
BRETT MACK	SR MARKETING/SALES MANAGER	40.00	Highest	$144,546	$56,782	$201,328
BRANDON SCHROEDER	IT MANAGER	40.00	Highest	$121,835	$10,914	$132,749
BRADY SOULE	ACCOUNT EXECUTIVE	40.00	Highest	$109,497	$29,729	$139,226
YVONNE WILLIAMS	HR MANAGER	40.00	Highest	$109,643	$14,860	$124,503
ELLIOT WESTMAN	CONTENT MANAGER	40.00	Highest	$108,680	$16,105	$124,785

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	$20,332,544	$19,645,562	$31,421,252	$686,982
2022	$20,479,149	$18,528,727	$29,158,363	$1,950,422
2021	$23,539,455	$18,857,241	$32,056,887	$4,682,214
2020	$19,711,505	$20,584,792	$27,778,587	$-873,287
2019	$26,189,152	$25,624,581	$27,528,800	$564,571
2018	$26,841,526	$26,194,675	$25,186,858	$646,851

NBI INC