ELECTRONIC DISCOVERY INSTITUTE (EIN 432114253) - 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

2006

Legal Domicile

Phone

2025966876

Tax Period

2024-01-01 to 2024-12-31

ELECTRONIC DISCOVERY INSTITUTE, founded in 2006, is a community nonprofit in the Science & Technology sector that reported $1.6M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $414K, a strong 25% operating margin.

Mission

The Electronic Discovery Institute is a non-profit organization dedicated to resolving electronic discovery challenges by conducting studies of litigation processes that incorporate modern technologies and educating attorneys, judges, and IT and information governance professionals. The explosion in volume of electronically storyed information and the complexity of its discovery overwhelms the litigation process and the justice system. Technology and efficient processes can ease the impact of electronic discovery.

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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 $1,602,413

Program Service Revenue $0

Investment Income $30,718

Other Revenue $0

TOTAL REVENUE $1,633,131

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,187,731

Other Expenses $1,219,250

TOTAL EXPENSES $1,219,250

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,633,131	$1,730,277	-0.1%
Expenses	$1,219,250	$1,210,849	+0.0%
Net Income	$413,881	$519,428	-0.2%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Patrick Oot	Vice President	Officer Director	$0	$0	$0
Herbert Roitblat	Secretary	Officer Director	$0	$0	$0
Robert Owen	President	Officer Director	$0	$0	$0
Ashish Prasad	Treasurer	Officer 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	$1,633,131	$1,219,250	$1,946,641	$413,881
2023	$1,730,277	$1,210,849	$1,529,345	$519,428
2022	$1,433,725	$1,488,104	$1,091,734	$-54,379
2021	$862,555	$639,355	$1,149,920	$223,200
2020	$565,528	$700,819	$906,201	$-135,291
2019	$1,150,652	$995,142	$1,046,864	$155,510
2018	$1,064,490	$1,257,733	$822,359	$-193,243

ELECTRONIC DISCOVERY INSTITUTE