AERIS INSIGHT INC (EIN 454135784) - 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

2012

Legal Domicile

Principal Officer

PAIGE CHAPEL

Phone

2672335150

Tax Period

2023-01-01 to 2023-12-31

AERIS INSIGHT INC, founded in 2012, is a community nonprofit in the Community Improvement sector that reported $2.4M in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Expenses of $3.5M exceeded revenue, resulting in a 43% operating deficit.

Mission

AERIS FACILITATES AND INCREASES THE FLOW OF CAPITAL TO COMMUNITY DEVELOPMENT LOAN FUNDS, THEREBY CREATING GREATER RACIAL EQUITY, POSITIVE SOCIAL AND ENVIRONMENTAL IMPACT.

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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 $500,000

Program Service Revenue $1,938,866

Investment Income $4,006

Other Revenue $0

TOTAL REVENUE $2,442,872

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,771,546

Fundraising Expenses $25,123

Program Expenses $3,147,803

Other Expenses $1,719,083

TOTAL EXPENSES $3,490,629

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,442,872	$3,015,767	-0.2%
Expenses	$3,490,629	$2,646,513	+0.3%
Net Income	$-1,047,757	$369,254	-3.8%

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

Volunteers

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

$414,643

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PENELOPE DOUGLAS	CHAIR	1.00	Officer Director	$0	$0	$0
JAMES LUM	TREASURER	1.00	Officer Director	$0	$0	$0
JUSTIN CONWAY	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM CASSELBERRY	BOARD MEMBER	1.00	Director	$0	$0	$0
VIVIENNE HSU	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID SAND	BOARD MEMBER	1.00	Director	$0	$0	$0
OMAR BLAYTON	BOARD MEMBER	1.00	Director	$0	$0	$0
SONJA VELEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JOANNE GAN	BOARD MEMBER	1.00	Director	$0	$0	$0
LIZ SESSLER	BOARD MEMBER	1.00	Director	$0	$0	$0
PAIGE CHAPEL	PRESIDENT & CEO	40.00	Officer	$220,000	$23,060	$243,060
KAREN SEABURY	SECRETARY & DIR. RATINGS & ANALYSIS	40.00	Officer	$158,333	$13,250	$171,583
KATHY SMART-PRESTON	TECHNICAL PROJECT MANAGER	40.00	Highest	$141,269	$27,518	$168,787
LAURA PELKEY	DEPUTY DIRECTOR, FINANCE AND ADMINISTRATION	40.00	Highest	$107,917	$13,579	$121,496
JONATHAN SCHWARTZ	DEPUTY DIRECTOR, RATINGS AND OPERATIONS	40.00	Highest	$116,284	$15,582	$131,866

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	$2,442,872	$3,490,629	$1,609,381	$-1,047,757
2022	$3,015,767	$2,646,513	$2,498,682	$369,254
2021	$3,233,391	$2,287,064	$1,992,510	$946,327
2020	$2,297,439	$2,271,888	$1,174,710	$25,551
2019	$2,448,472	$2,263,492	$880,601	$184,980
2018	$1,901,759	$2,168,952	$634,503	$-267,193

AERIS INSIGHT INC