PHILADELPHIA, PA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)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.
AERIS STRIVES TO INCREASE THE FLOW OF CAPITAL BENEFITING LOW-INCOME AND DISADVANTAGED PEOPLE AND COMMUNITIES BY CREATING GREATER TRANSPARENCY AND ACCOUNTABILITY AMONG MISSION-DRIVEN NONPROFITS AND ENTERPRISES. AERIS PROVIDES COMPREHENSIVE, THIRD-PARTY ANALYSIS OF COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS (CDFIS) AND RELATED DATA AND CONTRACT SERVICES THAT AID INVESTORS AND DONORS IN THEIR INVESTMENT DECISION-MAKING. SUBSCRIBERS TO AERIS' SERVICES USE HIGHLY STANDARDIZED DATA, RATINGS, AND IN-DEPTH ANALYSIS OF A CDFI'S SOCIAL IMPACT ACTIVITIES AND FINANCIAL STRENGTH TO GUIDE INVESTMENT DECISIONS.
RATINGS - AERIS INSIGHT, INC. PROVIDES AN INDEPENDENT ASSESSMENT OF A CDFI'S IMPACT MANAGEMENT CAPACITY AND FINANCIAL STRENGTH AND PERFORMANCE. AERIS REPORTS HELP INVESTORS CONFIDENTLY ASSESS CDFIS...
RATINGS - AERIS INSIGHT, INC. PROVIDES AN INDEPENDENT ASSESSMENT OF A CDFI'S IMPACT MANAGEMENT CAPACITY AND FINANCIAL STRENGTH AND PERFORMANCE. AERIS REPORTS HELP INVESTORS CONFIDENTLY ASSESS CDFIS THAT MATCH THEIR SOCIAL AND ENVIRONMENTAL IMPACT OBJECTIVES AND RISK PARAMETERS. DURING 2023, AERIS ISSUED RATINGS REPORTS ON 70 CDFIS, WHICH SUPPORTED INVESTMENTS BY 49 CDFI INVESTORS IN LOW-INCOME AND UNDER-SERVED COMMUNITIES ACROSS THE UNITED STATES. AS PART OF OUR RATINGS SERVICES, DURING 2023 WE LAUNCHED "PROGRAMMATIC RATINGS" THROUGH A PARTNERSHIP WITH A NATIONAL TRADE ASSOCIATION. PROGRAMMATIC RATINGS SUPPORT THE STRENGTHENING AND GROWTH OF SMALLER CDFI LOAN FUNDS THAT PROVIDE FINANCING IN THE MOST DIFFICULT TO SERVE COMMUNITIES ACROSS THE US.
AERIS CLOUD/DATA PLATFORM - AERIS INSIGHT, INC. OPERATES A CLOUD-BASED DATA COLLECTION AND REPORTING SYSTEM THAT PROVIDES INVESTORS ACCESS TO QUARTERLY FINANCIAL AND IMPACT PERFORMANCE DATA ON CDFIS...
AERIS CLOUD/DATA PLATFORM - AERIS INSIGHT, INC. OPERATES A CLOUD-BASED DATA COLLECTION AND REPORTING SYSTEM THAT PROVIDES INVESTORS ACCESS TO QUARTERLY FINANCIAL AND IMPACT PERFORMANCE DATA ON CDFIS AND THAT SUPPORTS PEER COMPARISONS AND CDFI INDUSTRY TREND ANALYSES. DURING 2023, 165 CDFIS REPORTED DATA TO THE AERIS CLOUD. THEY COLLECTIVELY MANAGE 88% OF ALL ON-BALANCE SHEET ASSETS IN THE FIELD. BY YEAR-END, 34 INVESTORS HAD ACCESSED AERIS' CDFI DATA TO INFORM THEIR INVESTMENTS IN CDFIS.
CONSULTING SERVICES - AERIS INSIGHT, INC. OFFERS EXPANDED ASSESSMENT SERVICES FOR INVESTORS THAT COMPLEMENT ITS CORE RATINGS PRODUCT. SERVICES FOCUS ON CUSTOMIZED ASSESSMENTS OF FINANCIAL PERFORMANCE...
CONSULTING SERVICES - AERIS INSIGHT, INC. OFFERS EXPANDED ASSESSMENT SERVICES FOR INVESTORS THAT COMPLEMENT ITS CORE RATINGS PRODUCT. SERVICES FOCUS ON CUSTOMIZED ASSESSMENTS OF FINANCIAL PERFORMANCE AND IMPACT OF A RANGE OF INVESTMENTS INTENDED TO PRODUCE POSITIVE SOCIAL AND ENVIRONMENTAL OUTCOMES IN MARGINALIZED AND LOW-INCOME COMMUNITIES. DURING 2023, AERIS PROVIDED MONITORING AND ANALYTIC SUPPORT FOR SPECIAL PROGRAMS CREATED BY INVESTORS TO SUPPORT THE DISTRIBUTION OF CAPITAL THROUGH CDFIS TO LOW-INCOME AND MINORITY COMMUNITIES THAT HAVE LIMITED ACCESS TO FINANCIAL RESOURCES.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 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% |
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
Sign In| 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 |
| 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 |
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