Institute for Enterprise Inc (EIN 471678840) - 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

2014

Legal Domicile

Principal Officer

Douglas Newton

Phone

9042063554

Tax Period

2024-01-01 to 2024-12-31

Institute for Enterprise Inc, founded in 2014, is a micro nonprofit in the Employment sector that reported $86K in total revenue in fiscal year 2024. Revenue surged 305% from the prior year, signaling strong growth momentum. The organization ran a surplus of $61K, a strong 71% operating margin.

Mission

Entreprenurial education and assistance

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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 $14,725

Program Service Revenue $0

Investment Income $71,204

Other Revenue $31

TOTAL REVENUE $85,960

Expense Breakdown

Grants Paid $2,500

Salaries & Benefits $5,500

Fundraising Expenses $0

Program Expenses $25,236

Other Expenses $17,236

TOTAL EXPENSES $25,236

Year-over-Year Comparison

	2024	2023	Change
Revenue	$85,960	$21,238	+3.0%
Expenses	$25,236	$22,459	+0.1%
Net Income	$60,724	$-1,221	-50.7%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
John C Elwell	Co-Founder	10.00	Director	$0	$0	$0
Bryan Poynter	President	10.00	Director	$0	$0	$0
Tonya N Wood	Director/Treasurer	10.00	Director	$0	$0	$0
Sherry Mitchell	Director	10.00	Director	$0	$0	$0
Claudia Watts	Director	10.00	Director	$0	$0	$0
Brie Rupp	Secretary	10.00	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	$85,960	$25,236	$1,386,078	$60,724
2023	$21,238	$22,459	$1,172,430	$-1,221
2022	$-32,660	$18,701	$945,213	$-51,361
2021	$121,737	$32,780	$994,755	$88,957
2020	$48,622	$17,236	$905,798	$31,386
2019	$23,308	$16,511	$874,412	$6,797
2018	$34,952	$12,728	$660,414	$22,224

Institute for Enterprise Inc