COUNTY ECONOMIC RESEARCH INSTITUTE INC (EIN 481151407) - 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

1994

Legal Domicile

Principal Officer

WILLIAM D DAVIDSON

Phone

9135991616

Tax Period

2023-01-01 to 2023-12-31

COUNTY ECONOMIC RESEARCH INSTITUTE INC, founded in 1994, is a small nonprofit in the Arts, Culture & Humanities sector that reported $311K in total revenue in fiscal year 2023. Expenses of $292K left a modest 6% surplus.

Mission

TO SUPPORT ECONOMIC DEVELOPMENT THROUGH THE PROVISION OF DATA AND TECHNICAL 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 (2023)

Revenue Breakdown

Contributions & Grants $300,000

Program Service Revenue $3,995

Investment Income $7,475

Other Revenue $0

TOTAL REVENUE $311,470

Expense Breakdown

Grants Paid $0

Salaries & Benefits $222,616

Fundraising Expenses $0

Program Expenses $139,081

Other Expenses $69,712

TOTAL EXPENSES $292,328

Year-over-Year Comparison

	2023	2022	Change
Revenue	$311,470	$310,362	+0.0%
Expenses	$292,328	$283,753	+0.0%
Net Income	$19,142	$26,609	-0.3%

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

$161,587

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIM HARMON	DIRECTOR	1.00	Director	$0	$0	$0
RUDY BEESE	CHAIR	1.00	Officer Director	$0	$0	$0
JASON LEIB	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER KNAPP RIGGS	DIRECTOR	1.00	Director	$0	$0	$0
BROOKE MOREHEAD	DIRECTOR	1.00	Director	$0	$0	$0
KURT RUF	DIRECTOR	1.00	Director	$0	$0	$0
CHARLIE WOOTEN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
STEVE TROESTER	DIRECTOR	1.00	Director	$0	$0	$0
CAROL LEHMAN	DIRECTOR	1.00	Director	$0	$0	$0
JOHN ENGELMANN	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN HONOMICHL	DIRECTOR	1.00	Director	$0	$0	$0
HEIDI THUMMEL	DIRECTOR	1.00	Director	$0	$0	$0
KIM WINSLOW	DIRECTOR	1.00	Director	$0	$0	$0
SEAMUS MCLAUGHLIN	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM D DAVIDSON	PRESIDENT	40.00	Officer	$152,441	$9,146	$161,587

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	$311,470	$292,328	$717,795	$19,142
2022	$310,362	$283,753	$723,131	$26,609
2021	$307,512	$281,148	$657,144	$26,364
2020	$312,865	$289,555	$637,944	$23,310

COUNTY ECONOMIC RESEARCH INSTITUTE INC