ENGINEERS AND SURVEYORS INSTITUTE

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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

1987

Legal Domicile

Phone

7032632232

Tax Period

2024-01-01 to 2024-12-31

ENGINEERS AND SURVEYORS INSTITUTE, founded in 1987, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $1.0M left a modest 13% surplus.

Mission

ENGINEERING INDUSTRY IMPROVEMENT

Program Service Accomplishments

Program 1

Expenses: $915,628 Revenue: $438,196

GENERAL OPERATIONS OPERATING EXPENSES,FACILITIES, OVERHEAD AND SALARIES TO FACILITATE THE ABOVE EXEMPT PURPOSES AND OTHER MEMBERSHIP SUPPORT.

Program 2

Expenses: $67,131 Revenue: $284,580

EDUCATION PROGRAM COMBINED EFFORT WITH A LOCAL UNIVERSITY TO FURTHER EDUCATE A LARGE NUMBER OF ENGINEERING PROFESSIONALS. AVAILABLE TO BOTH MEMBERS AND NON-MEMBERS.

Program 3

Expenses: $30,975 Revenue: $383,199

PEER REVIEW CONSULTING WORK CLOSELY WITH FAIRFAX, LOUDOUN, AND OTHER NORTHERN VIRGINIA COUNTIES AND THE VIRGINIA DEPT. OF TRANSPORTATION TO IMPROVE THE REVIEW PROCESS AND QUALITY OF ENGINEERING PLANS...

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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 $438,196

Program Service Revenue $667,793

Investment Income $71,630

Other Revenue $0

TOTAL REVENUE $1,177,619

Expense Breakdown

Grants Paid $0

Salaries & Benefits $715,853

Fundraising Expenses $0

Program Expenses $1,030,047

Other Expenses $314,194

TOTAL EXPENSES $1,030,047

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,177,619	$1,298,928	-0.1%
Expenses	$1,030,047	$1,007,649	+0.0%
Net Income	$147,572	$291,279	-0.5%

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

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

$200,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY L BLACKFORD	EXECUTIVE DIRECTOR	40.00	Key Emp	$200,000	$0	$200,000
PATRICK VELTRI	CHAIRMAN	1.00	Officer Director	$0	$0	$0
MATTHEW K KOIRTYOHANN	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
NISHA CHERIATHUNDAM	TREASURER	1.00	Officer Director	$0	$0	$0
KIRSTEN MUNTZ	SECRETARY	1.00	Officer Director	$0	$0	$0
BOB BROWN	PAST CHAIRMAN	1.00	Officer Director	$0	$0	$0
WILLIAM R ACKMAN Jr	DIRECTOR	1.00	Director	$0	$0	$0
PETER CRAWFORD	DIRECTOR	1.00	Director	$0	$0	$0
JOHN CUMMINGS	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN DOFFLEMEYER	DIRECTOR	1.00	Director	$0	$0	$0
RENU CHHONKAR	DIRECTOR	1.00	Director	$0	$0	$0
FRANK GRAZIANO	DIRECTOR	1.00	Director	$0	$0	$0
PAUL B JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN LEVTOV	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN E MURRAY Jr	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA REYNOLDS	DIRECTOR	1.00	Director	$0	$0	$0
J KEITH SINCLAIR Jr	DIRECTOR	1.00	Director	$0	$0	$0
ROSS STILLING	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN PICKERAL	DIRECTOR	1.00	Director	$0	$0	$0
BRYAN JAMES	DIRECTOR	1.00	Director	$0	$0	$0
GLEN FAUNCE	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL BENTON	DIRECTOR	0.00	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	$1,177,619	$1,030,047	$2,365,755	$147,572
2023	$1,298,928	$1,007,649	$2,164,474	$291,279
2022	$956,111	$1,016,068	$2,219,163	$-59,957
2021	$1,117,979	$995,170	$2,267,310	$122,809
2020	$955,035	$1,013,823	$2,092,370	$-58,788
2019	$1,248,214	$1,024,086	$2,099,492	$224,128
2018	$1,073,416	$950,162	$1,873,072	$123,254