D&E A FINANCIAL EDUCATION AND TRAINING INSTITUTE INC (EIN 582515058) - 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

2000

Legal Domicile

Phone

7709616900

Tax Period

2023-01-01 to 2023-12-31

D&E A FINANCIAL EDUCATION AND TRAINING INSTITUTE INC, founded in 2000, is a community nonprofit in the Human Services sector that reported $1.1M in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year.

Mission

TO DEVELOP AND EMPOWER UNDERSERVED POPULATIONS BY PROVIDING TRAINING AND RESOURCES THAT FACILITATE GREATER PARTICIPATION IN THE ECONOMIC AND SOCIETAL MAINSTREAM.

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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 $904,501

Program Service Revenue $164,688

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,069,189

Expense Breakdown

Grants Paid $0

Salaries & Benefits $808,569

Fundraising Expenses $0

Program Expenses $681,498

Other Expenses $263,780

TOTAL EXPENSES $1,072,349

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,069,189	$1,323,516	-0.2%
Expenses	$1,072,349	$1,314,234	-0.2%
Net Income	$-3,160	$9,282	-1.3%

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

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
C W Copeland	Chairman	1.00	Officer Director	$0	$0	$0
Novella B Scott	Treasurer	1.00	Officer Director	$0	$0	$0
Patrice Evans	Secretary	1.00	Officer Director	$0	$0	$0
Ray Gills	Board Member	1.00	Officer Director	$0	$0	$0
Clifford Hardwick IV	Agency Attorney	1.00	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	No data	No data	No data	No data
2023	$1,069,189	$1,072,349	$591,578	$-3,160
2022	$1,323,516	$1,314,234	$835,226	$9,282
2021	$847,505	$770,330	$953,735	$77,175
2020	$833,508	$864,365	$1,589,895	$-30,857
2019	$855,421	$739,590	$1,473,819	$115,831
2018	$885,101	$1,206,785	$1,478,374	$-321,684

D&E A FINANCIAL EDUCATION AND TRAINING INSTITUTE INC