EPD INC (EIN 760257425) - 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

1989

Legal Domicile

Principal Officer

GEORGE FRANKLIN

Phone

9798499633

Tax Period

2023-01-01 to 2023-12-31

EPD INC, founded in 1989, is a mid-sized nonprofit that reported $15.3M in total revenue in fiscal year 2023. The organization ran a surplus of $8.3M, a strong 54% operating margin.

Mission

EMPLOYMENT OF THE DISABLED

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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 $0

Program Service Revenue $14,628,671

Investment Income $637,793

Other Revenue $4,052

TOTAL REVENUE $15,270,516

Expense Breakdown

Grants Paid $169,000

Salaries & Benefits $3,845,203

Fundraising Expenses $0

Program Expenses $6,033,827

Other Expenses $2,950,842

TOTAL EXPENSES $6,965,045

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,270,516	$15,948,700	0.0%
Expenses	$6,965,045	$5,672,609	+0.2%
Net Income	$8,305,471	$10,276,091	-0.2%

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

100

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

$625,497

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TROY CALVERT	EXECUTIVE DI	60.00	Officer	$449,575	$681	$450,256
KATHERINE CALVERT	TREASURER/CF	60.00	Officer	$174,674	$567	$175,241
GRIFFEN KING	PRODUCTION E	N/A	Highest	$129,000	$0	$129,000
SERENA ANDREWS	DIRECTOR	N/A	Director	$0	$0	$0
RYAN BIRDSONG	DIRECTOR	N/A	Director	$0	$0	$0
STEPHANIE TEAL CLEM	DIRECTOR	N/A	Director	$0	$0	$0
STEVE ELBERT	SECRETARY	N/A	Officer Director	$0	$0	$0
GEORGE FRANKLIN	CHAIRMAN	N/A	Officer Director	$0	$0	$0
CAROLYN JOHNSON	VICE CHAIRMA	N/A	Officer Director	$0	$0	$0
LONNIE KEY	DIRECTOR	N/A	Director	$0	$0	$0
TOM PRUETT	DIRECTOR	N/A	Director	$0	$0	$0
JANIS WARNY	DIRECTOR	N/A	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	$15,270,516	$6,965,045	$27,996,052	$8,305,471
2022	$15,948,700	$5,672,609	$18,148,666	$10,276,091
2021	$5,145,022	$3,524,552	$7,808,967	$1,620,470
2020	$3,627,782	$2,562,202	$6,164,558	$1,065,580

EPD INC