EDI INSTITUTE INC (EIN 811422714) - 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

2016

Legal Domicile

Principal Officer

STEVEN KOPPEL

Phone

6176860377

Tax Period

2024-01-01 to 2024-12-31

EDI INSTITUTE INC, founded in 2016, is a small nonprofit in the Health Care sector that reported $369K in total revenue in fiscal year 2024.

Mission

TO PROMOTE EMOTIONAL RECOVERY AND RESLIENCE THROUGH IMAGERY, CREATED USING TECHNOLOGY THROUGH PARTNERSHIPS WITH MEDICAL, COMMUNITY, AND EDUCATIONAL ORGANIZATIONS.

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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 $0

Program Service Revenue $364,338

Investment Income $0

Other Revenue $4,794

TOTAL REVENUE $369,132

Expense Breakdown

Grants Paid $0

Salaries & Benefits $323,106

Fundraising Expenses $0

Program Expenses $259,039

Other Expenses $37,838

TOTAL EXPENSES $360,944

Year-over-Year Comparison

	2024	2023	Change
Revenue	$369,132	$372,805	0.0%
Expenses	$360,944	$378,924	0.0%
Net Income	$8,188	$-6,119	-2.3%

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

$233,000

Total Directors

$116,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVEN KOPPEL	PRESIDENT, TREASURER, CLER	30.00	Officer Director	$116,500	$0	$116,500
VICTOR ORLER	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL BENNICK	DIRECTOR	0.50	Director	$0	$0	$0
EMORY PETRACK	DIRECTOR	0.50	Director	$0	$0	$0
DAVID HIRSCH	DIRECTOR	0.50	Director	$0	$0	$0
OLIVIA SPRING	VP PARTNER SERVICES	40.00	Officer	$116,500	$0	$116,500

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	$369,132	$360,944	$272,116	$8,188
2023	$372,805	$378,924	$263,928	$-6,119
2022	$412,320	$389,763	$270,788	$22,557
2021	$462,073	$479,355	$262,542	$-17,282
2020	$461,149	$493,829	$279,752	$-32,680
2019	$474,041	$393,599	$298,854	$80,442
2018	$421,297	$246,667	$225,375	$174,630

EDI INSTITUTE INC