EDUCATION NEXT INSTITUTE INC C/O MARTIN R WEST (EIN 822843396) - 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

2017

Legal Domicile

Principal Officer

MARTIN R WEST

Phone

6172859389

Tax Period

2021-07-01 to 2022-06-30

EDUCATION NEXT INSTITUTE INC C/O MARTIN R WEST, founded in 2017, is a small nonprofit that reported $105K in total revenue in fiscal year 2021. Revenue fell 61% from the prior year — a significant decline worth monitoring. Expenses of $240K exceeded revenue, resulting in a 128% operating deficit.

Mission

TO EDUCATE THE AMERICAN PUBLIC ABOUT THE POLICY CHOICES IN EDUCATION THAT WILL DRIVE IMPROVEMENT IN STUDENT OUTCOMES

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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 (2021)

Revenue Breakdown

Contributions & Grants $100,000

Program Service Revenue $0

Investment Income $0

Other Revenue $5,117

TOTAL REVENUE $105,117

Expense Breakdown

Grants Paid $0

Salaries & Benefits $85,000

Fundraising Expenses $26,376

Program Expenses $186,637

Other Expenses $154,998

TOTAL EXPENSES $239,998

Year-over-Year Comparison

	2021	2020	Change
Revenue	$105,117	$266,417	-0.6%
Expenses	$239,998	$291,170	-0.2%
Net Income	$-134,881	$-24,753	+4.4%

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

N/A

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

$85,000

Total Directors

$75,833

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARTIN WEST	PRESIDENT	14.00	Officer Director	$43,333	$0	$43,333
PAUL PETERSON	VICE PRESIDENT	8.00	Officer Director	$32,500	$0	$32,500
DAN PETERS	DIRECTOR	4.00	Director	$0	$0	$0
MICHAEL POOR	SECRETARY/TREASURER	3.00	Officer	$9,167	$0	$9,167

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
2022	$105,117	$239,998	$3,789	$-134,881
2021	$266,417	$291,170	$138,670	$-24,753
2020	$180,976	$283,097	$163,423	$-102,121
2019	$484,258	$240,792	$265,544	$243,466

EDUCATION NEXT INSTITUTE INC C/O MARTIN R WEST