Epic Institute (EIN 833989717) - 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

2019

Legal Domicile

Principal Officer

Thomas L Dinwoodie

Phone

5107171647

Tax Period

2023-01-01 to 2023-12-31

Epic Institute, founded in 2019, is a small nonprofit in the Environment sector that reported $190K in total revenue in fiscal year 2023. Revenue fell 84% from the prior year — a significant decline worth monitoring. Expenses of $742K exceeded revenue, resulting in a 291% operating deficit.

Mission

Epic's mission is to identify, accelerate and monitor the most promising climate solutions globally. Epic will monitor global data streams to track and assess climate solutions progress, while curating working/learning/convening spaces to openly serve as a global resource for accelerating these solutions.

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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 $189,691

Program Service Revenue $0

Investment Income $254

Other Revenue $0

TOTAL REVENUE $189,945

Expense Breakdown

Grants Paid $0

Salaries & Benefits $150,138

Fundraising Expenses $0

Program Expenses $731,729

Other Expenses $591,854

TOTAL EXPENSES $741,992

Year-over-Year Comparison

	2023	2022	Change
Revenue	$189,945	$1,192,514	-0.8%
Expenses	$741,992	$736,733	+0.0%
Net Income	$-552,047	$455,781	-2.2%

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

N/A

Employees

N/A

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

$150,138

Total Directors

$150,138

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Nick Adams	Treasurer & Sec	40.00	Officer Director	$150,138	$0	$150,138
Thomas L Dinwoodie	CEO & Director	20.00	Officer Director	$0	$0	$0
Paul Bodnar	Director	0.50	Director	$0	$0	$0
Danny Kennedy	President & Dir	20.00	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
2023	$189,945	$741,992	$49,357	$-552,047
2022	$1,192,514	$736,733	$601,404	$455,781
2021	$610,531	$477,365	$145,623	$133,166
2020	$335,130	$333,654	$12,457	$1,476

Epic Institute