APPLIED EPI INC (EIN 872222471) - 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

2021

Legal Domicile

Principal Officer

NEALE BATRA

Phone

6676573374

Tax Period

2024-01-01 to 2024-12-31

APPLIED EPI INC, founded in 2021, is a community nonprofit in the Diseases & Disorders sector that reported $1.0M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

TO SUPPORT FRONTLINE PUBLIC HEALTH WORKERS WITH ACCESS TO VERSATILE ANALYTICAL TOOLS AND ROBUST EPIDEMIOLOGICAL METHODS UTILIZING OPEN-SOURCE SOFTWARE.

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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 $72,662

Program Service Revenue $966,059

Investment Income $0

Other Revenue $5,273

TOTAL REVENUE $1,043,994

Expense Breakdown

Grants Paid $46,775

Salaries & Benefits $209,595

Fundraising Expenses $0

Program Expenses $866,140

Other Expenses $763,910

TOTAL EXPENSES $1,020,280

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,043,994	$926,795	+0.1%
Expenses	$1,020,280	$452,139	+1.3%
Net Income	$23,714	$474,656	-1.0%

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

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

$93,523

Total Directors

$6,723

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEXANDER SPINA	PRESIDENT	20.00	Officer Director	$6,723	$0	$6,723
ELBURG VAN BOETZELAER	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
MARIE-AMELIE DEGAIL CHABRAT	BOARD MEMBER	2.00	Director	$0	$0	$0
SARA FERRAZ	BOARD MEMBER	2.00	Director	$0	$0	$0
ANNICK LENGLET	BOARD MEMBER	2.00	Director	$0	$0	$0
NEALE BATRA	EXECUTIVE DIRECTOR	40.00	Officer	$86,800	$0	$86,800

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	$1,043,994	$1,020,280	$1,050,866	$23,714
2023	$926,795	$452,139	$814,199	$474,656
2022	$413,332	$233,442	$261,488	$179,890

APPLIED EPI INC