THE CHILDREN'S INSTITUTE PARENT COMPANY (EIN 872677614) - 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

DRJOHANNA VIDAL-PHELAN

Phone

4124202308

Tax Period

2024-07-01 to 2025-06-30

THE CHILDREN'S INSTITUTE PARENT COMPANY, founded in 2021, is a mid-sized nonprofit in the Education sector that reported $11.9M in total revenue in fiscal year 2024.

Mission

TO HEAL. TO TEACH. TO EMPOWER. TO AMAZE.

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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 $4,350

Program Service Revenue $11,869,273

Investment Income $0

Other Revenue $0

TOTAL REVENUE $11,873,623

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,762,945

Fundraising Expenses $876,416

Program Expenses $10,656,734

Other Expenses $4,126,563

TOTAL EXPENSES $12,889,508

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,873,623	$11,547,142	+0.0%
Expenses	$12,889,508	$13,006,108	0.0%
Net Income	$-1,015,885	$-1,458,966	-0.3%

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

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

$1,393,674

Total Directors

$1,135,167

Key Employees

$481,004

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WENDY A PARDEE PHD	PRESIDENT & CEO (EXIT 1/31/25)	42.00	Officer Director	$374,600	$536,766	$911,366
BARRY SHEPARD ENTERED 225	INTERIM PRESIDENT	42.00	Officer Director	$200,429	$23,372	$223,801
JA KATARINCIC JR	IMMEDIATE PAST CHAIRMAN	0.25	Officer Director	$0	$0	$0
SUSAN L BOYLE	VICE CHAIRMAN	0.25	Officer Director	$0	$0	$0
BRIAN M MCINERNEY	VICE CHAIRMAN	0.25	Officer Director	$0	$0	$0
HENRY B STAFFORD	CHAIRMAN	0.25	Officer Director	$0	$0	$0
ROMAYNE L BOTTI	VICE CHAIRMAN	0.25	Officer Director	$0	$0	$0
DANICA GRIFFITH	SECRETARY	0.25	Officer Director	$0	$0	$0
ANTHONY GABBIANELLI	TREASURER	0.25	Officer Director	$0	$0	$0
URMI ASHAR	BOARD MEMBER	0.25	Director	$0	$0	$0
MARSHALL L BALK MD	BOARD MEMBER	0.25	Director	$0	$0	$0
GRETCHEN D CLUTTER	BOARD MEMBER	0.25	Director	$0	$0	$0
MCCALL CRAVENS	BOARD MEMBER	0.25	Director	$0	$0	$0
THOMAS A DORAN	BOARD MEMBER	0.25	Director	$0	$0	$0
JARROD DUFFY	BOARD MEMBER	0.25	Director	$0	$0	$0
STACY H ELLIS	BOARD MEMBER	0.25	Director	$0	$0	$0
BRIAN J FERGUSON	BOARD MEMBER	0.25	Director	$0	$0	$0
J BRETT FULESDAY	BOARD MEMBER	0.25	Director	$0	$0	$0
STEFFANIE J JASPER	BOARD MEMBER	0.25	Director	$0	$0	$0
ELIZABETH L MACDOUGALL	BOARD MEMBER	0.25	Director	$0	$0	$0
MARIA M PALUSELLI	BOARD MEMBER	0.25	Director	$0	$0	$0
STEPHEN PERKINS	BOARD MEMBER	0.25	Director	$0	$0	$0
DONNA J STURGESS	BOARD MEMBER	0.25	Director	$0	$0	$0
JOHN JUBAS	CHIEF FINANCIAL OFFICER	42.00	Officer	$244,038	$14,469	$258,507
LAUREN WRIGHT	CHIEF PEOPLE OFFICER	40.00	Key Emp	$216,137	$6,452	$222,589
SHAWN CUPEC	CHIEF INFORMATION OFFICER	40.00	Key Emp	$234,206	$24,209	$258,415
LISA DESMOND	CHIEF OPERATING OFFICER	40.00	Highest	$240,970	$2,401	$243,371
AMANDA KILE	CHIEF ADVANCEMENT OFFICER	40.00	Highest	$211,348	$2,663	$214,011
LINDA ALLEN	VICE PRESIDENT OF HUMAN RESOURCES	40.00	Highest	$129,920	$4,943	$134,863
JESSICA MONAHAN	SENIOR DIR OF IND GIVING	40.00	Highest	$121,339	$29,845	$151,184
DAN MILLAR	DIRECTOR OF HUMAN RESOURCES	40.00	Highest	$119,707	$10,317	$130,024

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
2025	$11,873,623	$12,889,508	$2,376,145	$-1,015,885
2024	No data	No data	No data	No data
2023	$9,059,113	$11,276,804	$25,160,316	$-2,217,691
2022	$4,334,441	$4,358,265	$10,258,423	$-23,824

THE CHILDREN'S INSTITUTE PARENT COMPANY