INSTITUTE FOR CDO&IQ INC

EIN: 874187014 501(c)(3) Education

CHESTNUT HILL, MA

Total Revenue
$848,106
Total Expenses
$912,816
Total Assets
$214,585
Net Assets
$214,585
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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
2022
Legal Domicile
MA
Principal Officer
RICHARD WANG
Phone
6178699474
Tax Period
2024-01-01 to 2024-12-31

INSTITUTE FOR CDO&IQ INC, founded in 2022, is a small nonprofit in the Education sector that reported $848K in total revenue in fiscal year 2024. Revenue surged 46% from the prior year, signaling strong growth momentum.

Mission

HOST SEMINARS AND MEETINGS ON INFORMATION QUALITY

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $848,106
Investment Income $0
Other Revenue $0
TOTAL REVENUE $848,106

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $902,672
Other Expenses $912,816
TOTAL EXPENSES $912,816

Year-over-Year Comparison

2024 2023 Change
Revenue $848,106 $581,554 +0.5%
Expenses $912,816 $302,259 +2.0%
Net Income $-64,710 $279,295 -1.2%
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

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Governance

Voting Members
6
Independent Members
3
Employees
N/A
Volunteers
20

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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RICHARD WANG PRESIDENT 5.00
Officer
$0 $0 $0
FOREA WANG TREASURER 5.00
Officer
$0 $0 $0
GERTRUDE GIBBS SECRETARY 2.00
Officer
$0 $0 $0
ROBERT ABATE DIRECTOR 2.00
Director
$0 $0 $0
STUART MADNICK DIRECTOR 1.00
Director
$0 $0 $0
YANG LEE DIRECTOR 1.00
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
2024 $848,106 $912,816 $214,585 $-64,710
2023 $581,554 $302,259 No data $279,295
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