ECONOMIC MOBILITY CENTER dba economic mobility systems (EIN 881319458) - 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

2022

Legal Domicile

Principal Officer

ERIC BAN

Phone

9544807729

Tax Period

2023-07-01 to 2024-06-30

ECONOMIC MOBILITY CENTER dba economic mobility systems, founded in 2022, is a community nonprofit in the Education sector that reported $4.9M in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. Expenses of $4.2M left a modest 13% surplus.

Mission

EMC IS A NON-PROFIT THAT HELPS EDUCATIONAL INSTITUTIONS LEVERAGE POWERFUL TECHNOLOGY TOOLS AND PLATFORMS, WITH DATA DRIVEN INSIGHTS TO DRAMATICALLY INCREASE ECONOMIC MOBILITY.

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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 $3,412,575

Program Service Revenue $1,427,069

Investment Income $0

Other Revenue $11,273

TOTAL REVENUE $4,850,917

Expense Breakdown

Grants Paid $540,803

Salaries & Benefits $2,306,195

Fundraising Expenses $30,641

Program Expenses $3,688,569

Other Expenses $1,387,019

TOTAL EXPENSES $4,234,017

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,850,917	$3,538,146	+0.4%
Expenses	$4,234,017	$2,953,956	+0.4%
Net Income	$616,900	$584,190	+0.1%

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

$689,657

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC BAN	CEO	40.00	Officer	$256,426	$20,581	$277,007
MARK FLANAGAN	CTO	40.00	Officer	$200,853	$21,239	$222,092
AMY JUENGLING-THRU 1224	COO	40.00	Officer	$170,578	$19,980	$190,558
ANABEL ROMERO-JUAREZ	DIR-REG. TALENT	40.00		$129,567	$20,319	$149,886
TONNI L GRANT	DIR-	40.00		$127,634	$5,144	$132,778
ROBERT W MITCHELL	DIR-DATA	40.00		$113,297	$18,542	$131,839
IMRAN Z NOORALI	SOLUTIONS ARCH.	40.00		$106,545	$11,500	$118,045
JEANNIE STONE	Director	1.00	Director	$0	$0	$0
KENYATTA LOVETT	Secretary	1.00	Officer Director	$0	$0	$0
TODD WILLIAMS	Director	1.00	Director	$0	$0	$0
JOE MAY	Director	1.00	Director	$0	$0	$0
BOB MONG	Director	1.00	Director	$0	$0	$0
JEAN-CLAUDE BRIZARD	Director	1.00	Director	$0	$0	$0
HANNAH CALHOON	Director	1.00	Director	$0	$0	$0
ANNE MOTSENBOCKER	Chairman	1.00	Officer Director	$0	$0	$0
MARCELO CAVAZOS	Director	1.00	Director	$0	$0	$0
KRISTIN MICALIZIO-FROM 1224	COO	40.00	Officer	$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
2025	No data	No data	No data	No data
2024	$4,850,917	$4,234,017	$1,854,491	$616,900
2023	$3,538,146	$2,953,956	$874,439	$584,190

ECONOMIC MOBILITY CENTER dba economic mobility systems