EDUCATION TRAINING AND RESEARCH AS… - Form 990 Financial Data

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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

1981

Legal Domicile

Principal Officer

DANA HAWKINS

Phone

8314384060

Tax Period

2023-07-01 to 2024-06-30

EDUCATION TRAINING AND RESEARCH ASSOCIATES, founded in 1981, is a mid-sized nonprofit in the Health Care sector that reported $24.8M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $22.3M left a modest 10% surplus.

Mission

EDUCATION, TRAINING AND RESEARCH ASSOCIATES ("ETR") IS A NONPROFIT CORPORATION WHOSE MISSION IS TO IMPROVE HEALTH AND INCREASE OPPORTUNITIES FOR YOUTH, FAMILIES AND COMMUNITIES.

Program Service Accomplishments

Program 1

Expenses: $5,353,688 Revenue: $10,402,654

PRODUCT DEVELOPMENT & DISSEMINATION - ETR IS THE NATION'S LARGEST NON-PROFIT HEALTH EDUCATION PUBLISHER OF HIGHLY RESPECTED HEALTH AND EDUCATION RESOURCES. WE DEVELOP AND DISSEMINATE A SUBSTANTIAL...

PRODUCT DEVELOPMENT & DISSEMINATION - ETR IS THE NATION'S LARGEST NON-PROFIT HEALTH EDUCATION PUBLISHER OF HIGHLY RESPECTED HEALTH AND EDUCATION RESOURCES. WE DEVELOP AND DISSEMINATE A SUBSTANTIAL PORTFOLIO OF SCIENCE-BASED PROGRAMS AND MATERIALS THAT EMPOWER HEALTH AND EDUCATION PROFESSIONALS TO IMPROVE OUTCOMES IN YOUTH, FAMILIES, AND COMMUNITIES. OUR PRODUCTS ARE DISTRIBUTED AND DEVELOPED IN FORMATS THAT MEET THE VARIED NEEDS OF OUR PARTNERS IN MULTI-MEDIA FORMATS, INCLUDING CURRICULA, PAMPHLETS, POCKET GUIDES, E-BOOKS, AND TRAINING MATERIALS THAT HAVE WON NATIONAL HEALTH INFORMATION, WEB HEALTH, AND HEALTH LITERACY AWARDS AND HAVE BEEN RECOGNIZED BY THE CDC, SAMHSA, AND THE U.S. DEPARTMENT OF EDUCATION.

Program 2

Expenses: $4,638,658 Revenue: $4,294,907

CALIFORNIA DEPARTMENT OF HEALTH - CALIFORNIA DEPARTMENT OF PUBLIC HEALTH FUNDS FOUR PROJECTS AT ETR RELATED TO REDUCING AND ELIMINATING TOBACCO USE AND ITS EFFECTS. DISTRIBUTED OVER ONE MILLION...

CALIFORNIA DEPARTMENT OF HEALTH - CALIFORNIA DEPARTMENT OF PUBLIC HEALTH FUNDS FOUR PROJECTS AT ETR RELATED TO REDUCING AND ELIMINATING TOBACCO USE AND ITS EFFECTS. DISTRIBUTED OVER ONE MILLION PIECES OF INFORMATION AND HELD SEVERAL HUNDRED TRAININGS OR TECHNICAL ASSISTANCESESSIONS.

Program 3

Expenses: $4,118,690 Revenue: $3,931,289

ADMINISTRATION FOR CHILDREN AND FAMILIES ETR ENGAGES VULNERABLE YOUTH IN PROGRAM DESIGN, EVALUATION, AND STRATEGIES TO PROMOTE OPTIMAL HEALTH INCLUDING PREVENTING TEEN PREGNANCY, REDUCING SEXUALLY...

ADMINISTRATION FOR CHILDREN AND FAMILIES ETR ENGAGES VULNERABLE YOUTH IN PROGRAM DESIGN, EVALUATION, AND STRATEGIES TO PROMOTE OPTIMAL HEALTH INCLUDING PREVENTING TEEN PREGNANCY, REDUCING SEXUALLY TRANSMITTED INFECTIONS, PROMOTING HEALTHY RELATIONSHIPS, AND BUILDING COMMUNICATION AND LIFE SKILLS.

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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 $2,474,974

Program Service Revenue $13,650,334

Investment Income $260,311

Other Revenue $8,429,226

TOTAL REVENUE $24,814,845

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,267,653

Fundraising Expenses $0

Program Expenses $16,837,341

Other Expenses $6,071,344

TOTAL EXPENSES $22,338,997

Year-over-Year Comparison

	2023	2022	Change
Revenue	$24,814,845	$20,803,353	+0.2%
Expenses	$22,338,997	$21,609,773	+0.0%
Net Income	$2,475,848	$-806,420	-4.1%

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

144

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

$1,494,272

Total Directors

Key Employees

$407,185

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VIGNETTA CHARLES	CHIEF EXECUTIVE OFFICER	40.00	Officer	$333,286	$67,165	$400,451
KARIN COYLE	CHIEF SCIENCE OFFICER	40.00	Officer	$195,786	$35,101	$230,887
COLEEN CANTWELL	VP BUSINESS DEVELOPMENT	40.00	Officer	$186,219	$44,630	$230,849
ERIC BLANKE	CHIEF OPERATING OFFICER	40.00	Officer	$201,322	$20,137	$221,459
DANA HAWKINS	CHIEF FINANCIAL OFFICER	40.00	Officer	$177,516	$28,260	$205,776
JILL DENNER	SENIOR RESEARCH SCIENTIST	40.00	Key Emp	$176,699	$28,877	$205,576
MICHAEL EVERETT	CHIEF PEOPLE & CULTURE OFFICER	40.00	Officer	$173,648	$31,202	$204,850
PAM DRAKE	SENIOR RESEARCH SCIENTIST	40.00	Key Emp	$150,330	$51,279	$201,609
MATHEW MCDOWELL	DIRECTOR OF PRODUCT PARTNERSHIP	40.00	Highest	$148,097	$39,626	$187,723
MADHURI JHA	VP OF SCIENCE, EQUITY & INTEGRATION	40.00	Highest	$165,752	$11,207	$176,959
JOHN SHIELDS	DIRECTOR OF DATA STRATEGIES & INSIGHTS	40.00	Highest	$142,531	$34,046	$176,577
JAMES CARMODY	SENIOR WEB DEVELOPMENT MANAGER	40.00	Highest	$148,427	$28,122	$176,549
LAUREN RANALLI	DIR. MARKETING/COMMUNICATIONS	40.00	Highest	$148,710	$26,078	$174,788
MARGUERITA LIGHTFOOT PHD	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
LESLIE KANTOR PHD MPH	BOARD CHAIR (LEFT 9/23)	2.00	Officer Director	$0	$0	$0
COLLEEN Z GREGERSON	BOARD VICE CHAIR	2.00	Officer Director	$0	$0	$0
DOUGLAS CALL	BOARD TREASURER	2.00	Officer Director	$0	$0	$0
SARAH MUNSON MBA	BOARD TREASURER (LEFT 9/23)	2.00	Officer Director	$0	$0	$0
PEDRO ARISTA MPH	BOARD SECRETARY	2.00	Officer Director	$0	$0	$0
GREGG ALTON	BOARD MEMBER	2.00	Director	$0	$0	$0
ANDREW D FORSYTH PHD	BOARD MEMBER	2.00	Director	$0	$0	$0
CYNTHIA A GOMEZ PHD	BOARD MEMBER (LEFT 9/23)	2.00	Director	$0	$0	$0
SHAWN MOORE MBA	BOARD MEMBER (LEFT 9/23)	2.00	Director	$0	$0	$0
KAREN RAYNE PHD	BOARD MEMBER	2.00	Director	$0	$0	$0
CAMILA RODRIGUEZ-ROJAS MPH	BOARD MEMBER	2.00	Director	$0	$0	$0
DONNA SHERARD	BOARD MEMBER	2.00	Director	$0	$0	$0
ANTHONY SIS MED	BOARD MEMBER	2.00	Director	$0	$0	$0
DAFINA M WARD JD	BOARD MEMBER	2.00	Director	$0	$0	$0
MIRIAM WARREN	BOARD MEMBER	2.00	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	No data	No data	No data	No data
2024	$24,814,845	$22,338,997	$27,997,214	$2,475,848
2023	$20,803,353	$21,609,773	$18,861,813	$-806,420
2022	$19,349,341	$20,789,030	$15,903,158	$-1,439,689
2021	$19,032,847	$19,940,970	$15,485,603	$-908,123
2020	$17,109,083	$19,532,609	$16,164,503	$-2,423,526
2019	$14,564,060	$16,232,529	$18,396,994	$-1,668,469
2018	$15,597,969	$15,442,959	$18,015,744	$155,010

EDUCATION TRAINING AND RESEARCH ASSOCIATES