THE INSTITUTE OF EFFECTIVE EDUCATION (EIN 952773236) - 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

1972

Legal Domicile

Principal Officer

HILLARY WHITESIDE

Phone

6192431325

Tax Period

2022-09-01 to 2023-08-31

THE INSTITUTE OF EFFECTIVE EDUCATION, founded in 1972, is a mid-sized nonprofit in the Education sector that reported $14.2M in total revenue in fiscal year 2022. Net assets of $28.6M represent 24 months of operating reserves.

Mission

TO PROVIDE PROGRAMS FOR CHILDREN AND ADOLESCENTS WITH LEARNING DISABILITIES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $6,835

Program Service Revenue $13,959,964

Investment Income $277,876

Other Revenue $0

TOTAL REVENUE $14,244,675

Expense Breakdown

Grants Paid $235,350

Salaries & Benefits $10,865,716

Fundraising Expenses $0

Program Expenses $13,226,699

Other Expenses $3,381,268

TOTAL EXPENSES $14,482,334

Year-over-Year Comparison

	2022	2021	Change
Revenue	$14,244,675	$13,571,236	+0.0%
Expenses	$14,482,334	$13,216,369	+0.1%
Net Income	$-237,659	$354,867	-1.7%

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

240

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

$211,793

Total Directors

$211,793

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HILLARY WHITESIDE	EXECUTIVE DIRECTOR	40.00	Officer Director	$202,667	$9,126	$211,793
KING GOLDEN	DIRECTOR	1.00	Director	$0	$0	$0
JOSE LUIS ALVARADO	DIRECTOR	1.00	Director	$0	$0	$0
SANDRA DALEY	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN SIEGEL	DIRECTOR	1.00	Director	$0	$0	$0
KATHARINE WARDLE	DIRECTOR	1.00	Director	$0	$0	$0
CARMEN AVILA-BOMAR	OT	40.00	Highest	$105,333	$1,306	$106,639
SHERYL BOBROFF	SCHOOL DIRECTOR	40.00	Highest	$101,688	$8,889	$110,577
MICHAEL COLLINS	SCHOOL DIRECTOR	40.00	Highest	$100,333	$1,717	$102,050
PATRICIA ELAINE DART	DIRECTOR OF HUMAN RESOURCES	40.00	Highest	$107,878	$1,000	$108,878
THOMAS REASONER	DIRECTOR OF OPERATIONS	40.00	Highest	$104,501	$7,172	$111,673
ALICIA RITTER	SCHOOL DIRECTOR	40.00	Highest	$120,590	$7,751	$128,341
JENNIFER SWOPE	SCHOOL DIRECTOR	40.00	Highest	$119,676	$1,792	$121,468

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
2023	$14,244,675	$14,482,334	$32,533,388	$-237,659
2022	$13,571,236	$13,216,369	$28,974,081	$354,867
2021	$13,927,303	$12,841,833	$31,029,793	$1,085,470
2020	$14,162,512	$12,925,003	$28,285,426	$1,237,509
2019	$13,540,425	$12,213,074	$26,411,938	$1,327,351
2018	$11,917,289	$10,935,839	$25,704,918	$981,450

THE INSTITUTE OF EFFECTIVE EDUCATION