PROJECT ECHO (EIN 954580212) - 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

1996

Legal Domicile

Principal Officer

DIANE QUAST

Phone

4242143850

Tax Period

2022-01-01 to 2022-12-31

PROJECT ECHO, founded in 1996, is a small nonprofit in the Education sector that reported $242K in total revenue in fiscal year 2022. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $215K left a modest 11% surplus.

Mission

TEACHING BUSINESS AND MANAGEMENT SKILLS TO STUDENTS.

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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 $53,282

Program Service Revenue $188,733

Investment Income $0

Other Revenue $0

TOTAL REVENUE $242,015

Expense Breakdown

Grants Paid $0

Salaries & Benefits $172,515

Fundraising Expenses $11,065

Program Expenses $184,333

Other Expenses $42,524

TOTAL EXPENSES $215,039

Year-over-Year Comparison

	2022	2021	Change
Revenue	$242,015	$312,158	-0.2%
Expenses	$215,039	$103,421	+1.1%
Net Income	$26,976	$208,737	-0.9%

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

350

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

$60,363

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHIP GOODMAN	DIRECTOR	1.00	Director	$0	$0	$0
MILES WARREN	DIRECTOR	4.00	Officer Director	$0	$0	$0
LEE FOX	BOARD CHAIR	4.00	Officer Director	$0	$0	$0
DAVID TOKOFSKY	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT FENNEL	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY KRAVITZ	SECRETARY	4.00	Officer Director	$0	$0	$0
PER SJOFORS	TREASURER	4.00	Officer Director	$0	$0	$0
DIANE QUAST	EXECUTIVE DIRECTOR	20.00	Officer	$60,363	$0	$60,363

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
2022	$242,015	$215,039	$392,621	$26,976
2021	$297,408	$141,648	$157,741	$155,760
2021	$312,158	$103,421	$392,238	$208,737

PROJECT ECHO