Entrepreneurly Institution

Nonprofit profile at a glance

EIN
851348491
IRS 990-EZ coverage
2024–2025
Forms available
Form 990-EZ 2025, Form 990-PF 2022
Location
Washington, DC, USA
Phone
2028144386
Rating
50
Verdict
MIXED
Rating confidence
Moderate
Sector
Professional Societies, Associations

Official website

Reported finances

Revenue
$66,000
Expenses
$67,172
Assets
$64,606
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • JOSH FREY (PRESIDENT)

People named in this filing

  • JEFF BERKOWITZ (DIRECTOR)
  • JULIE CHRISTINE LOPEZ (DIRECTOR)
  • ASHTAN MOORE (DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide members 360 degrees of tools, networks and resources to successfully improve their organization's health, prosperity, and ability to scale over the million-dollar mark.

What it reported doing in 2025

Members are placed into small accountability groups with 4-5 fellow members with experienced volunteer coaches who have scaled their businesses over $1 million. Groups rotate every 6 months for diversity of coaching and group members, an experience that is key to experiencing tangible business gains as well as networking and resource sharing opportunities.

Operating model

Revenue model
Membership-supported. 100% of the money available for current operations came from membership dues.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

MIXED - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 25
  • Transparency & Controls: 82
  • Sustainability: 46
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 24.5%; rating input score 25
  • Program expense ratio: 24.1%; rating input score 24

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -1.8%; rating input score 39; 39th percentile among comparable filings
  • Total-asset coverage ratio: 0.96; rating input score 46; 46th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -7.5% per year; rating input score 0; 32nd percentile among comparable filings
  • Revenue growth: 0.7% per year; rating input score 100; 53rd percentile among comparable filings
  • Asset growth: -2.2% per year; rating input score 0; 31st percentile among comparable filings

Details

  • Where the money goes: 24.5% of revenue deployed · 24.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $16K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 2 filing years from 2024 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Mission deployment rate scored 25/100.
  • High — Financial Efficiency: Program expense ratio scored 24/100.
  • High — Growth: Program expense growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 39/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 46/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.