BLUEGRASS INSTITUTE FOR PUBLIC POLICY SO (EIN 113691843) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

AARON AMMERMAN

Phone

8594445630

Tax Period

2024-07-01 to 2025-06-30

BLUEGRASS INSTITUTE FOR PUBLIC POLICY SO, founded in 2003, is a small nonprofit in the Education sector that reported $232K in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year.

Mission

THE BLUEGRASS INSTITUTE FOR PUBLIC POLICY SOLUTIONS IS A RESEARCH AND EDUCATION ORGANIZATION WHICH EXISTS TO OFFER COMMON SENSE, FREE-MARKET POLICY SOLUTIONS FOR KENTUCKY'S GREATEST CHALLENGES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $229,800

Program Service Revenue $0

Investment Income $2,493

Other Revenue $0

TOTAL REVENUE $232,293

Expense Breakdown

Grants Paid $0

Salaries & Benefits $94,566

Fundraising Expenses $29,241

Program Expenses $121,800

Other Expenses $131,876

TOTAL EXPENSES $253,159

Year-over-Year Comparison

	2024	2023	Change
Revenue	$232,293	$287,284	-0.2%
Expenses	$253,159	$137,824	+0.8%
Net Income	$-20,866	$149,460	-1.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

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

$64,834

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AARON AMMERMAN	CHAIRMAN	10.00	Officer Director	$0	$0	$0
CHRISTOPHER ANDERSON	TREASURER	5.00	Officer Director	$0	$0	$0
JENEAN HAMPTON	DIRECTOR	5.00	Director	$0	$0	$0
JOHN GAREN	DIRECTOR	5.00	Director	$0	$0	$0
KYLE WHALEN	DIRECTOR	5.00	Director	$0	$0	$0
TOM DUPREE	DIRECTOR	5.00	Director	$0	$0	$0
TIM YESSIN	DIRECTOR	5.00	Director	$0	$0	$0
CALEB TAYLOR	DIRECTOR	5.00	Director	$0	$0	$0
STAN CAVE	DIRECTOR	5.00	Director	$0	$0	$0
JIM WATTERS	PRESIDENT	50.00	Officer	$58,920	$5,914	$64,834
CALEB BROWN	CEO	50.00	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	$232,293	$253,159	$138,034	$-20,866
2024	$287,284	$137,824	$158,900	$149,460
2023	$244,458	$264,759	$46,666	$-20,301
2022	$73,324	$144,804	$29,752	$-71,480
2021	$245,718	$318,258	$101,232	$-72,540
2020	$300,724	$202,608	$173,212	$98,116
2018	$226,353	$257,033	$47,685	$-30,680

BLUEGRASS INSTITUTE FOR PUBLIC POLICY SO