NATIONAL REVIEW INSTITUTE (EIN 133649537) - 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

1991

Legal Domicile

Principal Officer

CHUCK DEFEO

Phone

2128492832

Tax Period

2024-08-01 to 2025-07-31

NATIONAL REVIEW INSTITUTE, founded in 1991, is a community nonprofit in the Unknown sector that reported $9.1M in total revenue in fiscal year 2024. The organization ran a surplus of $1.7M, a strong 18% operating margin.

Mission

EXPAND THE UNDERSTANDING OF CONSERVATIVE PRINCIPLES AND PHILOSOPHY IN SOCIETY AND CULTURE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $8,725,737

Program Service Revenue $47,125

Investment Income $1,103,992

Other Revenue $-736,966

TOTAL REVENUE $9,139,888

Expense Breakdown

Grants Paid $300,000

Salaries & Benefits $4,292,553

Fundraising Expenses $1,040,617

Program Expenses $5,997,061

Other Expenses $2,888,345

TOTAL EXPENSES $7,480,898

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,139,888	$8,950,350	+0.0%
Expenses	$7,480,898	$7,653,600	0.0%
Net Income	$1,658,990	$1,296,750	+0.3%

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

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

$1,010,818

Total Directors

$1,232,353

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDSAY CRAIG	OUTGOING PRESIDENT (11/2024)	40.00	Officer Director	$390,464	$32,129	$422,593
RICHARD LOWRY	TRUSTEE	0.23	Director	$0	$44,667	$467,779
BRIAN MURDOCK	CHAIRMAN	0.23	Director	$0	$0	$0
CHUCK DEFEO	CEO	20.00	Officer Director	$0	$24,841	$341,981
ADAM MEYERSON	TRUSTEE	0.23	Director	$0	$0	$0
ALEC TAYLOR	TRUSTEE	0.23	Director	$0	$0	$0
CARL HELSTROM	TRUSTEE	0.23	Director	$0	$0	$0
DALE R BROTT	TRUSTEE	0.23	Director	$0	$0	$0
DAVID BAHNSEN	TRUSTEE	0.23	Director	$0	$0	$0
JOHN BUSER	TRUSTEE	0.23	Director	$0	$0	$0
KAREN WRIGHT	TRUSTEE	0.23	Director	$0	$0	$0
LIZ PEEK	TRUSTEE	0.23	Director	$0	$0	$0
L STANTON TOWNE	TRUSTEE	0.23	Director	$0	$0	$0
PAT TOOMEY	TRUSTEE	0.23	Director	$0	$0	$0
PETER J TRAVERS	TRUSTEE	0.23	Director	$0	$0	$0
RICHARD SPENCER	TRUSTEE	0.23	Director	$0	$0	$0
ROBERT F AGOSTINELLI	TRUSTEE	0.23	Director	$0	$0	$0
JOHN KORPACZ	OUTGOING CFO (2/2025)	40.00	Officer	$210,503	$35,741	$246,244
ANDREW STUTTAFORD	FELLOW	32.00	Highest	$181,818	$36,424	$268,242
JAMES GERAGHTY	FELLOW	32.00	Highest	$148,177	$4,575	$189,752
NICHOLAS MOSVICK	FELLOW	32.00	Highest	$138,744	$12,778	$151,522
DANIEL MCLAUGHLIN	FELLOW	32.00	Highest	$127,216	$4,403	$163,619
JAY NORDLINGER	FELLOW	32.00	Highest	$145,064	$10,503	$155,567

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	$9,139,888	$7,480,898	$15,587,549	$1,658,990
2024	$8,950,350	$7,653,600	$15,363,650	$1,296,750
2023	$6,112,877	$6,312,277	$15,650,399	$-199,400
2022	$6,343,927	$5,782,361	$12,840,111	$561,566
2021	$5,564,343	$5,685,047	$13,238,791	$-120,704
2020	$6,883,506	$5,574,640	$12,520,426	$1,308,866

NATIONAL REVIEW INSTITUTE