FISCAL POLICY INSTITUTE INC (EIN 141737256) - 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

NATHAN GUSDORF

Phone

5187494625

Tax Period

2024-01-01 to 2024-12-31

FISCAL POLICY INSTITUTE INC, founded in 1991, is a small nonprofit in the Public & Societal Benefit sector that reported $546K in total revenue in fiscal year 2024. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $692K exceeded revenue, resulting in a 27% operating deficit.

Mission

COMMITTED TO IMPROVING PUBLIC POLICIES AND PRIVATE PRACTICES TO BETTER THE ECONOMIC AND SOCIAL CONDITIONS OF ALL NEW YORKERS. FOUNDED IN 1991, FPI IS COMMITTED TO CREATING A STRONG ECONOMY IN WHICH PROSPERITY IS SHARED BY ALL NEW YORKERS.

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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 $453,403

Program Service Revenue $49,000

Investment Income $20,436

Other Revenue $23,325

TOTAL REVENUE $546,164

Expense Breakdown

Grants Paid $0

Salaries & Benefits $478,815

Fundraising Expenses $56,985

Program Expenses $520,155

Other Expenses $213,164

TOTAL EXPENSES $691,979

Year-over-Year Comparison

	2024	2023	Change
Revenue	$546,164	$882,239	-0.4%
Expenses	$691,979	$573,969	+0.2%
Net Income	$-145,815	$308,270	-1.5%

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

Total Directors

$152,146

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NATHAN GUSDORF	EXECUTIVE DI	40.00	Director	$152,146	$0	$152,146
DEBIPRIYA CHATTERJEE	CHAIR	2.00	Officer Director	$0	$0	$0
BRIAN MCDONNELL	VICE CHAIR	2.00	Officer Director	$0	$0	$0
NANCY RANKIN	TREASURER	2.00	Officer Director	$0	$0	$0
SYBIL MCPHERSON	SECRETARY	2.00	Officer Director	$0	$0	$0
KATE BRESLIN	BOARD MEMBER	1.00	Director	$0	$0	$0
JOE DONAHUE	BOARD MEMBER	1.00	Director	$0	$0	$0
PETER SAVAGE	BOARD MEMBER	1.00	Director	$0	$0	$0
FRAN TURNER	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIE WARD	BOARD MEMBER	1.00	Director	$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
2024	$546,164	$691,979	$829,557	$-145,815
2023	$882,239	$573,969	$822,205	$308,270
2022	$466,735	$420,188	$488,447	$46,547
2021	$544,319	$746,856	$444,958	$-202,537
2020	$1,124,494	$1,029,708	$789,495	$94,786
2019	$1,158,376	$1,140,072	$401,108	$18,304
2018	$809,198	$843,616	$270,315	$-34,418

FISCAL POLICY INSTITUTE INC