KENNETH L MADDY INSTITUTE (EIN 200774454) - 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

2004

Legal Domicile

Principal Officer

BLAKE ZANTE

Phone

5592781133

Tax Period

2024-07-01 to 2025-06-30

KENNETH L MADDY INSTITUTE, founded in 2004, is a small nonprofit in the Education sector that reported $560K in total revenue in fiscal year 2024. Revenue surged 81% from the prior year, signaling strong growth momentum. The organization ran a surplus of $121K, a strong 22% operating margin.

Mission

TO INSPIRE CITIZEN PARTICIPATION, TO ELEVATE GOVERNMENT PERFORMANCE THROUGH LEADERSHIP TRAINING FOR PUBLIC SERVICE, AND TO PROVIDE NON-PARTISAN ANALYSIS AND ASSIST IN PROVIDING SOLUTIONS FOR PUBLIC POLICY ISSUES IMPORTANT TO THE REGION, STATE AND NATION.

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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 $555,679

Program Service Revenue $0

Investment Income $3,957

Other Revenue $0

TOTAL REVENUE $559,636

Expense Breakdown

Grants Paid $93,236

Salaries & Benefits $194,159

Fundraising Expenses $0

Program Expenses $345,227

Other Expenses $151,474

TOTAL EXPENSES $438,869

Year-over-Year Comparison

	2024	2023	Change
Revenue	$559,636	$308,643	+0.8%
Expenses	$438,869	$386,364	+0.1%
Net Income	$120,767	$-77,721	-2.6%

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

$60,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BLAKE ZANTE	Executive Dir.	40.00	Officer	$60,000	$0	$60,000
XUANNING FU	Director	2.00	Director	$0	$0	$0
SAUL JIMENEZ-SANDOVAL	Secretary	2.00	Officer Director	$0	$0	$0
JUSTIN SALTERS	Director	2.00	Director	$0	$0	$0
ANGELA VEGA-HIYAMA	Director	2.00	Director	$0	$0	$0
VERNON HARPER	Director	2.00	Director	$0	$0	$0
JIM COSTA	Director	2.00	Director	$0	$0	$0
HILDA CANTU-MONTOY	Director	2.00	Director	$0	$0	$0
JOCELYN LEON	Director	2.00	Director	$0	$0	$0
DON MADDY	Treasurer	2.00	Officer Director	$0	$0	$0
ANA MELENDEZ	Director	2.00	Director	$0	$0	$0
ALDI RAMIREZ	Director	2.00	Director	$0	$0	$0
JUAN SANCHEZ-MUNOZ	Director	2.00	Director	$0	$0	$0
BRITT RIOS-ELLIS	Director	2.00	Director	$0	$0	$0
SAL RUSSO	Director	2.00	Director	$0	$0	$0
CAROLE GOLDSMITH	Director	2.00	Director	$0	$0	$0
MELISSA FRANK	Chair	2.00	Officer Director	$0	$0	$0
PAUL HURLEY	Director	2.00	Director	$0	$0	$0
JEFF COWAN	Director	2.00	Director	$0	$0	$0
CHRIS WOOLF	Director	2.00	Director	$0	$0	$0
CAMALAH SALEH	Director	2.00	Director	$0	$0	$0
ZAINA FARRAJ	Director	2.00	Director	$0	$0	$0
IAN WIELAND	Director	2.00	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
2025	$559,636	$438,869	$1,508,852	$120,767
2024	$308,643	$386,364	$1,390,135	$-77,721
2023	$248,474	$231,286	$1,417,421	$17,188
2022	$226,615	$199,849	$1,343,583	$26,766
2021	$252,446	$180,829	$1,375,705	$71,617
2020	$211,719	$243,470	$1,302,059	$-31,751
2019	$246,854	$262,290	$1,344,743	$-15,436

KENNETH L MADDY INSTITUTE