THE AMERICAN DEMOCRACY INSTITUTE (EIN 202305292) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2005

Legal Domicile

Principal Officer

JOHN HART

Phone

2027838270

Tax Period

2023-01-01 to 2023-12-31

THE AMERICAN DEMOCRACY INSTITUTE, founded in 2005, is a small nonprofit in the Education sector that reported $315K in total revenue in fiscal year 2020. Revenue decreased 18% compared to the prior year. Expenses of $295K left a modest 6% surplus.

Mission

THE AMERICAN DEMOCRACY INSTITUTE IS A NONPARTISAN 501(C)(3) ORGANIZATION DEDICATED TO ENGAGING, EDUCATING, AND EMPOWERING THE NEXT GENERATION OF AMERICAN LEADERS. OUR WORK SEEKS TO PREPARE TALENTED, HIGH-IMPACT INDIVIDUALS TO HAVE A GREATER SOCIETAL IMPACT.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $485

Program Service Revenue $1,007,322

Investment Income $4,623

Other Revenue $0

TOTAL REVENUE $1,012,430

Expense Breakdown

Grants Paid $0

Salaries & Benefits $490,690

Fundraising Expenses $0

Program Expenses $593,618

Other Expenses $284,566

TOTAL EXPENSES $775,256

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,012,430	$650,228	+0.6%
Expenses	$775,256	$657,387	+0.2%
Net Income	$237,174	$-7,159	-34.1%

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

$335,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN SACK	MEMBER, BOARD OF DIRECTOR	1.00	Director	$0	$0	$0
JAN GILBERT	MEMBER, BOARD OF DIRECTOR	1.00	Director	$0	$0	$0
SHARMILA ANANDASAPATHY	MEMBER, BOARD OF DIRECTOR	1.00	Director	$0	$0	$0
KEOSHA VARELA	CHAIR, BOARD OF DIRECTOR	1.00	Director	$0	$0	$0
KATHY LAURINI	MEMBER, BOARD OF DIRECTOR	1.00	Director	$0	$0	$0
JOHN HART	CEO & MEMBER, BOARD OF DIRECTOR	40.00	Officer	$225,000	$0	$225,000
REBEKAH L DEHAVEN	COO, KEY EMPLOYEE	40.00	Officer	$110,000	$0	$110,000

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	No data	No data	No data	No data
2023	$1,012,430	$775,256	$691,316	$237,174
2022	$650,228	$657,387	$436,128	$-7,159
2021	$665,851	$459,338	$444,807	$206,513
2020	$314,862	$294,792	$261,900	$20,070

THE AMERICAN DEMOCRACY INSTITUTE