STOWERS POLICY INSTITUTE INC (EIN 203270502) - 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

2005

Legal Domicile

Phone

8169264000

Tax Period

2024-07-01 to 2025-06-30

STOWERS POLICY INSTITUTE INC, founded in 2005, is a small nonprofit in the Diseases & Disorders sector that reported $813K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $536K, a strong 66% operating margin.

Mission

STOWERS POLICY INSTITUTE INC.'S ("SPI") EXEMPT PURPOSE IS TO PROMOTE INNOVATIVE AND ETHICAL BIOMEDICAL RESEARCH, THERAPIES, AND (CONTINUED ON SCHEDULE O)

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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 $0

Program Service Revenue $0

Investment Income $812,870

Other Revenue $0

TOTAL REVENUE $812,870

Expense Breakdown

Grants Paid $200,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $200,000

Other Expenses $76,642

TOTAL EXPENSES $276,642

Year-over-Year Comparison

	2024	2023	Change
Revenue	$812,870	$649,100	+0.3%
Expenses	$276,642	$520,297	-0.5%
Net Income	$536,228	$128,803	+3.2%

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

N/A

Volunteers

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

$5,286,075

Total Directors

$5,286,075

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES GERMAN	DIRECTOR/SECRETARY	1.0	Officer Director	$0	$80,585	$1,246,306
JONATHAN THOMAS	DIRECTOR/PRESIDENT BEGINNING OF SERVICE 3/24/25	1.0	Officer Director	$0	$0	$0
PENNY M SPENCE	DIRECTOR/CFO/TREASURER THRU 4/8/25	1.0	Officer Director	$0	$79,650	$833,432
RICHARD W BROWN	DIRECTOR/PRESIDENT DECEASED 3/27/25	1.0	Officer Director	$0	$102,383	$3,206,337
DAVID A WELTE	DIRECTOR	1.0	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	$812,870	$276,642	$31,951,466	$536,228
2024	$649,100	$520,297	$29,082,003	$128,803
2023	$176,531	$247,305	$26,782,579	$-70,774
2022	$2,391,707	$482,675	$25,063,110	$1,909,032
2021	$3,100,830	$409,396	$30,537,171	$2,691,434
2020	$2,163,400	$607,080	$27,333,849	$1,556,320
2019	$1,529,395	$406,168	$24,172,874	$1,123,227
2018	$1,346,208	$407,583	$20,483,454	$938,625

STOWERS POLICY INSTITUTE INC