Information Technology and Innovation Foundation (EIN 204403497) - 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

2006

Legal Domicile

Principal Officer

Robert D Atkinson

Phone

2024491351

Tax Period

2024-03-01 to 2025-02-28

Information Technology and Innovation Foundation, founded in 2006, is a community nonprofit in the Community Improvement sector that reported $5.8M in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $6.9M exceeded revenue, resulting in a 19% operating deficit.

Mission

ITIF is a non-partisan research and educational institute.

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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 $5,250,562

Program Service Revenue $93,810

Investment Income $456,561

Other Revenue $3,839

TOTAL REVENUE $5,804,772

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,779,573

Fundraising Expenses $397,009

Program Expenses $5,347,411

Other Expenses $2,145,659

TOTAL EXPENSES $6,925,232

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,804,772	$6,645,853	-0.1%
Expenses	$6,925,232	$6,758,692	+0.0%
Net Income	$-1,120,460	$-112,839	+8.9%

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

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

$1,889,860

Total Directors

$648,759

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Phil English	Co-Chair	1.00	Officer Director	$0	$0	$0
Ron Kind	Co-Chair	1.00	Officer Director	$0	$0	$0
Jason Oxman	Treasurer	1.00	Officer Director	$0	$0	$0
Chris Caine	Director	1.00	Director	$0	$0	$0
Peter Cleveland	Director	1.00	Director	$0	$0	$0
Jeff Eisenach	Director	1.00	Director	$0	$0	$0
Tom Galvin	Director	1.00	Director	$0	$0	$0
David Gross	Director	1.00	Director	$0	$0	$0
Khalil Gharbieh	Director	1.00	Director	$0	$0	$0
Shannon Kellogg	Director	1.00	Director	$0	$0	$0
Blair Levin	Director	1.00	Director	$0	$0	$0
Vonya McCann	Director	1.00	Director	$0	$0	$0
Lori Moylan	Director	1.00	Director	$0	$0	$0
Dorothy Robyn	Director	1.00	Director	$0	$0	$0
Laurie Self	Director	1.00	Director	$0	$0	$0
Carroll Thomas	Director	1.00	Director	$0	$0	$0
Michael Brown	Director	1.00	Director	$0	$0	$0
Andy Wychoff	Director	1.00	Director	$0	$0	$0
Jesse Blumenthal	Director	1.00	Director	$0	$0	$0
Anupam Chander	Director	1.00	Director	$0	$0	$0
Liza Getsinger	Director	1.00	Director	$0	$0	$0
Ann Mettler	Director	1.00	Director	$0	$0	$0
Michael O'Rielly	Director	1.00	Director	$0	$0	$0
Robert Atkinson	President	40.00	Officer Director	$606,902	$41,857	$648,759
Daniel Castro	Vice President	40.00	Officer	$299,287	$42,290	$341,577
Stephen Ezell	Vice President	40.00	Officer	$265,455	$15,217	$280,672
Randolph Court	CCO and Managing Editor	40.00	Officer	$344,364	$41,465	$385,829
Jacqueline Whisman	Chief Development Officer	40.00	Officer	$201,540	$31,483	$233,023
Stuart Dwyer	Vice President	40.00	Highest	$215,403	$15,665	$231,068
Joe Coniglio	Director	40.00	Highest	$176,414	$12,222	$188,636
Joe Kane	Director	40.00	Highest	$167,279	$17,018	$184,297
Kristin Cotter	Director	40.00	Highest	$142,597	$13,155	$155,752
Sandra Barbosu	Associate Director	40.00	Highest	$111,657	$12,999	$124,656

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	$5,804,772	$6,925,232	$12,154,237	$-1,120,460
2024	$6,645,853	$6,758,692	$11,213,072	$-112,839
2023	$7,572,049	$7,492,668	$11,637,943	$79,381
2022	$7,013,255	$5,506,867	$12,416,644	$1,506,388
2022	$8,254,891	$5,261,125	$12,432,343	$2,993,766
2021	$6,395,989	$4,576,356	$9,915,279	$1,819,633
2020	$4,937,375	$4,581,031	$6,770,057	$356,344
2019	$4,062,217	$4,125,621	$5,233,584	$-63,404

Information Technology and Innovation Foundation