INSTITUTE FOR STATE EFFECTIVENESS (EIN 205968997) - 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

Principal Officer

CLARE LOCKHART

Phone

2022985959

Tax Period

2024-01-01 to 2024-12-31

INSTITUTE FOR STATE EFFECTIVENESS, founded in 2005, is a community nonprofit in the International Affairs sector that reported $2.1M in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $1.8M left a modest 13% surplus.

Mission

TO DEVELOP AND SUPPORT INTEGRATED CITIZEN CENTERED APPROACHES TO STATE AND MARKET BUILDING AND PROVIDES INDEPENDENT, AUTHORITATIVE AND PRACTICAL POLICY ADVICE TO THE INTERNATIONAL COMMUNITY AND NATIONAL LEADERS WHO ARE TASKED WITH CREATING EFFECTIVE STATES IN A GLOBALIZED WORLD.

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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 $1,703,517

Program Service Revenue $315,106

Investment Income $49,656

Other Revenue $-63

TOTAL REVENUE $2,068,216

Expense Breakdown

Grants Paid $0

Salaries & Benefits $530,692

Fundraising Expenses $46,734

Program Expenses $1,445,276

Other Expenses $1,270,537

TOTAL EXPENSES $1,801,229

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,068,216	$2,273,416	-0.1%
Expenses	$1,801,229	$2,521,462	-0.3%
Net Income	$266,987	$-248,046	-2.1%

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

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

$182,805

Total Directors

$182,805

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLARE LOCKHART	DIRECTOR/CEO/PRESIDENT	50.00	Officer Director	$171,700	$11,105	$182,805
PHILLIP MUNGER	DIRECTOR	2.50	Director	$0	$0	$0
HENRY DREIFUS	DIRECTOR	1.00	Director	$0	$0	$0
MARY ELLEN MANFULL	DIRECTOR OF ADMINISTRATION	40.00	Highest	$120,041	$3,601	$123,642
PATRICIA RAMSEY	LEAD, DATA AND DIGITAL	40.00	Highest	$135,000	$4,050	$139,050

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	$2,068,216	$1,801,229	$2,391,296	$266,987
2023	$2,273,416	$2,521,462	$2,152,677	$-248,046
2022	$3,824,900	$3,517,655	$3,368,361	$307,245
2021	$3,820,305	$3,773,739	$4,369,975	$46,566
2020	$3,999,396	$3,564,461	$4,475,727	$434,935
2019	$5,169,506	$5,445,602	$2,654,751	$-276,096
2018	$4,089,955	$3,825,472	$3,249,636	$264,483

INSTITUTE FOR STATE EFFECTIVENESS