PLATTE INSTITUTE FOR ECONOMIC RESE… - Form 990 Financial Data

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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

2007

Legal Domicile

Principal Officer

JIM VOKAL

Phone

4024523737

Tax Period

2024-01-01 to 2024-12-31

PLATTE INSTITUTE FOR ECONOMIC RESEARCH INC, founded in 2007, is a community nonprofit in the Social Science sector that reported $1.2M in total revenue in fiscal year 2024. Expenses of $1.1M left a modest 5% surplus.

Mission

THE PLATTE INSTITUTE'S MISSION IS TO ADVANCE POLICIES THAT REMOVE BARRIERS TO ECONOMIC GROWTH AND OPPORTUNITY IN NEBRASKA.

Program Service Accomplishments

Program 1

Expenses: $405,035

PROTECTING NEBRASKA TAXPAYERS - TAXES ARE INEVITABLE IN OUR SOCIETY, BUT NOT ALL TAX POLICIES ARE CREATED EQUAL. THE PLATTE INSTITUTE ADVOCATES FOR TAX REFORMS THAT CREATE A SIMPLE, SUSTAINABLE TAX STRUCTURE THAT SUPPORTS ECONOMIC GROWTH. WE'VE HELPED TO DEFEAT MAJOR TAX INCREASES WHILE ADVANCING LEGISLATION REDUCING INCOME, PROPERTY AND INHERITANCE TAXES TO NAME A FEW MAKING NEBRASKA A MORE WELCOMING PLACE TO EARN A PAYCHECK, OWN PROPERTY, RUN A BUSINESS, OR RETIRE.

Program 2

Expenses: $243,021

BUILDING NEBRASKA'S WORKFORCE AND REDUCING REGULATIONS - THE PLATTE INSTITUTE IS EMPOWERING NEBRASKANS TO IDENTIFY AND COMBAT EXCESSIVE REGULATIONS, CREATING MORE OPPORTUNITIES FOR JOBSEEKERS AND...

BUILDING NEBRASKA'S WORKFORCE AND REDUCING REGULATIONS - THE PLATTE INSTITUTE IS EMPOWERING NEBRASKANS TO IDENTIFY AND COMBAT EXCESSIVE REGULATIONS, CREATING MORE OPPORTUNITIES FOR JOBSEEKERS AND ENTREPRENEURS, AND ENABLING NEW INNOVATIVE BUSINESSES TO ENTER THE MARKETPLACE.

Program 3

Expenses: $121,511

GOVERNMENT EFFICIENCY AND TRANSPARENCY - WE'RE GIVING NEBRASKANS TOOLS AND RESOURCES TO HELP THEM KEEP AN EYE ON HOW POLICYMAKERS MANAGE THEIR TAX DOLLARS AND DECIDE POLICIES THAT IMPACT ECONOMIC...

GOVERNMENT EFFICIENCY AND TRANSPARENCY - WE'RE GIVING NEBRASKANS TOOLS AND RESOURCES TO HELP THEM KEEP AN EYE ON HOW POLICYMAKERS MANAGE THEIR TAX DOLLARS AND DECIDE POLICIES THAT IMPACT ECONOMIC OPPORTUNITY.

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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 $1,165,654

Program Service Revenue $0

Investment Income $761

Other Revenue $0

TOTAL REVENUE $1,166,415

Expense Breakdown

Grants Paid $0

Salaries & Benefits $696,531

Fundraising Expenses $211,123

Program Expenses $810,071

Other Expenses $408,067

TOTAL EXPENSES $1,104,598

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,166,415	$1,170,973	0.0%
Expenses	$1,104,598	$1,158,664	0.0%
Net Income	$61,817	$12,309	+4.0%

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

$272,756

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BLAKE HOOGEVEEN	CHAIRMAN	1.00	Officer Director	$0	$0	$0
LORI SCOTT	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KYLE ARGANBRIGHT	TREASURER	1.00	Officer Director	$0	$0	$0
LIISA STARK	SECRETARY	1.00	Officer Director	$0	$0	$0
JON ABEGGLEN	DIRECTOR	1.00	Director	$0	$0	$0
SID DINSDALE	DIRECTOR	1.00	Director	$0	$0	$0
BOB DUDLEY	DIRECTOR	1.00	Director	$0	$0	$0
MARK GEIST	DIRECTOR	1.00	Director	$0	$0	$0
JACK HENRY	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS HIRSCHBRUNNER	DIRECTOR	1.00	Director	$0	$0	$0
JIM JENKINS	DIRECTOR	1.00	Director	$0	$0	$0
PAT KEENAN	DIRECTOR	1.00	Director	$0	$0	$0
OWEN PALM	DIRECTOR	1.00	Director	$0	$0	$0
GAIL WERNER-ROBERTSON	DIRECTOR	1.00	Director	$0	$0	$0
STEVE SUNDERMAN	DIRECTOR	1.00	Director	$0	$0	$0
JIM VOKAL	CEO	40.00	Officer	$224,287	$48,469	$272,756

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	No data	No data	No data	No data
2024	$1,166,415	$1,104,598	$608,187	$61,817
2023	$1,170,973	$1,158,664	$565,560	$12,309
2022	$1,157,944	$1,152,918	$547,175	$5,026
2021	$1,085,482	$1,025,633	$405,534	$59,849
2020	$853,538	$837,731	$334,438	$15,807
2019	$1,008,189	$993,114	$336,754	$15,075
2018	$989,780	$961,126	$299,719	$28,654

PLATTE INSTITUTE FOR ECONOMIC RESEARCH INC