KANSAS POLICY INSTITUTE (EIN 237047821) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

DAVID TRABERT

Phone

3162673241

Tax Period

2023-01-01 to 2023-12-31

KANSAS POLICY INSTITUTE, founded in 1969, is a community nonprofit in the Education sector that reported $1.7M in total revenue in fiscal year 2023. Revenue fell 47% from the prior year — a significant decline worth monitoring. Expenses of $2.0M exceeded revenue, resulting in a 19% operating deficit.

Mission

TO PROTECT CONSTITUTIONAL RIGHTS TO FREEDOM, CREATE GREATER ACCESS TO BETTER EDUCATIONAL OPPORTUNITIES AND ALLOW KANSANS TO KEEP MORE OF WHAT THEY EARN.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,649,811

Program Service Revenue $0

Investment Income $54,797

Other Revenue $0

TOTAL REVENUE $1,704,608

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,242,731

Fundraising Expenses $178,045

Program Expenses $1,732,904

Other Expenses $789,752

TOTAL EXPENSES $2,032,483

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,704,608	$3,219,508	-0.5%
Expenses	$2,032,483	$1,500,777	+0.4%
Net Income	$-327,875	$1,718,731	-1.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$492,536

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID GIBSON	CHAIRMAN OF BOARD OF TRUSTEES	20.00	Director	$0	$0	$0
GEORGE PEARSON	TRUSTEE	1.00	Director	$0	$0	$0
CHUCK MACKEY	TRUSTEE	1.00	Director	$0	$0	$0
RAUL BRITO	TRUSTEE	1.00	Director	$0	$0	$0
PHYLLIS NOLAN	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT SMITH	TRUSTEE	1.00	Director	$0	$0	$0
NEIL DOUTHAT	TRUSTEE	1.00	Director	$0	$0	$0
PRISCILLA O'SHAUGHNESSY	TRUSTEE	1.00	Director	$0	$0	$0
NICK POWELL	VICE CHAIRMAN OF BOARD OF TRUSTEES	2.00	Director	$0	$0	$0
JON SCHULTE	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT YOUNG	SECRETARY/TREASURER	1.00	Officer	$0	$0	$0
JAMES FRANKO	PRESIDENT	40.00	Officer	$200,014	$33,270	$233,284
DAVID TRABERT	CHIEF EXECUTIVE OFFICER	40.00	Officer	$250,614	$8,638	$259,252
SAMUEL MACROBERTS	LITIGATION DIRECTOR	40.00	Highest	$151,073	$30,470	$181,543

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	$1,704,608	$2,032,483	$2,702,938	$-327,875
2022	$3,219,508	$1,500,777	$3,028,655	$1,718,731
2021	$1,472,050	$1,367,135	$1,303,303	$104,915
2020	$1,409,205	$1,261,311	$1,208,202	$147,894
2019	$1,463,697	$1,213,485	$1,062,660	$250,212
2018	$1,177,113	$799,573	$801,046	$377,540

KANSAS POLICY INSTITUTE