MISSOURI BUDGET PROJECT (EIN 260062334) - 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

2003

Legal Domicile

Principal Officer

AMY BLOUIN

Phone

3145188867

Tax Period

2023-01-01 to 2023-12-31

MISSOURI BUDGET PROJECT, founded in 2003, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2023.

Mission

MISSOURI BUDGET PROJECT'S (MBP) MISSION IS TO IMPROVE THE QUALITY OF LIFE FOR ALL MISSOURIANS BY INFORMING PUBLIC POLICY DECISIONS THROUGH OBJECTIVE RESEARCH AND ANALYSIS OF STATE BUDGET, TAX AND ECONOMIC ISSUES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,136,030

Program Service Revenue $0

Investment Income $36,821

Other Revenue $116,245

TOTAL REVENUE $1,289,096

Expense Breakdown

Grants Paid $0

Salaries & Benefits $688,214

Fundraising Expenses $40,858

Program Expenses $1,224,812

Other Expenses $677,315

TOTAL EXPENSES $1,365,529

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,289,096	$1,210,512	+0.1%
Expenses	$1,365,529	$1,091,157	+0.3%
Net Income	$-76,433	$119,355	-1.6%

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

$142,663

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLINE BATTLES	CHAIR	2.00	Officer Director	$0	$0	$0
JERRY JONES JR	VICE-CHAIR	2.00	Officer Director	$0	$0	$0
LINDA SUMMLIN AITCH	SECRETARY	2.00	Officer Director	$0	$0	$0
DAYNA STOCK	DIRECTOR	2.00	Director	$0	$0	$0
JAY HARDENBROOK	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN STEPLETON	TREASURER	2.00	Officer Director	$0	$0	$0
SARAH STARNES	DIRECTOR	2.00	Director	$0	$0	$0
M JENISE COMER	DIRECTOR	2.00	Director	$0	$0	$0
THEODORE FLOROS	DIRECTOR	2.00	Director	$0	$0	$0
ANWAR JONES	DIRECTOR	2.00	Director	$0	$0	$0
CARMEN SCHULZE	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD VON GLAHN	DIRECTOR	2.00	Director	$0	$0	$0
TIMOTHY F NOELKER	DIRECTOR	2.00	Director	$0	$0	$0
AMY BLOUIN	EXECUTIVE DIRECTOR	40.00	Officer	$130,000	$12,663	$142,663

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	$1,289,096	$1,365,529	$1,127,968	$-76,433
2022	$1,210,512	$1,091,157	$1,204,401	$119,355
2021	$1,256,585	$873,372	$1,085,046	$383,213
2020	$1,063,417	$874,109	$701,833	$189,308
2019	$1,220,706	$1,053,506	$512,525	$167,200
2018	$925,922	$951,073	$655,303	$-25,151

MISSOURI BUDGET PROJECT