THE JOHN K MACIVER INSTITUTE FOR PUBLIC POLICY INC (EIN 262639114) - 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

2008

Legal Domicile

Principal Officer

ANNETTE OLSON

Phone

6085886477

Tax Period

2024-07-01 to 2025-06-30

THE JOHN K MACIVER INSTITUTE FOR PUBLIC POLICY INC, founded in 2008, is a small nonprofit in the Public & Societal Benefit sector that reported $793K in total revenue in fiscal year 2024. Revenue surged 58% from the prior year, signaling strong growth momentum.

Mission

TO ADVANCE THE IDEA THAT INDIVIDUAL FREEDOM, LIMITED GOVERNMENT, AND PERSONAL RESPONSIBILITY ARE THE BEST PRINCIPLES FOR THE DEVELOPMENT OF EFFECTIVE PUBLIC POLICY IN WISCONSIN

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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 $730,797

Program Service Revenue $0

Investment Income $0

Other Revenue $62,169

TOTAL REVENUE $792,966

Expense Breakdown

Grants Paid $0

Salaries & Benefits $347,001

Fundraising Expenses $54,602

Program Expenses $689,232

Other Expenses $511,632

TOTAL EXPENSES $858,633

Year-over-Year Comparison

	2024	2023	Change
Revenue	$792,966	$502,370	+0.6%
Expenses	$858,633	$563,157	+0.5%
Net Income	$-65,667	$-60,787	+0.1%

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

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

$145,533

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNETTE OLSON	CEO	40.00	Officer	$125,000	$20,533	$145,533
KATHRYN BURKE	BOARD MEMBER	1.00	Director	$0	$0	$0
LUKE HILGEMANN	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM LEEF	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURIE MCCALLUM	TREASURER	1.00	Officer Director	$0	$0	$0
STEVE FETTIG	BOARD CHAIR	1.00	Officer	$0	$0	$0

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	$792,966	$858,633	$170,103	$-65,667
2024	No data	No data	No data	No data
2023	$354,175	$572,131	$209,437	$-217,956
2022	$581,511	$547,482	$430,050	$34,029
2021	$497,700	$432,081	$395,001	$65,619
2020	$624,404	$390,303	$327,663	$234,101
2019	$521,204	$530,211	$94,144	$-9,007
2018	$489,212	$564,268	$109,074	$-75,056

THE JOHN K MACIVER INSTITUTE FOR PUBLIC POLICY INC