NEW HAMPSHIRE FISCAL POLICY INSTITUTE (EIN 270841484) - 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

2009

Legal Domicile

Principal Officer

JONATHAN ROUTHIER

Phone

6038568337

Tax Period

2024-10-01 to 2025-09-30

NEW HAMPSHIRE FISCAL POLICY INSTITUTE, founded in 2009, is a community nonprofit in the Public & Societal Benefit sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum. Expenses of $1.0M left a modest 15% surplus.

Mission

NEW HAMPSHIRE FISCAL POLICY INSTITUTE PROMOTES OPPORTUNITY AND ECONOMIC WELL-BEING FOR ALL NEW HAMPSHIRE RESIDENTS BY PRODUCING AND DISSEMINATING INDEPENDENT RESEARCH AND ANALYSIS TO INFORM PUBLIC POLICY.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $1,063,232

Program Service Revenue $92,747

Investment Income $20,889

Other Revenue $0

TOTAL REVENUE $1,176,868

Expense Breakdown

Grants Paid $0

Salaries & Benefits $758,360

Fundraising Expenses $124,243

Program Expenses $761,182

Other Expenses $245,039

TOTAL EXPENSES $1,003,399

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,176,868	$829,336	+0.4%
Expenses	$1,003,399	$649,200	+0.5%
Net Income	$173,469	$180,136	0.0%

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

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

$131,406

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GENE MARTIN	EXECUTIVE DI	50.00	Officer	$125,136	$6,270	$131,406
GEORGE BALD	DIRECTOR- EN	1.00	Director	$0	$0	$0
PATRICIA CARTY	DIRECTOR	1.00	Director	$0	$0	$0
KAREN EMIS-WILLIAMS	DIRECTOR-STA	1.00	Director	$0	$0	$0
BRUCE KING	CHAIR THROUG	5.00	Officer Director	$0	$0	$0
TOM KREBS	SECRETARY	1.00	Officer Director	$0	$0	$0
GERARD MURPHY	TREASURER	1.00	Officer Director	$0	$0	$0
JAMES MURPHY	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPHINE PORTER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JONATHAN ROUTHIER	CHAIR	2.00	Officer Director	$0	$0	$0
TOM SILVIA	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN SLATTERY	DIRECTOR	1.00	Director	$0	$0	$0
KRISTIN SMITH	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA WOITKOWSKI	DIRECTOR	1.00	Director	$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	$1,176,868	$1,003,399	$881,403	$173,469
2024	$829,336	$649,200	$617,827	$180,136
2023	$492,255	$421,867	$454,331	$70,388
2022	$427,859	$406,935	$348,199	$20,924
2021	$412,907	$358,592	$332,828	$54,315
2020	$381,082	$345,637	$274,045	$35,445
2019	$310,994	$259,661	$229,174	$51,333
2018	$336,611	$253,449	$171,660	$83,162

NEW HAMPSHIRE FISCAL POLICY INSTITUTE