EDWARD M KENNEDY INSTITUTE FOR THE UNITED STATES SENATE INC (EIN 270963869) - 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

2009

Legal Domicile

Principal Officer

ADAM HINDS

Phone

6177407000

Tax Period

2023-01-01 to 2023-12-31

EDWARD M KENNEDY INSTITUTE FOR THE UNITED STATES SENATE INC, founded in 2009, is a community nonprofit in the Arts, Culture & Humanities sector that reported $6.7M in total revenue in fiscal year 2023. Revenue decreased 6% compared to the prior year. Net assets of $64.7M represent 116 months of operating reserves.

Mission

THE EDWARD M. KENNEDY INSTITUTE IS A NONPARTISAN, CIVIC EDUCATION ORGANIZATION THAT ENGAGES STUDENTS AND VISITORS IN CONVERSATIONS ABOUT THE ESSENTIAL ROLE EACH PERSON PLAYS IN OUR DEMOCRACY AND IN OUR SOCIETY.

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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 $5,365,174

Program Service Revenue $27,672

Investment Income $1,089,422

Other Revenue $214,191

TOTAL REVENUE $6,696,459

Expense Breakdown

Grants Paid $500

Salaries & Benefits $2,046,959

Fundraising Expenses $917,231

Program Expenses $3,643,504

Other Expenses $4,591,038

TOTAL EXPENSES $6,638,497

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,696,459	$7,102,356	-0.1%
Expenses	$6,638,497	$5,831,524	+0.1%
Net Income	$57,962	$1,270,832	-1.0%

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

$281,306

Total Directors

$281,306

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE PERCELAY	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
WILLIAM MO COWAN	FINANCE/AUDIT/INV COMMITTEE CHAIR	2.00	Officer Director	$0	$0	$0
ANDREW CARD JR	DIRECTOR (TO 12/23)	2.00	Director	$0	$0	$0
BARBARA A SOULIOTIS	DIRECTOR (TO 12/23)	2.00	Director	$0	$0	$0
ROBERT SHRUM	DEVELOPMENT & MARKETING COMMITTEE CHAIR (AS 12/23)	2.00	Officer Director	$0	$0	$0
CHRISTOPHER DODD	DIRECTOR	2.00	Director	$0	$0	$0
CODY KEENAN	DIRECTOR	2.00	Director	$0	$0	$0
FRED A SEIGEL	DIRECTOR (TO 12/23)	2.00	Director	$0	$0	$0
HENRY M THOMAS III	DIRECTOR (TO 12/23)	2.00	Director	$0	$0	$0
JOE KENNEDY III	NOMINATING COMMITTEE CHAIR (AS OF 12/23)	2.00	Officer Director	$0	$0	$0
LINDA DORCENA FORRY	PROGRAMS, PARTNERSHIPS & COLL COMMITTEE CHAIR	2.00	Director	$0	$0	$0
MARCELO SUAREZ-OROZCO	DIRECTOR	2.00	Director	$0	$0	$0
MARTIN MEEHAN	DIRECTOR	2.00	Director	$0	$0	$0
PATRICK KENNEDY	DIRECTOR	2.00	Director	$0	$0	$0
RANNY COOPER	DIRECTOR (TO 12/23)	2.00	Director	$0	$0	$0
STEPHANIE CUTTER	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS A DASCHLE	DIRECTOR	2.00	Director	$0	$0	$0
MARTIN LUTHER KING III	DIRECTOR (TO 12/23)	2.00	Director	$0	$0	$0
JOHN E SUNUNU	DIRECTOR	2.00	Director	$0	$0	$0
ADAM HINDS	CEO	36.00	Officer Director	$279,152	$2,154	$281,306
BARBARA BOXER	DIRECTOR (AS OF 12/23)	2.00	Director	$0	$0	$0
SAXBY CHAMBLISS	DIRECTOR (AS OF 12/23)	2.00	Director	$0	$0	$0
CORY GARDNER	DIRECTOR (AS OF 12/23)	2.00	Director	$0	$0	$0
MEL MARTINEZ	DIRECTOR (AS OF 12/23)	2.00	Director	$0	$0	$0
EILEEN DRISCOLL	CAPE HOUSE PROJECT MANAGER	36.00	Highest	$123,216	$3,961	$127,177
JOHN FOX	DIRECTOR OF IT	36.00	Highest	$116,907	$7,537	$124,444
LAUREN JANES	DIRECTOR OF INSTITUTE AND COMMUNITY EVENTS	36.00	Highest	$114,417	$3,927	$118,344
DARSHAN GOUX	CHIEF PROGRAM OFFICER	36.00	Highest	$127,988	$3,378	$131,366
SARAH YEZZI	DIRECTOR OF EDUCATION	36.00	Highest	$113,762	$10,532	$124,294

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	$6,696,459	$6,638,497	$117,221,220	$57,962
2022	$7,102,356	$5,831,524	$115,177,609	$1,270,832
2021	$3,733,081	$5,833,943	$123,530,650	$-2,100,862
2020	$1,920,508	$6,907,770	$124,855,214	$-4,987,262
2019	$8,500,885	$9,762,153	$67,339,973	$-1,261,268
2018	$2,974,771	$9,512,511	$66,366,602	$-6,537,740

EDWARD M KENNEDY INSTITUTE FOR THE UNITED STATES SENATE INC