EDUCATION TAX POLICY INSTITUTE INC (EIN 311609511) - 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

1997

Legal Domicile

Principal Officer

TOM PERKINS

Phone

6145404000

Tax Period

2025-01-01 to 2025-12-31

Mission

TO EDUCATE AND ACT AS AN CLEARINGHOUSE FOR LEGISLATORS, STATE AND LOCAL POLICY MAKERS, THE MEDIA, AND THE PUBLIC ON THE POTENTIAL EFFECTS OF CHANGES TO TAX POLICY ON SCHOOL DISTRICTS AND OTHER LOCAL GOVERNMENT SERVICES IN OHIO.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $36,385

Other Expenses $44,698

TOTAL EXPENSES $44,698

Year-over-Year Comparison

	2025	2024	Change
Revenue	N/A	$27	-1.0%
Expenses	$44,698	$167,817	-0.7%
Net Income	N/A	$-167,790	N/A

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM PERKINS	PRESIDENT	N/A	Officer	$0	$0	$0
CASS FREELAND	VICE PRESIDE	N/A	Officer	$0	$0	$0
NICOLE PISCITANI	TREASURER	N/A	Officer	$0	$0	$0
MALANIA BIRNEY	SECRETARY	N/A	Officer	$0	$0	$0
KATHY DEMERS	TRUSTEE	N/A	Director	$0	$0	$0
MARK BOBO	TRUSTEE	N/A	Director	$0	$0	$0
PETER LOVE	TRUSTEE	N/A	Director	$0	$0	$0
JENNIFER HOGUE	TRUSTEE	N/A	Director	$0	$0	$0
ANTHONY PODOJIL	TRUSTEE	N/A	Director	$0	$0	$0
MELISSA CLARK	TRUSTEE	N/A	Director	$0	$0	$0
DAROLD JOHNSON	TRUSTEE	N/A	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	No data	$44,698	$115,835	No data
2024	No data	No data	No data	No data
2023	$125	$29,224	$329,781	$-29,099
2022	$199,389	$186,991	$356,325	$12,398
2021	$181,560	$104,067	$343,906	$77,493
2020	$126,776	$167,807	$266,697	$-41,031
2019	$164,429	$179,692	$307,360	$-15,263
2018	$162,907	$155,301	$322,623	$7,606

EDUCATION TAX POLICY INSTITUTE INC