INSTITUTE FOR PUBLIC STRATEGIES (EIN 330519874) - 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

1992

Legal Domicile

Principal Officer

Brenda Simmons

Phone

6194769100

Tax Period

2023-07-01 to 2024-06-30

INSTITUTE FOR PUBLIC STRATEGIES, founded in 1992, is a community nonprofit in the Health Care sector that reported $4.9M in total revenue in fiscal year 2023. Expenses of $4.6M left a modest 5% surplus.

Mission

to work alongside communities to build power, challenge systems of injustice, protect health, and improve quality of life.

🔒

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 (2023)

Revenue Breakdown

Contributions & Grants $4,872,294

Program Service Revenue $0

Investment Income $4,857

Other Revenue $751

TOTAL REVENUE $4,877,902

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,371,926

Fundraising Expenses $0

Program Expenses $3,842,645

Other Expenses $1,273,800

TOTAL EXPENSES $4,645,726

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,877,902	$4,721,410	+0.0%
Expenses	$4,645,726	$4,659,990	0.0%
Net Income	$232,176	$61,420	+2.8%

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

200

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

$385,824

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brenda Simmons	CEO	40.00	Officer	$146,352	$59,030	$205,382
TERRI L HOWEY	COO	40.00	Officer	$134,452	$45,990	$180,442
SARAH BLANCH	CSO	40.00		$109,598	$48,788	$158,386
ERIC COLLINS	VP PROGRAMS	40.00		$105,737	$47,880	$153,617
Marilyn Wexler	Chairperson	1.00	Officer Director	$0	$0	$0
Dana Sherrod	Director	1.00	Director	$0	$0	$0
SAM BECKNEL	Secretary	1.00	Officer Director	$0	$0	$0
Richard Yoast	President	1.00	Officer Director	$0	$0	$0
SARA COOLEY BROSCHART	Director	1.00	Director	$0	$0	$0
Vicki Luquette	Treasurer	1.00	Officer Director	$0	$0	$0
Kathy Smith-Wenning	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	No data	No data	No data	No data
2024	$4,877,902	$4,645,726	$3,249,015	$232,176
2023	$4,721,410	$4,659,990	$2,948,315	$61,420
2022	$3,623,151	$3,622,748	$1,375,159	$403
2021	$3,327,320	$3,338,221	$1,078,773	$-10,901
2020	$3,391,017	$3,387,338	$1,080,258	$3,679
2019	$3,284,703	$3,283,964	$1,092,310	$739
2018	$3,271,779	$3,277,724	$1,153,590	$-5,945

INSTITUTE FOR PUBLIC STRATEGIES