POLICY MATTERS OHIO

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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

2000

Principal Officer

HANNAH HALBERT

Phone

2163619801

Tax Period

2024-01-01 to 2024-12-31

POLICY MATTERS OHIO, founded in 2000, is a community nonprofit in the Social Science sector that reported $1.5M in total revenue in fiscal year 2024. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $1.6M exceeded revenue, resulting in a 10% operating deficit.

Mission

CONDUCTING RESEARCH TO CREATE A MORE PROSPEROUS, EQUITABLE, SUSTAINABLE AND INCLUSIVE OHIO.

Program Service Accomplishments

Program 1

Expenses: $1,302,806

IN 2024, POLICY MATTERS OHIO RELEASED 110 REPORTS, BLOGS, BRIEFS AND OTHER PUBLICATIONS AND GENERATED 859 PRESS HITS, ENSURING THAT ACCURATE, COMPELLING RESEARCH ON HOW STATE POLICY CAN MAKE OHIO A MORE VIBRANT, EQUITABLE, SUSTAINABLE AND INCLUSIVE STATE WAS PART OF THE PUBLIC DEBATE. THE ORGANIZATION PROVIDED 124 INFORMATIVE PRESENTATIONS TO GROUPS ACROSS OHIO TO OVER 4,400 PEOPLE, AND REMAINS ACTIVE IN MULTIPLE LOCAL, STATEWIDE, AND NATIONAL COALITIONS. THROUGH RESEARCH AND ADVOCACY POLICY MATTERS CONTINUED TO HIGHLIGHT THE NEED FOR REVENUE AND AN EQUITABLE TAX CODE, PAYING WORKERS A FAIR WAGE, ACCESSIBLE PATHWAYS TO GOOD UNION JOBS, ADEQUATE PUBLIC CHILDCARE FUNDING THAT PAYS A FAIR WAGE TO WORKERS, ADEQUATE AND FAIR PUBLIC SCHOOL FUNDING, EXPANDED CRISIS RESPONSE SERVICES, AN END TO UNJUST FINES & FEES, AFFORDABLE AND ACCESSIBLE HEALTH CARE, AND ENERGY AND ENVIRONMENTAL POLICIES THAT ENSURE PUBLICLY-FUNDED PROJECTS PROTECT AND BENEFIT COMMUNITIES. OUR RESEARCH AND ADVOCACY HELPED PAVE THE WAY FOR LEGISLATION GUARANTEEING A PAYSTUB FOR ALL OHIO WORKERS, THE ELIMINATION OF SOME DEBT-RELATED DRIVER'S LICENSE SUSPENSIONS, AND DEFENSIVE WORK TO STAVE OFF BAD PROPERTY TAX LIMITATIONS, CAPS, AND FREEZES.

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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 $1,396,250

Program Service Revenue $0

Investment Income $62,455

Other Revenue $7,061

TOTAL REVENUE $1,465,766

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,228,209

Fundraising Expenses $81,782

Program Expenses $1,302,806

Other Expenses $390,688

TOTAL EXPENSES $1,618,897

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,465,766	$2,332,975	-0.4%
Expenses	$1,618,897	$1,380,324	+0.2%
Net Income	$-153,131	$952,651	-1.2%

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

$122,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HANNAH HALBERT	EXECUTIVE DI	50.00	Officer	$122,500	$0	$122,500
ROLAND V ANGLIN	DIRECTOR	1.00	Director	$0	$0	$0
EMILY BROWN	DIRECTOR	1.00	Director	$0	$0	$0
CLAUDIA CORTEZ	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA CROPPER	CHAIR	1.00	Officer Director	$0	$0	$0
LEONARD DICOSIMO	DIRECTOR	1.00	Director	$0	$0	$0
KAMLA LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
SARAH LOWRY	DIRECTOR	1.00	Director	$0	$0	$0
JEFF RECHENBACH	DIRECTOR	1.00	Director	$0	$0	$0
TELANGE THOMAS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KATRICE WILLIAMS	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
2024	$1,465,766	$1,618,897	$3,131,400	$-153,131
2023	$2,332,975	$1,380,324	$3,265,323	$952,651
2022	$2,135,261	$1,743,906	$2,312,610	$391,355
2021	$2,196,359	$1,537,930	$1,905,673	$658,429
2020	$1,673,311	$1,353,060	$1,244,762	$320,251
2019	$1,478,869	$1,399,179	$926,732	$79,690
2018	$1,218,634	$1,249,977	$837,339	$-31,343