COMPETITIVE POLICY INSTITUTE (EIN 392223369) - 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

2025

Legal Domicile

Principal Officer

Dave Horwich

Phone

3124481627

Tax Period

2025-01-01 to 2025-12-31

COMPETITIVE POLICY INSTITUTE, founded in 2025, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.7M in total revenue in fiscal year 2025. The organization ran a surplus of $807K, a strong 49% operating margin.

Mission

i to promote and restore competition in policymaking by elevating substantive debates challenging group think and ensuring that diverse perspectives are not only heard but meaningfully engaged and tested; ii to reinvigorate our governing institutions and support the development of sustainable effective public policies through rigorous research strategic advocacy and bipartisan engagement; iii to research and study publish and distribute materials and media and to foster public discourse on and promote means to effect bipartisan collaboration policy innovation and democratic renewal; and iv to develop establish and or fund programs to effect such change in each case in order to promote and restore competition in policymaking.

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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 $1,655,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,655,000

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $702,979

Other Expenses $798,157

TOTAL EXPENSES $848,157

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,655,000	N/A	N/A
Expenses	$848,157	N/A	N/A
Net Income	$806,843	N/A	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
Jon Hoadley	Director	0.00	Director	$0	$0	$0
Heather Wier Vaught	Director	0.00	Director	$0	$0	$0
LaNita King	Director	0.00	Director	$0	$0	$0
David Horwich	DIrector and President	1.00	Officer	$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	$1,655,000	$848,157	$806,843	$806,843

COMPETITIVE POLICY INSTITUTE