KANSAS VALUES INSTITUTE

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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

2011

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

KANSAS VALUES INSTITUTE, founded in 2011, is a small nonprofit in the Community Improvement sector that reported $818K in total revenue in fiscal year 2023. Revenue fell 96% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $309K, a strong 38% operating margin.

Mission

TO PROMOTE TRADITIONAL KANSAS VALUES THROUGH RESEARCH AND ANALYSIS AND INFORMATION PROJECTS THAT REACH THE PUBLIC AND OPINION LEADERS.

Program Service Accomplishments

Program 1

Expenses: $230,553

PUBLIC EDUCATION AND ADVOCACY-THE INSTITUTE UNDERTOOK SEVERAL ISSUE ADVOCACY AND PUBLIC EDUCATION PROJECTS IN 2023. THE METHODS USED FOR REACHING OPINION LEADERS AND THE PUBLIC INCLUDED GRASSROOTS...

PUBLIC EDUCATION AND ADVOCACY-THE INSTITUTE UNDERTOOK SEVERAL ISSUE ADVOCACY AND PUBLIC EDUCATION PROJECTS IN 2023. THE METHODS USED FOR REACHING OPINION LEADERS AND THE PUBLIC INCLUDED GRASSROOTS OUTREACH, TARGETED ISSUE AWARENESS EFFORTS, SOCIAL MEDIA AND WORK WITH PRINT/BROADCAST MEDIA. SOME OF THE POLICY TOPICS COVERED INCLUDED THE NEED FOR MEDICAID EXPANSION AND THE CONTINUED IMPACT TO LOCAL COMMUNITIES AND HOSPITALS, A STRONG PUBLIC EDUCATION SYSTEM AND THE IMPORTANCE OF THE MERIT SELECTION SYSTEM FOR ENSURING FAIR AND IMPARTIAL COURTS. THE ORGANIZATION ALSO ADDRESSED A NUMBER OF PUBLIC FISCAL ISSUES, INCLUDING: RESPONSIBLE TAX POLICY, KEEPING JOBS IN KANSAS AND THE NEED FOR RESPONSIBLE BUDGETING. THE TOTAL EXPENSES ALLOCABLE FOR THESE ACTIVITIES WERE APPROXIMATELY $76,553. THERE WAS NO REVENUE ASSOCIATED WITH THESE ACTIVITIES.

Program 2

Expenses: $2,246

RESEARCH-THE INSTITUTE UNDERTOOK LIMITED RESEARCH AND PUBLIC OPINION POLLING ON THE PUBLICS ATTITUTE TOWARD A NUMBER OF PUBLIC INTEREST ISSUES SUCH AS: THE NEED FOR INCREASED EDUCATION FUNDING, THE STATE OF KANSAS ECONOMY AND THE ECONOMIC IMPACT OF SPECIFIC BUDGET AND TAX POLICIES ON KANSANS. THE ORGANIZATION ALSO RESEARCHED THE IMPORTANCE OF INFRASTRUCTURE INVESTMENT FOR ROADS AND BRIDGES, THE IMPORTANCE OF THE MERIT SELECTION SYSTEM FOR ENSURING FAIR AND IMPARTIAL COURTS AND THE NEED FOR MEDICAID EXPANSION AND HOW IT IMPACTS LOCAL COMMUNITIES AND HOSPITALS. THE RESEARCH SUPPORTED THE PUBLIC EDUCATION AND ADVOCACY ACTIVITIES NOTED ABOVE. THE TOTAL EXPENSES ALLOCABLE FOR THE RESEARCH ACTIVITIES WERE APPROXIMATELY $2,246. THERE WAS NO REVENUE ASSOCIATED WITH THESE ACTIVITIES.

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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 $810,599

Program Service Revenue $0

Investment Income $7,227

Other Revenue $0

TOTAL REVENUE $817,826

Expense Breakdown

Grants Paid $154,000

Salaries & Benefits $241,512

Fundraising Expenses $0

Program Expenses $232,799

Other Expenses $112,829

TOTAL EXPENSES $508,341

Year-over-Year Comparison

	2023	2022	Change
Revenue	$817,826	$22,960,798	-1.0%
Expenses	$508,341	$23,402,289	-1.0%
Net Income	$309,485	$-441,491	-1.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EVAN GATES	EMPLOYEE	40.00	Highest	$141,246	$0	$141,246
ANN GATES	TREASURER	1.00	Officer Director	$0	$0	$0
DAN WATKINS	CHAIR	3.00	Officer Director	$0	$0	$0
SHARON ROSE	VICE-CHAIRSECRETARY	1.00	Officer 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	No data	No data	No data	No data
2023	$817,826	$508,341	$858,377	$309,485
2022	$22,960,798	$23,402,289	$548,892	$-441,491
2021	$461,617	$390,228	$990,383	$71,389
2020	$2,602,290	$1,955,815	$918,994	$646,475
2019	$130,824	$375,238	$272,519	$-244,414
2018	$6,589,621	$6,072,726	$516,933	$516,895