INSTITUTE FOR STRATEGIC POLICY SOLUTIONS

EIN: 453194848 501(c)(3) Education

ST PETERSBURG, FL

Total Revenue
$798,037
Total Expenses
$783,070
Total Assets
$15,782,012
Net Assets
$15,601,549
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2011
Legal Domicile
FL
Principal Officer
KIMBERLY JACKSON
Phone
7273946251
Tax Period
2024-04-01 to 2025-03-31

INSTITUTE FOR STRATEGIC POLICY SOLUTIONS, founded in 2011, is a small nonprofit in the Education sector that reported $798K in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Net assets of $15.6M represent 235 months of operating reserves.

Mission

A FORUM AND CENTER FOR LEARNING AND SCHOLARLY PUBLIC DISCOURSE ON KEY CIVIC MATTERS WHICH MAY BE LOCAL, REGIONAL, OR INTERNATIONAL IN SCOPE AND IMPACT.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $13,800
Program Service Revenue $0
Investment Income $784,237
Other Revenue $0
TOTAL REVENUE $798,037

Expense Breakdown

Grants Paid $0
Salaries & Benefits $516,210
Fundraising Expenses $71,653
Program Expenses $314,653
Other Expenses $266,860
TOTAL EXPENSES $783,070

Year-over-Year Comparison

2024 2023 Change
Revenue $798,037 $682,524 +0.2%
Expenses $783,070 $602,468 +0.3%
Net Income $14,967 $80,056 -0.8%
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

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Governance

Voting Members
14
Independent Members
14
Employees
N/A
Volunteers
51

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
3
$254,311
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LEE ALLEN BOARD MEMBER 1.00
Director
$0 $0 $0
BRETT BINA BOARD MEMBER 1.00
Director
$0 $0 $0
JO-LYNN BROWN BOARD MEMBER 1.00
Director
$0 $0 $0
KATIE COLE BOARD MEMBER 1.00
Director
$0 $0 $0
NIKKI GASKIN-CAPEHART BOARD MEMBER 1.00
Director
$0 $0 $0
GERSHOM FAULKER BOARD MEMBER 1.00
Director
$0 $0 $0
MICHELLE GRIMSLEY BOARD MEMBER 1.00
Director
$0 $0 $0
ALYSEN HEIL CHAIR 1.00
Officer Director
$0 $0 $0
KIMBERLY JACKSON SECRETARY/EX 40.00
Officer
$0 $17,200 $111,526
ADAM DAVID JOHNSON BOARD MEMBER 1.00
Director
$0 $0 $0
VALERIE LAVIN BOARD MEMBER 1.00
Director
$0 $0 $0
DANIEL MAGERAS BOARD MEMBER 1.00
Director
$0 $0 $0
MIKE MEIGS TREASURER 1.00
Officer
$0 $15,943 $142,785
ELIZABETH SEMBLER BOARD MEMBER 1.00
Director
$0 $0 $0
MARK STRICKLAND BOARD MEMBER 1.00
Director
$0 $0 $0
TARRUCK WHEELER BOARD MEMBER 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 $798,037 $783,070 $15,782,012 $14,967
2024 $682,524 $602,468 $15,569,127 $80,056
2024 $682,524 $602,468 $15,569,127 $80,056
2024 $682,524 $602,468 $15,569,127 $80,056
2023 $164,201 $580,074 $14,313,021 $-415,873
2022 $14,300,547 $392,671 $14,333,423 $13,907,876
2021 $441,712 $280,966 $422,079 $160,746
2020 $325,624 $322,124 $260,338 $3,500
2019 $407,765 $334,867 $260,996 $72,898
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