THE SYCAMORE INSTITUTE INC

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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

2015

Legal Domicile

Principal Officer

BRIAN STRAESSLE

Phone

6156800047

Tax Period

2024-01-01 to 2024-12-31

THE SYCAMORE INSTITUTE INC, founded in 2015, is a small nonprofit in the Public & Societal Benefit sector that reported $856K in total revenue in fiscal year 2024. Expenses of $829K left a modest 3% surplus.

Mission

TO PROVIDE ACCESSIBLE, RELIABLE DATA AND RESEARCH IN PURSUIT OF SOUND, SUSTAINABLE POLICIES THAT IMPROVE THE LIVES OF ALL TENNESSEANS.

Program Service Accomplishments

Program 1

Expenses: $722,456

THE SYCAMORE INSTITUE IS AN INDEPENDENT, NONPARTISAN PUBLIC POLICY RESEARCH CENTER THAT EXISTS TO HELP POLICYMAKERS, THE MEDIA, AND THE PUBLIC UNDERSTAND COMPLEX ISSUES THAT AFFECT AND CONNECT...

THE SYCAMORE INSTITUE IS AN INDEPENDENT, NONPARTISAN PUBLIC POLICY RESEARCH CENTER THAT EXISTS TO HELP POLICYMAKERS, THE MEDIA, AND THE PUBLIC UNDERSTAND COMPLEX ISSUES THAT AFFECT AND CONNECT TENNESSEANS HEALTH AND PROSPERITY. CRAFTING PUBLIC POLICY IS A CONTINUOUS, ITERATIVE PROCESS THAT CALLS FOR STAKEHOLDERS WITH DIVERSE VIEWPOINTS TO WORK TOGETHER. THE CONNECTIONS BETWEEN HEALTH, PROSPERITY, AND PUBLIC POLICY ARE COMPLICATED, NUANCED, AND WIDE-RANGING. MOVING THE NEEDLE TOWARD A HEALTHIER AND MORE PROSPEROUS TENNESSEE REQUIRES THOUGHTFUL ANALYSIS AND TAKING THE LONG VIEW. BY PROVIDING RELIABLE INFORMATION AND ENGAGING WITH EVERYONE, SYCAMORE HELPS TENNESSEANS OF ALL POLITICAL STRIPES UNCOVER THE FACTS TO SOLVE PROBLEMS.

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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 $748,540

Program Service Revenue $26,745

Investment Income $19,249

Other Revenue $61,415

TOTAL REVENUE $855,949

Expense Breakdown

Grants Paid $0

Salaries & Benefits $593,792

Fundraising Expenses $41,331

Program Expenses $722,456

Other Expenses $235,287

TOTAL EXPENSES $829,079

Year-over-Year Comparison

	2024	2023	Change
Revenue	$855,949	$834,850	+0.0%
Expenses	$829,079	$733,758	+0.1%
Net Income	$26,870	$101,092	-0.7%

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

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

$158,348

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN STRAESSLE	EXECUTVE DIRECTOR	40.00	Officer	$146,153	$12,195	$158,348
AMANDA SPEARS	DEPUTY DIRECTOR	40.00	Highest	$122,822	$11,447	$134,269
SHEILA CALLOWAY	DIRECTOR	1.00	Director	$0	$0	$0
KERRY HAYES	DIRECTOR	1.00	Director	$0	$0	$0
DOUG OVERBEY	DIRECTOR	1.00	Director	$0	$0	$0
KAREN PERSHING	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE HAFNER	PRESIDENT	2.00	Officer Director	$0	$0	$0
DEIDRE MALONE	SECRETARY	2.00	Officer Director	$0	$0	$0
MATT MARSHALL	TREASURER	2.00	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	$855,949	$829,079	$1,129,023	$26,870
2023	$834,850	$733,758	$788,051	$101,092
2022	$732,194	$759,326	$801,812	$-27,132
2021	$605,162	$661,559	$523,690	$-56,397
2020	$768,224	$637,237	$595,456	$130,987
2019	$665,962	$568,709	$454,338	$97,253
2018	$264,318	$524,361	$357,108	$-260,043