Bill of Rights Institute (EIN 480891418) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1979

Legal Domicile

Phone

7038941776

Tax Period

2024-01-01 to 2024-12-31

Bill of Rights Institute, founded in 1979, is a community nonprofit in the Unknown sector that reported $4.7M in total revenue in fiscal year 2018.

Mission

The Bill of Rights Institute teaches history and civics with content and programs for teachers and students.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $9,300,929

Program Service Revenue $321,800

Investment Income $84,783

Other Revenue $44,137

TOTAL REVENUE $9,751,649

Expense Breakdown

Grants Paid $764,111

Salaries & Benefits $5,616,417

Fundraising Expenses $1,677,622

Program Expenses $6,675,372

Other Expenses $3,310,916

TOTAL EXPENSES $9,691,444

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,751,649	$8,928,624	+0.1%
Expenses	$9,691,444	$8,827,680	+0.1%
Net Income	$60,205	$100,944	-0.4%

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

$1,071,914

Total Directors

Key Employees

$599,400

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Charles Widger	Director	1.0	Director	$0	$0	$0
Kristina Arriaga	Director	1.0	Director	$0	$0	$0
Mark Humphrey	Director	1.0	Director	$0	$0	$0
Ryan Stowers	Chairman	1.0	Director	$0	$0	$0
Todd Zywicki	Director/Secretary	1.0	Director	$0	$0	$0
Adam Cushing	COO and Treasurer	45.0	Officer	$261,105	$57,337	$318,442
David Bobb	CEO and President	45.0	Officer	$398,893	$53,420	$452,313
Stan Swim	Chief Program Officer	45.0	Officer	$244,678	$56,481	$301,159
Anthony Simone	Vice President, Development	45.0	Key Emp	$171,084	$18,189	$189,273
Joanne McKinney	Vice President, Human Resources	45.0	Key Emp	$183,777	$39,698	$223,475
Kevin Hart	Vice President, Communications	45.0	Key Emp	$176,564	$10,088	$186,652
Jennifer Seal	Director, Strategic Partnerships	40.0	Highest	$128,624	$18,677	$147,301
Kirk Higgins	Sr. Director, Content	40.0	Highest	$125,223	$29,259	$154,482
Michael Torres	Director, Business Operations	40.0	Highest	$124,970	$15,956	$140,926
Rachel Davison Humphries	Sr. Director, Civic Learning Initiatives	40.0	Highest	$124,173	$38,310	$162,483
Scott Knowles	Director, Finance	40.0	Highest	$130,214	$19,391	$149,605

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	$9,751,649	$9,691,444	$7,589,798	$60,205
2023	$8,928,624	$8,827,680	$7,687,823	$100,944
2022	$7,687,126	$8,120,588	$6,457,032	$-433,462
2021	$9,362,557	$7,971,975	$5,390,472	$1,390,582
2020	$6,780,579	$6,709,418	$3,832,880	$71,161
2019	$5,746,237	$5,281,873	$3,695,781	$464,364
2018	$4,747,366	$4,940,502	$2,847,132	$-193,136

Bill of Rights Institute