THE THOMAS JEFFERSON INSTITUTE FOR PUBLIC POLICY (EIN 510280185) - 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

1996

Legal Domicile

Principal Officer

DERRICK MAX

Phone

7034409447

Tax Period

2023-01-01 to 2023-12-31

THE THOMAS JEFFERSON INSTITUTE, founded in 1996, is a small nonprofit that reported $454K in total revenue in fiscal year 2019. Revenue surged 142% from the prior year, signaling strong growth momentum. The organization ran a surplus of $241K, a strong 53% operating margin.

Mission

RESEARCH AND EDUCATION ON PUBLIC POLICY ISSUES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $205,623

Program Service Revenue $4,444

Investment Income $17

Other Revenue $0

TOTAL REVENUE $210,084

Expense Breakdown

Grants Paid $0

Salaries & Benefits $225,312

Fundraising Expenses $36,150

Program Expenses $266,904

Other Expenses $209,041

TOTAL EXPENSES $434,353

Year-over-Year Comparison

	2023	2022	Change
Revenue	$210,084	$512,103	-0.6%
Expenses	$434,353	$296,773	+0.5%
Net Income	$-224,269	$215,330	-2.0%

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

$83,333

Total Directors

$83,333

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DERRICK MAX	PRESIDENT	58.00	Officer Director	$83,333	$0	$83,333
WILLIAM J HOWELL	CHAIRMAN	1.00	Officer Director	$0	$0	$0
STEPHAN CASSADAY	DIRECTOR	0.50	Director	$0	$0	$0
RICHARD DUVALL	DIRECTOR	0.50	Director	$0	$0	$0
PETER LIPSETT	DIRECTOR	0.50	Director	$0	$0	$0
KRISTI WAY	DIRECTOR	0.50	Director	$0	$0	$0
ROBERT L HARTWELL	DIRECTOR	0.50	Director	$0	$0	$0
GERARD ROBINSON	DIRECTOR	0.50	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
2023	$210,084	$434,353	$96,796	$-224,269
2022	$512,103	$296,773	$327,292	$215,330
2021	$231,786	$245,121	$108,100	$-13,335
2020	$169,762	$232,917	$124,810	$-63,155
2019	$453,979	$213,311	$203,575	$240,668

THE THOMAS JEFFERSON INSTITUTE FOR PUBLIC POLICY