THE THOMAS JEFFERSON INSTITUTE FOR PUBLIC POLICY

EIN: 510280185 501(c)(3)

ROUND HILL, VA

Total Revenue
$210,084
Total Expenses
$434,353
Total Assets
$96,796
Net Assets
$96,588
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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
1996
Legal Domicile
VA
Principal Officer
DERRICK MAX
Phone
7034409447
Tax Period
2023-01-01 to 2023-12-31

THE THOMAS JEFFERSON INSTITUTE FOR PUBLIC POLICY, founded in 1996, is a small nonprofit that reported $210K in total revenue in fiscal year 2023. Revenue fell 59% from the prior year — a significant decline worth monitoring. Expenses of $434K exceeded revenue, resulting in a 107% operating deficit.

Mission

RESEARCH AND EDUCATION ON PUBLIC POLICY ISSUES.

Program Service Accomplishments

Program 1
Expenses: $266,904 Revenue: $4,444

CREATED, PREPARED AND PUBLISHED RESEARCH STUDIS AND REPORTS ON PUBLIC POLICY ISSUES. PARTICIPATED IN FOCUS GROUPS, CONFERENCES, PUBLIC MEETINGS, POLICY DEBATES AND SPEAKING ENGAGEMENTS.

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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 (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

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Governance

Voting Members
6
Independent Members
6
Employees
4
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
2
$83,333
Total Directors
8
$83,333
Key Employees
0
$0
Highest Compensated
0
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
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