Center on Budget and Policy Priorities (EIN 521234565) - Form 990 Financial Analysis & Trantor Score

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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

1981

Legal Domicile

Principal Officer

Sharon Parrott

Phone

2024081080

Tax Period

2024-01-01 to 2024-12-31

Center on Budget and Policy Priorities, founded in 1981, is a mid-sized nonprofit in the Public & Societal Benefit sector that reported $52.5M in total revenue in fiscal year 2024. Revenue surged 63% from the prior year, signaling strong growth momentum. Expenses of $48.6M left a modest 8% surplus.

Mission

Conducting research and analysis to help promote greater public understanding of budget policies.

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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 $48,530,182

Program Service Revenue $913,179

Investment Income $3,079,239

Other Revenue $1,056

TOTAL REVENUE $52,523,656

Expense Breakdown

Grants Paid $10,726,910

Salaries & Benefits $24,133,488

Fundraising Expenses $1,955,066

Program Expenses $42,182,591

Other Expenses $13,714,651

TOTAL EXPENSES $48,575,049

Year-over-Year Comparison

	2024	2023	Change
Revenue	$52,523,656	$32,208,552	+0.6%
Expenses	$48,575,049	$44,312,883	+0.1%
Net Income	$3,948,607	$-12,104,331	-1.3%

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

201

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

$995,064

Total Directors

Key Employees

$547,190

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ken Apfel	Chair	1.00	Officer Director	$0	$0	$0
Henry Aaron	Treasurer	1.00	Officer Director	$0	$0	$0
Kim Wallace	Secretary	1.00	Officer Director	$0	$0	$0
Mayra E Alvarez	Director	1.00	Director	$0	$0	$0
Maria Cancian	Director	1.00	Director	$0	$0	$0
Henry A Coleman	Director	1.00	Director	$0	$0	$0
David de Ferranti	Director	1.00	Director	$0	$0	$0
James Jimenez	Director	1.00	Director	$0	$0	$0
Lili Lynton	Director	1.00	Director	$0	$0	$0
C Lynn McNair	Director	1.00	Director	$0	$0	$0
Ai-jen Poo	Director	1.00	Director	$0	$0	$0
Robert D Reischaer	Director	1.00	Director	$0	$0	$0
Samantha Tweedy	Director	1.00	Director	$0	$0	$0
Sharon Parrott	President	40.00	Officer	$352,602	$53,545	$406,147
Lisa Bornstein	COO and General Counsel thru 8/16/24	40.00	Officer	$295,093	$38,445	$333,538
Lynda Brooks	Chief Financial officer	40.00	Officer	$228,470	$26,909	$255,379
Shannon Spillane Buckingham	SVP Communications and Sr Counselor	40.00	Key Emp	$239,010	$51,210	$290,220
Peggy Bailey	Exec VP Policy & Program Development	40.00	Key Emp	$229,308	$27,662	$256,970
Ellen Nissenbaum	Senior VP - Government Affairs	40.00	Highest	$272,020	$31,264	$303,284
Charles Marr	VP - Federal Tax Policy	40.00	Highest	$240,239	$18,766	$259,005
Joel Friedman	Senior VP - Federal Fiscal Policy	40.00	Highest	$239,931	$43,363	$283,294
Allison Orris	Senior Fellow	40.00	Highest	$231,166	$29,696	$260,862
Michael Leachman	Senior Vice President of SFP	40.00	Highest	$229,380	$45,705	$275,085

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	$52,523,656	$48,575,049	$171,997,860	$3,948,607
2023	$32,208,552	$44,312,883	$163,943,457	$-12,104,331
2022	$80,451,696	$42,656,596	$172,859,656	$37,795,100
2021	$53,436,981	$49,106,106	$126,856,669	$4,330,875
2020	$46,780,757	$43,681,830	$118,657,908	$3,098,927
2019	$53,441,918	$41,492,640	$112,776,134	$11,949,278
2018	$33,207,509	$36,546,328	$90,192,963	$-3,338,819

Center on Budget and Policy Priorities