THE CONGRESSIONAL 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

1987

Legal Domicile

Principal Officer

KELLE STRICKLAND

Phone

7038378812

Tax Period

2022-07-01 to 2023-06-30

THE CONGRESSIONAL INSTITUTE INC, founded in 1987, is a community nonprofit that reported $3.7M in total revenue in fiscal year 2022. Expenses of $4.1M exceeded revenue, resulting in a 10% operating deficit.

Mission

THE CONGRESSIONAL INSTITUTE IS DEDICATED TO HELPING MEMBERS OF CONGRESS BETTER SERVE THE PUBLIC. THE CONGRESSIONAL INSTITUTE ACCOMPLISHES THIS PURPOSE THROUGH VARIOUS MEANS, INCLUDING THE ORGANIZATION, PROMOTION, AND PRESENTATION OF EDUCATIONAL CONFERENCES.

Program Service Accomplishments

Program 1

Expenses: $1,269,799 Revenue: $336,592

CONGRESS OF TOMORROW HOUSE RETREAT: SPONSORED SINCE THE INSTITUTE'S FOUNDING IN 1987. THIS ISSUE AND PLANNING PROGRAM IS ATTENDED BY MEMBERS OF THE HOUSE OF REPRESENTATIVES AND SENIOR STAFF.

Program 2

Expenses: $215,645 Revenue: $109,046

LEADERSHIP RETREATS: THE CONGRESSIONAL INSTITUTE SPONSORS ANNUAL RETREATS FOR THE ELECTED LEADERSHIP OF THE U.S. HOUSE OF REPRESENTATIVES. AT THIS MEETING, CONGRESSIONAL LEADERS HAVE AN OPPORTUNITY AWAY FROM WASHINGTON TO DISCUSS IN DEPTH AND EXPAND THEIR KNOWLEDGE OF THE CRITICAL ISSUES FACING CONGRESS AND THE NATION.

Program 3

Expenses: $625,223 Revenue: $22,068

STAFF RETREAT: A UNIQUE 2-DAY FORUM WHERE HOUSE PERSONAL OFFICE CHIEFS OF STAFF, COMMITTEE STAFF DIRECTORS, AND KEY STAFF FROM LEADERSHIP OFFICES GATHER TO LEARN, COMMUNICATE, AND NETWORK ON THE...

STAFF RETREAT: A UNIQUE 2-DAY FORUM WHERE HOUSE PERSONAL OFFICE CHIEFS OF STAFF, COMMITTEE STAFF DIRECTORS, AND KEY STAFF FROM LEADERSHIP OFFICES GATHER TO LEARN, COMMUNICATE, AND NETWORK ON THE CHALLENGES AND REWARDS OF MANAGING CONGRESSIONAL OFFICES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,641,873

Investment Income $-41,569

Other Revenue $99,920

TOTAL REVENUE $3,700,224

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,080,578

Fundraising Expenses $0

Program Expenses $2,525,391

Other Expenses $3,002,806

TOTAL EXPENSES $4,083,384

Year-over-Year Comparison

	2022	2021	Change
Revenue	$3,700,224	$3,457,909	+0.1%
Expenses	$4,083,384	$4,297,129	0.0%
Net Income	$-383,160	$-839,220	-0.5%

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

$496,158

Total Directors