THE CONGRESSIONAL INSTITUTE INC (EIN 521504189) - 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

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 $3.2M in total revenue in fiscal year 2017.

Mission

THE CONGRESSIONAL INSTITUTE IS DEDICATED TO HELPING MEMBERS OF CONGRESS BETTER SERVE THE PUBLIC AND HELPING THE PUBLIC BETTER UNDERSTAND THE OPERATIONS OF THE NATIONAL LEGISLATURE. THE INSTITUTE SPONSORS MAJOR CONFERENCES FOR THE BENEFIT OF MEMBERS OF THE U.S. CONGRESS AS WELL AS A NUMBER OF SMALLER GATHERINGS, ALL DEVOTED TO AN EXAMINATION OF IMPORTANT POLICY ISSUES AND STRATEGIC PLANNING. THE INSTITUTE ALSO CONDUCTS IMPORTANT RESEARCH PROJECTS CONSISTENT WITH ITS MISSION, DEVELOPS RESOURCES SUCH AS A HOUSE FLOOR PROCEDURES MANUAL, AND HAS SPONSORED OXFORD-STYLE BIPARTISAN CONGRESSIONAL DEBATES.

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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 (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

$496,158

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK STRAND END 632023	PRESIDENT AND CEO	40.00	Officer Director	$435,158	$61,000	$496,158
KELLE STRICKLAND BEG 652023	PRESIDENT AND CEO	40.00	Officer Director	$0	$0	$0
BERRY TIM	DIRECTOR	1.00	Director	$0	$0	$0
BOCKORNY DAVE	DIRECTOR	1.00	Director	$0	$0	$0
BRADBURY ANNE	SECRETARY	1.00	Officer Director	$0	$0	$0
DUBOIS MARCEL	DIRECTOR	1.00	Director	$0	$0	$0
GATES BRUCE	DIRECTOR	1.00	Director	$0	$0	$0
HELLMANN RALPH	DIRECTOR	1.00	Director	$0	$0	$0
MORRIS-LENT BARBARA	DIRECTOR	1.00	Director	$0	$0	$0
SOMMERS MIKE	DIRECTOR	1.00	Director	$0	$0	$0
ST MARTIN JO-MARIE	DIRECTOR	1.00	Director	$0	$0	$0
BECKER BRENDA	CHAIR	2.00	Officer Director	$0	$0	$0
LOPER BRETT	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
DUNCAN DUANE	TREASURER	1.00	Officer Director	$0	$0	$0
POLING PARKER	DIRECTOR	1.00	Director	$0	$0	$0
DILL JENNIFER	OFFICE MANAGER	40.00	Highest	$105,079	$21,455	$126,534

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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$3,700,224	$4,083,384	$6,733,277	$-383,160
2022	$3,457,909	$4,297,129	$6,936,460	$-839,220
2021	$3,277,666	$3,151,912	$6,719,545	$125,754
2020	$3,352,299	$2,671,248	$6,176,232	$681,051
2019	$3,165,491	$2,219,409	$6,000,955	$946,082
2018	$3,160,405	$3,074,017	$4,962,572	$86,388

THE CONGRESSIONAL INSTITUTE INC