INSTITUTE FOR WOMEN'S POLICY RESEARCH (EIN 521549572) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

JAMILA TAYLOR

Phone

2027855100

Tax Period

2023-07-01 to 2024-06-30

INSTITUTE FOR WOMEN'S POLICY RESEARCH, founded in 1987, is a community nonprofit that reported $6.5M in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Net assets of $14.9M represent 28 months of operating reserves.

Mission

SEE PART III, LINE 1.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $6,224,881

Program Service Revenue $0

Investment Income $265,936

Other Revenue $1,372

TOTAL REVENUE $6,492,189

Expense Breakdown

Grants Paid $2,017

Salaries & Benefits $4,445,870

Fundraising Expenses $235,246

Program Expenses $5,699,161

Other Expenses $2,494,262

TOTAL EXPENSES $6,942,149

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,492,189	$7,954,839	-0.2%
Expenses	$6,942,149	$6,665,343	+0.0%
Net Income	$-449,960	$1,289,496	-1.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$1,088,597

Total Directors

$365,707

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAISY CHIN-LOR	PRES. & CEO TRANS. BOARD MEM. (2/24)	37.50	Officer Director	$356,417	$9,290	$365,707
PAULA SAMMONS	CHAIRPERSON	7.00	Officer Director	$0	$0	$0
ANNE MOSLE	VICE CHAIR	7.00	Officer Director	$0	$0	$0
JOAN MARSH	TREASURER	7.00	Officer Director	$0	$0	$0
BETH GRUPP	BOARD MEMBER	2.00	Director	$0	$0	$0
DARRICK HAMILTON	BOARD MEMBER	2.00	Director	$0	$0	$0
KRISTIN ROWE-FINKBEINER	BOARD MEMBER	2.00	Director	$0	$0	$0
HILARY DOE	BOARD MEMBER	2.00	Director	$0	$0	$0
ROBYN WATSON ELLERBE	CHIEF STRATEGY OFFICER	37.50	Officer	$246,389	$26,738	$273,127
ISAAC M MINTZ	VP OF FINANCE & ADMIN.	37.50	Officer	$184,003	$20,922	$204,925
STEPHANIE A OSBORN	CHIEF OPER. OFFICER (UNTIL 3/22/24)	37.50	Officer	$212,152	$32,686	$244,838
JAMILA TAYLOR	PRESIDENT AND CEO (START 1/31/24)	37.50	Officer	$0	$0	$0
AFET DUNDAR	SENIOR RESEACH DIRECTOR	37.50	Highest	$155,936	$14,438	$170,374
NINA BESSER DOORLEY	VICE PRESIDENT OF POLICY AND STRATEGIC INITIATIVES	37.50	Highest	$145,865	$14,709	$160,574
RYAN KOCH	SR DIR. OF GRANTS & CONTRA	37.50	Highest	$124,186	$16,208	$140,394
ARIANE HEGEWISCH	SENIOR RESEARCH FELLOW	37.50	Highest	$145,659	$7,655	$153,314
C NICOLE MASON	FORMER OFFICER	37.50		$412,885	$31,409	$444,294

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	$6,492,189	$6,942,149	$17,145,779	$-449,960
2024	$6,492,189	$6,942,149	$17,145,779	$-449,960
2023	$7,954,839	$6,665,343	$18,427,103	$1,289,496
2022	$10,106,680	$4,701,752	$17,100,726	$5,404,928
2021	$4,244,616	$4,167,852	$5,634,875	$76,764
2020	$4,099,991	$4,141,747	$6,565,715	$-41,756
2019	$4,856,582	$3,851,319	$4,452,808	$1,005,263
2019	$4,808,105	$3,811,254	$4,449,713	$996,851

INSTITUTE FOR WOMEN'S POLICY RESEARCH