The Tax Council Policy Institute (EIN 522067808) - 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

1997

Legal Domicile

Principal Officer

Lynda Walker

Phone

2028228062

Tax Period

2023-01-01 to 2023-12-31

The Tax Council Policy Institute, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $690K in total revenue in fiscal year 2023.

Mission

To study and discuss U.S. tax laws and 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 (2023)

Revenue Breakdown

Contributions & Grants $500,000

Program Service Revenue $177,700

Investment Income $12,733

Other Revenue $0

TOTAL REVENUE $690,433

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $564,793

Other Expenses $718,566

TOTAL EXPENSES $718,566

Year-over-Year Comparison

	2023	2022	Change
Revenue	$690,433	$676,169	+0.0%
Expenses	$718,566	$599,757	+0.2%
Net Income	$-28,133	$76,412	-1.4%

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

N/A

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

$599,896

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Urvi Doshi Sood	Chair	2.00	Officer Director	$0	$0	$0
Kevin Conway	Director	1.00	Director	$0	$0	$0
Morgan Crabtree	Director	1.00	Director	$0	$0	$0
Paul Nolan	Director	1.00	Director	$0	$0	$0
John Stowell	Director	1.00	Director	$0	$0	$0
Lynda Walker	Executive Director	20.00	Officer	$0	$106,210	$599,896
Debbie Siu	Director of Operations	10.00	Highest	$0	$15,054	$174,850

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	No data	No data	No data	No data
2023	$690,433	$718,566	$1,271,825	$-28,133
2022	$676,169	$599,757	$1,273,456	$76,412
2021	$624,580	$474,479	$1,229,294	$150,101
2020	$622,833	$623,226	$1,130,956	$-393
2019	$643,635	$597,466	$1,202,331	$46,169
2018	$575,858	$656,755	$1,349,484	$-80,897

The Tax Council Policy Institute