GEORGIA BUDGET AND POLICY INSTITUTE INC (EIN 550860376) - 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

2004

Legal Domicile

Principal Officer

SUSAN E NEUGENT

Phone

4044201324

Tax Period

2023-01-01 to 2023-12-31

GEORGIA BUDGET AND POLICY INSTITUTE INC, founded in 2004, is a community nonprofit in the Public & Societal Benefit sector that reported $2.3M in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring. Expenses of $3.0M exceeded revenue, resulting in a 28% operating deficit.

Mission

The Georgia Budget and Policy Institutes mission is to advance lasting solutions that expand economic opportunity and well-being for all Georgians.

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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 $2,285,146

Program Service Revenue $40,950

Investment Income $18,000

Other Revenue $0

TOTAL REVENUE $2,344,096

Expense Breakdown

Grants Paid $166,662

Salaries & Benefits $2,379,448

Fundraising Expenses $324,842

Program Expenses $2,274,387

Other Expenses $448,152

TOTAL EXPENSES $2,994,262

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,344,096	$3,128,971	-0.3%
Expenses	$2,994,262	$2,723,307	+0.1%
Net Income	$-650,166	$405,664	-2.6%

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

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

$197,977

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STACI FOX	President & CEO	40.00	Officer	$183,136	$14,841	$197,977
JESSICA WOODS	FINANCE DIRECTOR	40.00		$140,825	$7,041	$147,866
DAVID SCHAEFER	VP RESEARCH-POLICY	40.00		$125,636	$11,966	$137,602
DOMINIQUE DERBIGNY SIM	SR VICE PRES	40.00		$126,865	$5,203	$132,068
CRYSTAL JOHNSON	HR/ADMIN DIR	40.00		$119,759	$10,739	$130,498
SUSAN E NEUGENT	Chairman	1.00	Officer Director	$0	$0	$0
MANOJ S SACHIN VARGHESE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JAMES MCCOY	Treasurer	1.00	Officer Director	$0	$0	$0
TERESA TOMLINSON	Secretary	1.00	Officer Director	$0	$0	$0
ROBIAN ROGERS CHARLES	DEVELOPM CHAIR	0.00	Director	$0	$0	$0
YASMINE MURRAY	STRATPLAN CHAIR	0.00	Director	$0	$0	$0
DAVIS L SJOQUIST	POLICY CHAIR	0.00	Director	$0	$0	$0
JIM STOKES	GOVERNANC CHAIR	0.00	Director	$0	$0	$0
THOMAS BOLLER	Director	0.00	Director	$0	$0	$0
CARLA CARTWRIGHT	Director	0.00	Director	$0	$0	$0
ANN DUFFY	Director	0.00	Director	$0	$0	$0
LOIS FRANK	Director	0.00	Director	$0	$0	$0
NORELIE GARCIA	Director	0.00	Director	$0	$0	$0
CHARLES JOHNSON	Director	0.00	Director	$0	$0	$0
GLENDA MINKIN	Director	0.00	Director	$0	$0	$0
MARIA DEL ROSARIO PALACIOS	Director	0.00	Director	$0	$0	$0
NATOSHA REID RICE	Director	0.00	Director	$0	$0	$0
ROBERT SILLS	Director	0.00	Director	$0	$0	$0
HAYDEN E BROOKS	Director	0.00	Director	$0	$0	$0

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	$2,344,096	$2,994,262	$3,080,397	$-650,166
2022	$3,128,971	$2,723,307	$3,895,239	$405,664
2021	$2,387,474	$2,684,985	$3,045,563	$-297,511
2020	$3,280,808	$2,445,299	$3,430,472	$835,509
2019	$2,493,104	$1,838,248	$2,526,488	$654,856
2018	$1,664,559	$1,520,198	$1,825,865	$144,361

GEORGIA BUDGET AND POLICY INSTITUTE INC