THE INSTITUTE FOR INTERGOVERNMENTAL RESEARCH INC (EIN 591860916) - 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

1978

Legal Domicile

Principal Officer

TOM L'ESPERANCE

Phone

8503850600

Tax Period

2023-10-01 to 2024-09-30

THE INSTITUTE FOR INTERGOVERNMENTAL RESEARCH INC, founded in 1978, is a mid-sized nonprofit in the Housing & Shelter sector that reported $39.7M in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year.

Mission

IIR'S MISSION IS TO RESPOND TO THE NEEDS OF CRIMINAL JUSTICE AGENCIES ACROSS THE COUNTY THROUGH THE ADMINISTRATION OF GRANT FUNDED PROGRAMS THAT HAVE A POSITIVE IMPACT ON LOCAL, STATE, FEDERAL, TRIBAL, AND TERRITORIAL LAW ENFORCEMENT AND CRIMINAL JUSTICE AGENCIES

🔒

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 $38,811,606

Program Service Revenue $860,664

Investment Income $0

Other Revenue $0

TOTAL REVENUE $39,672,270

Expense Breakdown

Grants Paid $5,503,353

Salaries & Benefits $24,430,663

Fundraising Expenses $0

Program Expenses $32,333,056

Other Expenses $9,616,224

TOTAL EXPENSES $39,550,240

Year-over-Year Comparison

	2023	2022	Change
Revenue	$39,672,270	$43,753,714	-0.1%
Expenses	$39,550,240	$43,854,675	-0.1%
Net Income	$122,030	$-100,961	-2.2%

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

229

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

$2,210,119

Total Directors

$1,537,642

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GINA W HARTSFIELD	BOARD CHAIR/SENIOR ADVISOR	40.00	Officer Director	$204,928	$61,282	$266,210
RICK S GREGORY	BOARD VICE-CHAIR/SENIOR ADVISOR	40.00	Officer Director	$183,738	$57,137	$240,875
MICHELLE MILLER -EXEC VPCHIEF	OF STAFF/SECRETARY AS OF 11/8/2023	40.00	Officer Director	$181,372	$49,592	$230,964
MICHAEL RAMAGE	TRUSTEE/SENIOR LEGAL ADVISOR	40.00	Director	$94,819	$22,117	$116,936
ROBERT CUMMINGS -TRUSTEESENIOR	ADVISOR/SECRETARY UNTIL 11/7/2023	1.50	Officer Director	$7,132	$1,426	$8,558
ADAM LEHMANN - TRUSTEECHIEF	INFORMATION OFFICER/EXECUTIVE VP	40.00	Officer Director	$165,335	$58,172	$223,507
LEHEW W MILLER - TRUSTEE	PRESIDENT & CEO UNTIL 5/3/2024	40.00	Officer Director	$199,820	$59,184	$259,004
DANIEL STUMP - TRUSTEE	PRESIDENT & CEO AS OF 5/3/2024	40.00	Officer Director	$138,737	$52,851	$191,588
JORGE DURAN	TRUSTEE	1.50	Director	$0	$0	$0
DAN ISOM	TRUSTEE	0.50	Director	$0	$0	$0
KATHLEEN T MASTERSON	TREASURER & CHIEF FINANCIAL OFFICER	40.00	Officer	$171,743	$49,481	$221,224
TOM L'ESPERANCE - CHIEF	OPERATING OFFICER/SENIOR VP/DIRECTOR	40.00	Officer	$148,302	$32,419	$180,721
R CLAY JESTER	CHIEF TECHNOLOGY OFFICER/SENIOR VP	40.00	Officer	$144,165	$48,586	$192,751
MEENA HARRIS	EXECUTIVE VICE PRESIDENT	40.00	Officer	$140,807	$53,910	$194,717
PATRICIA D HODGES	SENIOR VICE PRESIDENT/DIRECTOR	40.00	Highest	$148,716	$49,501	$198,217
TERRI PATE	SENIOR VICE PRESIDENT/DIRECTOR	40.00	Highest	$139,664	$41,010	$180,674
JOEL MCCALLISTER	MANAGER	40.00	Highest	$138,332	$45,343	$183,675
DONNA LINDQUIST	SENIOR VICE PRESIDENT/SENIOR MANAGER	40.00	Highest	$137,332	$40,628	$177,960
JENNIFER SKINNER	SENIOR RESEARCH ASSOCIATE	40.00	Highest	$136,577	$46,006	$182,583

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	$39,672,270	$39,550,240	$5,707,565	$122,030
2023	$43,753,714	$43,854,675	$7,922,943	$-100,961
2023	$43,753,714	$43,854,675	$7,922,943	$-100,961
2022	$41,391,878	$41,221,979	$5,722,214	$169,899
2021	$34,374,531	$34,295,028	$7,668,279	$79,503
2020	$30,272,631	$30,329,867	$3,590,746	$-57,236
2019	$24,928,987	$24,853,128	$2,504,034	$75,859
2018	$20,029,139	$19,994,155	$1,493,560	$34,984

THE INSTITUTE FOR INTERGOVERNMENTAL RESEARCH INC