FRAMEWORKS INSTITUTE

EIN: 710891642 501(c)(3) Education

WASHINGTON, DC

Total Revenue
$9,901,079
Total Expenses
$9,962,780
Total Assets
$7,818,460
Net Assets
$6,914,416
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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
2002
Legal Domicile
DE
Principal Officer
NATHANIEL KENDALL-TAYLOR
Phone
2028880515
Tax Period
2023-07-01 to 2024-06-30

FRAMEWORKS INSTITUTE, founded in 2002, is a community nonprofit in the Education sector that reported $9.9M in total revenue in fiscal year 2023. Revenue surged 60% from the prior year, signaling strong growth momentum.

Mission

SEE PART III, LINE 1.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $7,071,972
Program Service Revenue $2,676,970
Investment Income $162,698
Other Revenue $-10,561
TOTAL REVENUE $9,901,079

Expense Breakdown

Grants Paid $835,000
Salaries & Benefits $5,008,221
Fundraising Expenses $0
Program Expenses $6,467,607
Other Expenses $4,119,559
TOTAL EXPENSES $9,962,780

Year-over-Year Comparison

2023 2022 Change
Revenue $9,901,079 $6,169,794 +0.6%
Expenses $9,962,780 $7,443,730 +0.3%
Net Income $-61,701 $-1,273,936 -1.0%
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

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Governance

Voting Members
13
Independent Members
13
Employees
29
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
5
$462,894
Total Directors
13
$13,000
Key Employees
3
$886,923
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PAULA TYLER CHAIR 1.00
Officer Director
$1,000 $0 $1,000
FRANKLIN D GILLIAM VICE CHAIR 1.00
Officer Director
$1,000 $0 $1,000
AN-ME CHUNG TREASURER 1.00
Officer Director
$1,000 $0 $1,000
LINDA O'NEAL SECRETARY 1.00
Officer Director
$1,000 $0 $1,000
SUSAN NALL BALES BOARD MEMBER & FOUNDER 1.00
Director
$1,000 $0 $1,000
LINDA BOWEN BOARD MEMBER 1.00
Director
$1,000 $0 $1,000
ROBERT ESPINOZA BOARD MEMBER 1.00
Director
$1,000 $0 $1,000
SHERI JOHNSON BOARD MEMBER 1.00
Director
$1,000 $0 $1,000
JEFFREY KREHELY BOARD MEMBER 1.00
Director
$1,000 $0 $1,000
DEBORAH PHILLIPS BOARD MEMBER 1.00
Director
$1,000 $0 $1,000
TIM PHILLIPS BOARD MEMBER 1.00
Director
$1,000 $0 $1,000
SANJIV RAO BOARD MEMBER 1.00
Director
$1,000 $0 $1,000
LORI TAKEUCHI BOARD MEMBER 1.00
Director
$1,000 $0 $1,000
NATHANIEL KENDALL-TAYLOR CEO 40.00
Officer
$402,672 $56,222 $458,894
ANDREW VOLMERT SVP OF RESEARCH 40.00
Key Emp
$264,064 $50,831 $314,895
MOIRA O'NEIL SVP OF RESEARCH INTERPRETATION 40.00
Key Emp
$265,379 $17,593 $282,972
ELIZABETH GILCHRIST SVP OF OPERATIONS 40.00
Key Emp
$256,559 $32,497 $289,056
JULIE SWEETLAND SENIOR ADVISOR 40.00
Highest
$228,295 $29,804 $258,099
THERESA MILLER DIRECTOR OF RESEARCH 40.00
Highest
$143,941 $31,334 $175,275
JESSICA MOYER SENIOR PRINCIPAL STRATEGIST 40.00
Highest
$144,773 $25,662 $170,435
MARISA G PINEAU DIRECTOR, RESEARCH APPLICATION 40.00
Highest
$138,925 $31,423 $170,348
ASHLEY C DEEDS COMMUNICATIONS DIRECTOR 40.00
Highest
$139,697 $23,488 $163,185
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 $9,901,079 $9,962,780 $7,818,460 $-61,701
2023 $6,169,794 $7,443,730 $7,804,381 $-1,273,936
2022 $6,057,104 $6,090,374 $8,374,816 $-33,270
2021 $8,651,949 $5,816,641 $8,787,551 $2,835,308
2020 $5,477,646 $5,260,403 $6,052,040 $217,243
2019 $5,811,643 $5,267,425 $5,414,806 $544,218
2018 $5,072,700 $4,960,512 $4,738,106 $112,188
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