JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP & POLICY FDN (EIN 800025367) - 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

2001

Legal Domicile

Principal Officer

JAVAID E SIDDIQI PHD

Phone

9843775200

Tax Period

2023-07-01 to 2024-06-30

JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP & POLICY FDN, founded in 2001, is a community nonprofit in the Education sector that reported $9.3M in total revenue in fiscal year 2023. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $12.1M exceeded revenue, resulting in a 30% operating deficit.

Mission

TO SECURE AMERICA'S FUTURE THROUGH QUALITY EDUCATION.

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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 $8,304,574

Program Service Revenue $582,691

Investment Income $380,857

Other Revenue $45,114

TOTAL REVENUE $9,313,236

Expense Breakdown

Grants Paid $199,008

Salaries & Benefits $5,963,430

Fundraising Expenses $422,552

Program Expenses $9,943,833

Other Expenses $5,970,753

TOTAL EXPENSES $12,133,191

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,313,236	$18,768,876	-0.5%
Expenses	$12,133,191	$12,910,497	-0.1%
Net Income	$-2,819,955	$5,858,379	-1.5%

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

$477,763

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAVAID SIDDIQI PHD	PRESIDENT & CEO	40.00	Officer	$454,632	$23,131	$477,763
ARNE DUNCAN	CHAIRMAN	4.00	Officer Director	$0	$0	$0
GOVERNOR SUSAN MARTINEZ	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
THE HONORABLE HOWARD N LEE	SECRETARY	2.00	Officer Director	$0	$0	$0
DR SAMUEL HOUSTON	TREASURER, CHAIR, FINANCE & DEVELOPMENT COMMITTEE	2.00	Officer Director	$0	$0	$0
MIMI CLARKE CORCORAN	CHAIR, AUDIT COMMITTEE	2.00	Officer Director	$0	$0	$0
SECRETARY LAURA WORLEY NOVEY	CHAIR, GOVERNANCE COMMITTEE	2.00	Officer Director	$0	$0	$0
ROBERT EAVES JR	CHAIR, INVESTMENT COMMITTEE	2.00	Officer Director	$0	$0	$0
THEHONORABLE CHRISTOPHER SEATON ABE	BOARD MEMBER	1.00	Director	$0	$0	$0
GOVERNOR ROY BARNES	BOARD MEMBER	1.00	Director	$0	$0	$0
RANDY BEST	BOARD MEMBER	1.00	Director	$0	$0	$0
TREASURER JOHN CHIANG	BOARD MEMBER	1.00	Director	$0	$0	$0
GOVERNOR DON CARCIERI	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDY COLE	BOARD MEMBER	1.00	Director	$0	$0	$0
GOVERNOR MITCH DANIELS	BOARD MEMBER	1.00	Director	$0	$0	$0
GOVERNOR JIM DOUGLAS	BOARD MEMBER	1.00	Director	$0	$0	$0
DENISE FORTE	BOARD MEMBER	1.00	Director	$0	$0	$0
NANCY GUTIERREZ PHD	BOARD MEMBER	1.00	Director	$0	$0	$0
J JACKSON HOKE	BOARD MEMBER	1.00	Director	$0	$0	$0
SENATOR RACHEL HUNT	BOARD MEMBER	1.00	Director	$0	$0	$0
THOMAS W LAMBETH	BOARD MEMBER	1.00	Director	$0	$0	$0
SENATOR MICHAEL LEE	BOARD MEMBER	1.00	Director	$0	$0	$0
DR MANOJ MOHONAN	BOARD MEMBER	1.00	Director	$0	$0	$0
SECRETARY PEDRO RIVERA	BOARD MEMBER	1.00	Director	$0	$0	$0
GOVERNOR BOYD K RUTHERFORD	BOARD MEMBER	1.00	Director	$0	$0	$0
PENNY SCHWINN PHD	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELE JORDAN	VICE PRESIDENT	40.00	Highest	$213,300	$27,200	$240,500
DANIEL WUORI	SENIOR DIRECTOR OF EARLY L	40.00	Highest	$142,041	$8,726	$150,767
MADELINE SMITH PHD	MANAGING DIRECTOR	40.00	Highest	$131,090	$14,871	$145,961
LARA STEELE	SR. DIRECTOR HUMAN RESOURCES & TALENT MGMT	40.00	Highest	$107,527	$14,226	$121,753

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	$9,313,236	$12,133,191	$16,083,723	$-2,819,955
2023	$18,768,876	$12,910,497	$18,732,509	$5,858,379
2022	$8,988,543	$10,260,604	$11,369,627	$-1,272,061
2021	$7,201,896	$4,635,038	$13,463,936	$2,566,858
2019	$5,086,534	$2,617,745	$8,375,736	$2,468,789
2018	$4,368,312	$2,198,808	$5,771,803	$2,169,504

JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP & POLICY FDN