OPEN MARKETS INSTITUTE (EIN 822529375) - 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

2017

Legal Domicile

Principal Officer

BARRY C LYNN

Phone

2027011606

Tax Period

2023-01-01 to 2023-12-31

OPEN MARKETS INSTITUTE, founded in 2017, is a community nonprofit in the Education sector that reported $3.8M in total revenue in fiscal year 2023.

Mission

THE OPEN MARKETS INSTITUTE WORKS TO HELP PEOPLE RELEARN HOW TO USE COMPETITION POLICY TO BUILD STRONGER DEMOCRACIES, MORE JUST AND EQUITABLE SOCIETIES, MORE INNOVATIVE AND SUSTAINABLE ECONOMIES, AND A MORE SECURE AND PEACEFUL WORLD.

🔒

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 $3,770,652

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $3,770,652

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,676,331

Fundraising Expenses $259,531

Program Expenses $2,907,555

Other Expenses $1,006,948

TOTAL EXPENSES $3,780,779

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,770,652	$3,953,730	0.0%
Expenses	$3,780,779	$2,942,179	+0.3%
Net Income	$-10,127	$1,011,551	-1.0%

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

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

$223,541

Total Directors

$223,541

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARRY LYNN	EXECUTIVE DIRECTOR	40.00	Officer Director	$179,954	$43,587	$223,541
CHRISTY HOFFMAN	DIRECTOR	1.00	Director	$0	$0	$0
MARCELLUS ANDREWS	DIRECTOR	1.00	Director	$0	$0	$0
JOE MAXWELL	DIRECTOR	1.00	Director	$0	$0	$0
LAURA QUINN	DIRECTOR	1.00	Director	$0	$0	$0
RANA FOROOHAR	DIRECTOR	1.00	Director	$0	$0	$0
DEEPAK GUPTA	DIRECTOR	1.00	Director	$0	$0	$0
PHILLIP J LONGMAN	POLICY DIRECTOR	40.00	Highest	$177,492	$42,782	$220,274
SANDEEP VAHEESAN	LEGAL DIRECTOR	40.00	Highest	$169,189	$18,098	$187,287
ASHLEY WHOOLHEATER	COMMUNICATION DIRECTOR	40.00	Highest	$142,435	$18,595	$161,030
BRIAN CALLACI	CHIEF ECONOMIST	40.00	Highest	$133,221	$22,232	$155,453
ANITA JAIN	EDITORIAL DIRECTOR	40.00	Highest	$138,115	$55,281	$193,396

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	$3,770,652	$3,780,779	$3,055,057	$-10,127
2022	$3,953,730	$2,942,179	$3,088,747	$1,011,551
2021	$2,746,577	$2,909,288	$2,043,462	$-162,711
2020	$2,592,622	$4,018,923	$2,078,995	$-1,426,301
2019	$5,040,782	$2,721,771	$3,537,197	$2,319,011
2018	$1,617,677	$654,698	$1,206,583	$962,979

OPEN MARKETS INSTITUTE