NEW JERSEY POLICY INSTITUTE (EIN 831499027) - 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

2018

Legal Domicile

Principal Officer

ROSEMARY BECCHI

Phone

9734778594

Tax Period

2024-01-01 to 2024-12-31

NEW JERSEY POLICY INSTITUTE, founded in 2018, is a small nonprofit that reported $271K in total revenue in fiscal year 2024. Revenue surged 145% from the prior year, signaling strong growth momentum. The organization ran a surplus of $75K, a strong 28% operating margin.

Mission

BRINGING ECONOMIC ISSUES TO THE FOREFRONT FOR NEW JERSEY RESIDENTS.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $270,662

Investment Income $0

Other Revenue $0

TOTAL REVENUE $270,662

Expense Breakdown

Grants Paid $0

Salaries & Benefits $62,024

Fundraising Expenses $0

Program Expenses $195,400

Other Expenses $133,376

TOTAL EXPENSES $195,400

Year-over-Year Comparison

	2024	2023	Change
Revenue	$270,662	$110,418	+1.5%
Expenses	$195,400	$131,546	+0.5%
Net Income	$75,262	$-21,128	-4.6%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROSEMARY BECCHI	PRESIDENT &	N/A	Officer Director	$0	$0	$0
MARCELA CROSSMAN	SECRETARY	N/A	Director	$0	$0	$0
BARBARA VARTANIAN	TREASURER	N/A	Director	$0	$0	$0
ANDRE MULVIHILL	CHAIR OF THE	N/A	Director	$0	$0	$0
ERICA JEDYNAK	BOARD MEMBER	N/A	Director	$0	$0	$0
ELYSSA GIORDANO WEBBER	BOARD MEMBER	N/A	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
2025	No data	No data	No data	No data
2024	$270,662	$195,400	$81,860	$75,262
2023	$110,418	$131,546	$7,597	$-21,128
2022	$317,088	$397,496	$45,914	$-80,408

NEW JERSEY POLICY INSTITUTE