DC FISCAL POLICY INSTITUTE INC (EIN 832103918) - 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

2018

Legal Domicile

Principal Officer

ERICA WILLIAMS

Phone

2028865174

Tax Period

2024-01-01 to 2024-12-31

DC FISCAL POLICY INSTITUTE INC, founded in 2018, is a community nonprofit in the Community Improvement sector that reported $2.7M in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. The organization ran a surplus of $539K, a strong 20% operating margin.

Mission

TO SHAPE RACIALLY-JUST TAX, BUDGET, AND POLICY DECISIONS BY CENTERING BLACK AND BROWN COMMUNITIES IN OUR RESEARCH AND ANALYSIS, COMMUNITY PARTNERSHIPS, AND ADVOCACY EFFORTS TO ADVANCE AN ANTIRACIST, EQUITABLE FUTURE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,690,374

Program Service Revenue $12,053

Investment Income $46,007

Other Revenue $0

TOTAL REVENUE $2,748,434

Expense Breakdown

Grants Paid $77,000

Salaries & Benefits $1,653,030

Fundraising Expenses $337,827

Program Expenses $1,688,982

Other Expenses $462,303

TOTAL EXPENSES $2,209,233

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,748,434	$3,067,313	-0.1%
Expenses	$2,209,233	$1,982,702	+0.1%
Net Income	$539,201	$1,084,611	-0.5%

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

$197,988

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERICA WILLIAMS	EXECUTIVE DIRECTOR	40.00	Officer	$184,536	$13,452	$197,988
TAZRA MITCHELL CHIEF	POLICY AND STRATEGY OFFICER	40.00	Highest	$161,104	$21,948	$183,052
SARA METZGAR DIRECTOR OF	COMMUNICATIONS AND EXTERNAL AFFAIRS	40.00	Highest	$130,474	$19,768	$150,242
FRANKLIN GRAY DIRECTOR OF	INSTITUTIONAL ADVANCEMENT	40.00	Highest	$123,975	$19,378	$143,353
KATHERINE COVENTRY DEPUTY	DIRECTOR OF LEGISLATIVE STRATEGY	40.00	Highest	$109,083	$21,405	$130,488
GEORGE JONES	DIRECTOR UNTIL JUNE, THEN CHAIR	2.00	Officer Director	$0	$0	$0
JEROME PAIGE	CHAIR UNTIL JUNE	2.00	Officer Director	$0	$0	$0
KATIA GARRETT	SECRETARY	2.00	Officer Director	$0	$0	$0
RAJ AGGARWAL	TREASURER	2.00	Officer Director	$0	$0	$0
JUDITH SANDALOW	DIRECTOR	1.00	Director	$0	$0	$0
MARIA GOMEZ	DIRECTOR	1.00	Director	$0	$0	$0
KATHRYN GREENBERG	DIRECTOR	1.00	Director	$0	$0	$0
JHACOVA WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
LYNETTE A RAWLINGS	DIRECTOR	1.00	Director	$0	$0	$0
INDIVAR DUTTA-GUPTA	DIRECTOR AS OF JANUARY	1.00	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
2024	$2,748,434	$2,209,233	$3,878,957	$539,201
2023	$3,067,313	$1,982,702	$3,375,315	$1,084,611
2022	$1,793,765	$1,923,625	$2,274,908	$-129,860
2021	$2,015,302	$1,624,602	$2,291,788	$390,700
2020	$1,509,078	$1,339,778	$2,019,782	$169,300
2019	$1,904,147	$970,014	$1,717,538	$934,133

DC FISCAL POLICY INSTITUTE INC