ALLIANCE FOR INNOVATIVE REGULATION INSTITUTE (EIN 834717659) - 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

2019

Legal Domicile

Principal Officer

JO ANN BAREFOOT

Phone

9174465425

Tax Period

2023-01-01 to 2023-12-31

ALLIANCE FOR INNOVATIVE REGULATION INSTITUTE, founded in 2019, is a community nonprofit in the Education sector that reported $4.6M in total revenue in fiscal year 2023. Revenue surged 69% from the prior year, signaling strong growth momentum. Expenses of $4.5M left a modest 4% surplus.

Mission

LEVERAGE DIGITAL MODERNIZATION TO HELP BUILD A FINANCIAL SYSTEM THAT SERVES EVERYONE

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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 $4,439,722

Program Service Revenue $164,680

Investment Income $9,747

Other Revenue $11,723

TOTAL REVENUE $4,625,872

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,627,519

Fundraising Expenses $137,487

Program Expenses $2,295,043

Other Expenses $1,826,317

TOTAL EXPENSES $4,453,836

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,625,872	$2,733,673	+0.7%
Expenses	$4,453,836	$2,526,843	+0.8%
Net Income	$172,036	$206,830	-0.2%

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

$595,254

Total Directors

$312,325

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JO ANN BAREFOOT	CHAIR AND PRESIDENT	1.00	Officer Director	$271,360	$40,965	$312,325
CANTWELL MUCKENFUSS III	VICE PRESIDENT	0.00	Director	$0	$0	$0
TRACY BASINGER	BOARD MEMBER	0.00	Director	$0	$0	$0
THOMAS CURRY	BOARD MEMBER	0.00	Director	$0	$0	$0
SHAMIR KARKAL	BOARD MEMBER	0.00	Director	$0	$0	$0
KABIR KUMAR	BOARD MEMBER	0.00	Director	$0	$0	$0
DAVID EHRICH	EXECUTIVE DIRECTOR	1.00	Officer	$270,728	$12,201	$282,929
KISHA PERKINS	CHIEF PROGRAM OFFICER	1.00	Highest	$253,117	$33,320	$286,437
RANDY REPKA	CHIEF GROWTH OFFICER	1.00	Highest	$165,506	$60,316	$225,822
ALEXA FRAZIER	CHIEF OF STAFF	1.00	Highest	$123,081	$34,507	$157,588
MARIAMA JALLOH-HEYWARD	PROGRAM DIRECTOR	1.00	Highest	$122,245	$19,143	$141,388
JOSEPH ADLER	HEAD OF CONTENT	1.00	Highest	$107,322	$25,859	$133,181

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	$4,625,872	$4,453,836	$1,096,583	$172,036
2022	$2,733,673	$2,526,843	$1,797,134	$206,830
2021	$1,757,739	$1,269,322	$596,082	$488,417
2020	$1,141,406	$970,489	$102,170	$170,917
2019	$614,500	$683,247	$6,556	$-68,747

ALLIANCE FOR INNOVATIVE REGULATION INSTITUTE