GATES POLICY INITIATIVE (EIN 842596477) - 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

ROBERT NABORS

Phone

2067093100

Tax Period

2023-01-01 to 2023-12-31

GATES POLICY INITIATIVE, founded in 2019, is a community nonprofit that reported $1.8M in total revenue in fiscal year 2023. Revenue surged 110254% from the prior year, signaling strong growth momentum. The organization ran a surplus of $786K, a strong 45% operating margin.

Mission

GATES POLICY INITIATIVE FOCUSES ON FURTHERING POLICY IDEAS THAT WILL HELP CLEAR CRITICAL OBSTACLES TO PROGRESS IN GLOBAL HEALTH, GLOBAL DEVELOPMENT, EDUCATION, AND RELATED ISSUES.

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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 $1,750,000

Program Service Revenue $0

Investment Income $1,312

Other Revenue $0

TOTAL REVENUE $1,751,312

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $721,998

Other Expenses $965,167

TOTAL EXPENSES $965,167

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,751,312	$1,587	+1102.5%
Expenses	$965,167	$881,822	+0.1%
Net Income	$786,145	$-880,235	-1.9%

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

N/A

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
CAROLYN AINSLIE	TREASURER, DIRECTOR	0.10	Officer Director	$0	$0	$0
CONNIE COLLINGSWORTH END 923	SECRETARY, DIRECTOR	0.10	Officer Director	$0	$0	$0
DON GRAHAM	DIRECTOR	0.10	Director	$0	$0	$0
GARGEE GHOSH START 1023	DIRECTOR	0.10	Director	$0	$0	$0
HOLLY KUZMICH	DIRECTOR	0.10	Director	$0	$0	$0
JOHN SAGE	DIRECTOR	0.10	Director	$0	$0	$0
LARRY COHEN	DIRECTOR	0.10	Director	$0	$0	$0
ROBERT ROSEN	DIRECTOR	0.10	Director	$0	$0	$0
LAUREN BRIGHT START 923	SECRETARY	0.10	Officer	$0	$0	$0
ROBERT NABORS	EXECUTIVE DIRECTOR	1.00	Officer	$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	No data	No data	No data	No data
2023	$1,751,312	$965,167	$1,738,276	$786,145
2022	$1,587	$881,822	$1,057,492	$-880,235
2021	$773	$557,130	$1,849,104	$-556,357
2020	$10,977	$684,581	$2,494,522	$-673,604

GATES POLICY INITIATIVE