KENTUCKY CENTER FOR ECONOMIC POLICY INC (EIN 844979582) - 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

2020

Legal Domicile

Principal Officer

JASON BAILEY

Phone

8597564605

Tax Period

2024-07-01 to 2025-06-30

KENTUCKY CENTER FOR ECONOMIC POLICY INC, founded in 2020, is a community nonprofit in the Public & Societal Benefit sector that reported $1.6M in total revenue in fiscal year 2024. Revenue surged 83% from the prior year, signaling strong growth momentum. The organization ran a surplus of $457K, a strong 28% operating margin.

Mission

TO IMPROVE THE QUALITY OF LIFE FOR ALL KENTUCKIANS THROUGH RESEARCH, EDUCATION AND ADVOCACY ON IMPORTANT POLICY ISSUES FACING THE COMMONWEALTH.

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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 $1,590,224

Program Service Revenue $0

Investment Income $5,474

Other Revenue $21,275

TOTAL REVENUE $1,616,973

Expense Breakdown

Grants Paid $0

Salaries & Benefits $906,220

Fundraising Expenses $61,589

Program Expenses $909,603

Other Expenses $253,866

TOTAL EXPENSES $1,160,086

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,616,973	$883,597	+0.8%
Expenses	$1,160,086	$1,074,319	+0.1%
Net Income	$456,887	$-190,722	-3.4%

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

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

$122,161

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON BAILEY	EXECUTIVE DI	N/A	Officer	$0	$17,727	$122,161
JENNIFER BIRD-POLLAN	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
CAITLIN BLAIR	DIRECTOR	2.00	Director	$0	$0	$0
EDDIE CAMPBELL	DIRECTOR	2.00	Director	$0	$0	$0
CHERIE DAWSON-EDWARDS	SECRETARY	2.00	Officer Director	$0	$0	$0
CHRISTIAN MOTLEY	VICE CHAIR	2.00	Officer Director	$0	$0	$0
EDWARD PALMER	DIRECTOR	2.00	Director	$0	$0	$0
DUSTIN REINSTEDLER	DIRECTOR	2.00	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
2025	$1,616,973	$1,160,086	$2,628,488	$456,887
2024	$883,597	$1,074,319	$2,152,876	$-190,722
2023	$1,174,904	$967,901	$2,339,942	$207,003
2021	$2,496,689	$627,004	$2,023,746	$1,869,685

KENTUCKY CENTER FOR ECONOMIC POLICY INC