INSTITUTE FOR STATE POLICY LEADERS

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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

2022

Legal Domicile

Principal Officer

NEAL OSTEN

Phone

7036841110

Tax Period

2023-01-01 to 2023-12-31

INSTITUTE FOR STATE POLICY LEADERS, founded in 2022, is a small nonprofit in the Social Science sector that reported $751K in total revenue in fiscal year 2023. Expenses of $855K exceeded revenue, resulting in a 14% operating deficit.

Mission

THE INSTITUTE FOR STATE POLICY LEADERS WAS CREATED TO ASSIST STATE POLICYMAKERS IN MAKING INFORMED POLICY DECISIONS BY CONDUCTING NONPARTISAN EDUCATIONAL PROGRAMMING. CONTINUED ON SCH O

Program Service Accomplishments

Program 1

Expenses: $136,692 Revenue: $200,000

CABLE BROADBAND ACADEMY THIS POLICY SEMINAR IN DENVER, CO FROM OCTOBER 16-18 PROVIDES A BALANCED PROGRAM ACROSS A BROAD RANGE OF TOPICS AND FEATURES THE MOST IMPORTANT VOICES IN THE CABLE AND...

CABLE BROADBAND ACADEMY THIS POLICY SEMINAR IN DENVER, CO FROM OCTOBER 16-18 PROVIDES A BALANCED PROGRAM ACROSS A BROAD RANGE OF TOPICS AND FEATURES THE MOST IMPORTANT VOICES IN THE CABLE AND BROADBAND WORLD. THE TWO-AND-A-HALF-DAY PROGRAM EQUIPS POLICYMAKERS WITH THE KNOWLEDGE TO TACKLE IMPORTANT DEVELOPING COMMUNICATIONS AND TECHNOLOGY CHALLENGES AND PROVIDES ATTENDEES A FORUM TO SHARE BEST PRACTICES WITH THEIR COLLEAGUES FROM ACROSS THE COUNTRY FOR HOW TO ENHANCE ACCESS TO THESE SERVICES FOR THEIR CONSTITUENTS.

Program 2

Expenses: $227,056 Revenue: $250,071

AUTO INNOVATION ACADEMY, ELECTRIC VEHICLE SEMINAR THE SEMINAR WAS A TWO-AND-A-HALF-DAY POLICY ACADEMY IN COLUMBUS, OHIO FROM SEPTEMBER 17-20, 2023 EXCLUSIVELY FOR STATE LEGISLATIVE LEADERS TO LEARN ABOUT THE FUNDAMENTALS OF ELECTRIC VEHICLE POLICY AND HOW TO BUILD A COMPREHENSIVE STATE ECOSYSTEM FOR AN ELECTRIFIED FUTURE. THE EV SEMINAR PROVIDED A BALANCED PROGRAM COVERING A BROAD RANGE OF ISSUES AND FEATURED SOME OF THE MOST IMPORTANT VOICES IN THE ELECTRIFICATION ARENA. THIS FACE-TO-FACE SEMINAR ENABLED LEGISLATORS TO EQUIP THEMSELVES WITH THE INFORMATION NEEDED TO TACKLE IMPORTANT DEVELOPING POLICY ISSUES, EMPOWER POLICYMAKERS TO SHARE BEST PRACTICES AND PROVIDE A FORUM FOR OFFICIALS TO ASK ALL THE IMPORTANT QUESTIONS - INCLUDING PERHAPS WHERE DO I EVEN BEGIN

Program 3

Expenses: $300,273 Revenue: $301,000

TAX ACADEMY POLICY SEMINARS IN 2023, THE INSTITUTE HELD TWO TAX ACADEMY POLICY SEMINARS JUNE 22-23, 2023 AND NOVEMBER 17-18, 2023 IN ARLINGTON, VA AND AMELIA ISLAND, FL, RESPECTIVELY AS PART OF THE INSTITUTES NEW INITIATIVE TO EDUCATE STATE LEGISLATORS ABOUT THE INTRICACIES OF TAX POLICY. AS TAX POLICY IS AN INTEGRAL PART OF GOVERNMENT BECAUSE THEY NOT ONLY INFLUENCE BEHAVIOR, THEY FUND THE GOVERNMENT ITSELF. AND JUST AS THE 21ST CENTURY HAS POSED THE CHALLENGES IN OTHER AREAS OF GOVERNMENT, STATES ARE NOW GRAPPLING WITH HOW TO ADAPT THEIR TAX SYSTEMS IN THE EVER CONNECTED NATIONAL AND GLOBAL ECONOMIES. WHILE MUCH DEBATE REMAINS ON WHAT TO TAX AND HOW TO TAX IT, POLICYMAKERS AGREE THAT OUR TAX SYSTEMS SHOULD NOT SERVE AS AN IMPEDIMENT TO ECONOMIC GROWTH AND THE REMITTANCE AND COLLECTION OF TAXES SHOULD BE SEAMLESS FOR TAXPAYERS. CONT. ON SCH. O

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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 $0

Program Service Revenue $751,071

Investment Income $0

Other Revenue $0

TOTAL REVENUE $751,071

Expense Breakdown

Grants Paid $0

Salaries & Benefits $243,511

Fundraising Expenses $12,176

Program Expenses $664,021

Other Expenses $611,527

TOTAL EXPENSES $855,038

Year-over-Year Comparison

	2023	2022	Change
Revenue	$751,071	N/A	N/A
Expenses	$855,038	N/A	N/A
Net Income	$-103,967	N/A	N/A

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
STEVE RAUSCHENBERGER	PRESIDENT	003.00	Officer Director	$0	$0	$0
DEB PETERS	SECRETARY-TRASURER	003.00	Officer Director	$0	$0	$0
FELIX ORTIZ	MEMBER	001.00	Director	$0	$0	$0
WILLIAM MURPHY	MEMBER	001.00	Director	$0	$0	$0
LETICIA VAN DE PUTTE	MEMBER	001.00	Director	$0	$0	$0
TONYA SHUITMAKER	MEMBER	001.00	Director	$0	$0	$0
NEAL OSTEN	EXECUTIVE DIRECTOR	040.00	Officer Director	$0	$0	$0
MAX BEHLKE	DEPUTY EXECUTIVE DIRECTOR	040.00	Officer 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
2023	$751,071	$855,038	$122,530	$-103,967