RODEL INSTITUTE (EIN 920721362) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2022

Legal Domicile

Principal Officer

JOHN KROGER PRESIDENT

Phone

6027694045

Tax Period

2023-01-01 to 2023-12-31

RODEL INSTITUTE, founded in 2022, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.4M in total revenue in fiscal year 2023. Revenue surged 64% from the prior year, signaling strong growth momentum. Expenses of $2.9M exceeded revenue, resulting in a 19% operating deficit.

Mission

TO IMPROVE THE QUALITY OF PUBLIC LEADERSHIP IN THE UNITED STATES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,433,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,433,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,259,996

Fundraising Expenses $171,219

Program Expenses $2,191,557

Other Expenses $1,624,911

TOTAL EXPENSES $2,884,907

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,433,000	$1,479,564	+0.6%
Expenses	$2,884,907	$527,686	+4.5%
Net Income	$-451,907	$951,878	-1.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$766,937

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL BUDINGER	DIRECTOR	5.00	Director	$0	$0	$0
DON BUDINGER	DIRECTOR	5.00	Director	$0	$0	$0
SUSAN BUDINGER	CHAIR/TREASURER	7.50	Officer Director	$0	$0	$0
STEVE BULLOCK	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER CARTER	DIRECTOR	1.00	Director	$0	$0	$0
ROB MCKENNA	DIRECTOR	1.00	Director	$0	$0	$0
IAN SOLOMON	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE WOODSON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN KROGER	PRESIDENT & CEO	40.00	Officer	$401,500	$41,254	$442,754
JEFF KING	VICE PRESIDENT & COO	40.00	Officer	$277,500	$46,683	$324,183
ELIZABETH NOONAN	EXECUTIVE DIR, RODEL FELLOWSHIP	40.00	Highest	$121,550	$23,829	$145,379

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	$2,433,000	$2,884,907	$509,572	$-451,907
2022	$1,479,564	$527,686	$951,994	$951,878

RODEL INSTITUTE