CASCADE POLICY INSTITUTE

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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

1991

Legal Domicile

Principal Officer

JOHN A CHARLES JR

Phone

5032420900

Tax Period

2025-01-01 to 2025-12-31

CASCADE POLICY INSTITUTE, founded in 1991, is a community nonprofit in the Unknown sector that reported $1.3M in total revenue in fiscal year 2025. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $432K, a strong 32% operating margin.

Mission

TO DEVELOP AND PROMOTE PUBLIC POLICY ALTERNATIVES THAT FOSTER INDIVIDUAL LIBERTY, PERSONAL RESPONSIBILITY AND ECONOMIC OPPORTUNITY.

Program Service Accomplishments

Program 1

Expenses: $525,998

RESEARCH, WRITING, PUBLISHING, SPONSORING PUBLIC SPEAKERS, PROVIDING INTERNSHIPS TO COLLEGE STUDENTS, FACILITATION OF CHILDRENS SCHOLARSHIP FUND - PORTLAND. BENEFICIARIES ARE ALL OREGONIANS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $1,207,265

Program Service Revenue $0

Investment Income $141,593

Other Revenue $445

TOTAL REVENUE $1,349,303

Expense Breakdown

Grants Paid $0

Salaries & Benefits $544,813

Fundraising Expenses $172,035

Program Expenses $525,998

Other Expenses $372,571

TOTAL EXPENSES $917,384

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,349,303	$1,169,693	+0.2%
Expenses	$917,384	$831,660	+0.1%
Net Income	$431,919	$338,033	+0.3%

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

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

$188,870

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN A CHARLES JR	PRESIDENT AN	40.00	Officer	$173,275	$15,595	$188,870
MANUEL CASTANEDA	DIRECTOR	1.00	Director	$0	$0	$0
RUPPERT REINSTADLER	SECRETARY	1.00	Director	$0	$0	$0
WILLIAM UDY	DIRECTOR	1.00	Director	$0	$0	$0
PETER WENDEL	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK CUMMINGS	TREASURER	1.00	Officer	$0	$0	$0
GILION DUMAS	VICE CHAIR	1.00	Officer	$0	$0	$0
WILLIAM B CONERLY PHD	CHAIRMAN	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
2025	$1,349,303	$917,384	$4,768,864	$431,919
2024	$1,169,693	$831,660	$3,820,292	$338,033
2023	$1,367,178	$760,443	$3,168,573	$606,735
2022	$999,580	$759,575	$2,237,653	$240,005
2021	$907,454	$803,984	$2,175,790	$103,470
2020	$856,444	$770,039	$1,880,163	$86,405
2019	$1,140,206	$737,100	$1,707,636	$403,106
2018	$746,693	$641,377	$1,172,865	$105,316