THE CAMPBELL INSTITUTE (EIN 931095351) - 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

2003

Legal Domicile

Principal Officer

KALI THORNE LADD

Phone

5032199034

Tax Period

2024-01-01 to 2024-12-31

THE CAMPBELL INSTITUTE, founded in 2003, is a community nonprofit in the Unknown sector that reported $3.7M in total revenue in fiscal year 2024. Revenue fell 70% from the prior year — a significant decline worth monitoring. Expenses of $4.9M exceeded revenue, resulting in a 32% operating deficit.

Mission

LEVERAGE RESEARCH, PRACTICE, POLICY, AND ADVOCACY TO SHIFT SYSTEMS TOWARD JUSTICE FOR FAMILIES SO THAT ALL OF OREGON'S CHILDREN, PRENATAL TO GRADE 5, HAVE ACCESS TO OPPORTUNITY.

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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 $3,379,189

Program Service Revenue $173,233

Investment Income $240,781

Other Revenue $-62,124

TOTAL REVENUE $3,731,079

Expense Breakdown

Grants Paid $350,320

Salaries & Benefits $2,894,382

Fundraising Expenses $398,416

Program Expenses $3,999,378

Other Expenses $1,665,030

TOTAL EXPENSES $4,909,732

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,731,079	$12,514,609	-0.7%
Expenses	$4,909,732	$4,328,070	+0.1%
Net Income	$-1,178,653	$8,186,539	-1.1%

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

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

$404,244

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARISSA KAISER	CHAIR	5.00	Officer Director	$0	$0	$0
JOTH RICCI	VICE-CHAIR	3.00	Officer Director	$0	$0	$0
FRANK REPPENHAGEN	TREASURER	3.00	Officer Director	$0	$0	$0
AMY DOWD	SECRETARY	3.00	Officer Director	$0	$0	$0
RONDA FRITZ THROUGH 062024	BOARD MEMBER	3.00	Director	$0	$0	$0
BECKY TYMCHUCK	BOARD MEMBER	3.00	Director	$0	$0	$0
CEDRIC BERRY	BOARD MEMBER	3.00	Director	$0	$0	$0
JENNIFER BRUML	BOARD MEMBER	3.00	Director	$0	$0	$0
BOB HARDING	PAST CHAIR	3.00	Director	$0	$0	$0
MADDIE O'NEILL ANDREWS	BOARD MEMBER	3.00	Director	$0	$0	$0
MIRIAM CALDERON	BOARD MEMBER	3.00	Director	$0	$0	$0
PETER BUCKLEY	BOARD MEMBER	3.00	Director	$0	$0	$0
SARA KERR	BOARD MEMBER	3.00	Director	$0	$0	$0
SU EMBREE	BOARD MEMBER	3.00	Director	$0	$0	$0
LISA NAITO STARTING 062024	BOARD MEMBER	3.00	Director	$0	$0	$0
KALI THORNE LADD	CHIEF EXECUTIVE OFFICER	40.00	Officer	$248,756	$17,696	$266,452
EMILY GILLILANDSTARTING 0724	CHIEF OPERATING OFFICER	40.00	Officer	$78,045	$2,488	$80,533
CAROLE SHELLHARTTHROUGH 0424	CHIEF FINANCIAL OFFICER/COO	40.00	Officer	$53,768	$3,491	$57,259
MARINA MERRILL	DIRECTOR OF RESEARCH AND STRATEGY	40.00	Highest	$144,099	$13,494	$157,593
DANA HEPPER	DIRECTOR OF POLICY AND ADVOCACY	40.00	Highest	$142,165	$5,815	$147,980
ERICA MULLEN	DIRECTOR OF DEVELOPMENT	40.00	Highest	$130,700	$4,816	$135,516
ERIN LOLICH	DIRECTOR OF SCHOOL BASED INITIATIVES	40.00	Highest	$128,790	$15,102	$143,892
RAFAEL OTTO	DIRECTOR OF COMMUNICATIONS	40.00	Highest	$110,198	$16,781	$126,979

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	$3,731,079	$4,909,732	$13,707,320	$-1,178,653
2023	$12,514,609	$4,328,070	$14,333,541	$8,186,539
2022	$2,426,199	$4,087,084	$5,950,049	$-1,660,885
2021	$1,471,004	$3,506,494	$7,724,323	$-2,035,490
2020	$3,654,373	$3,576,423	$9,963,172	$77,950
2019	$2,069,451	$2,922,756	$9,512,240	$-853,305
2018	$9,041,580	$2,378,013	$10,213,582	$6,663,567

THE CAMPBELL INSTITUTE