INSTITUTE FOR LOCAL GOVERNMENT

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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

1955

Legal Domicile

Principal Officer

ERICA MANUEL

Phone

9166588208

Tax Period

2023-01-01 to 2023-12-31

INSTITUTE FOR LOCAL GOVERNMENT, founded in 1955, is a community nonprofit in the Public & Societal Benefit sector that reported $3.5M in total revenue in fiscal year 2023. Revenue surged 121% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 51% operating margin.

Mission

THE INSTITUTE FOR LOCAL GOVERNMENT (ILG) IS COMMITTED TO EMPOWERING AND EDUCATING PUBLIC SERVANTS BY DELIVERING REAL-WORLD EXPERTISE THAT HELPS THEM NAVIGATE COMPLEX ISSUES, INCREASES THEIR CAPACITY AND BUILDS TRUST IN THEIR COMMUNITIES. TOGETHER, WE WORK WITH LOCAL AGENCY STAFF AND ELECTED OFFICIALS TO BUILD A STRONG FOUNDATION OF GOOD GOVERNMENT AT THE LOCAL LEVEL. OUR WORK IS GUIDED BY OUR CORE VALUES OF COLLABORATION, SERVICE, COMMITMENT, EQUITY, INCLUSION, AND TRUST.

Program Service Accomplishments

Program 1

Expenses: $414,114 Revenue: $510,282

SUSTAINABILITY: ILG'S SUSTAINABLE AND RESILIENT COMMUNITIES PILLAR PROVIDES CAPACITY BUILDING SERVICES, TECHNICAL SUPPORT, PARTNERSHIP DEVELOPMENT, AND EDUCATIONAL RESOURCES TO HELP CITIES, COUNTIES, AND SPECIAL DISTRICTS MAKE MORE INFORMED POLICIES, PLANS, AND DECISIONS AROUND CLIMATE PLANNING, LAND USE, HOUSING, INFRASTRUCTURE, AND ENGAGEMENT THAT RESULTS IN MORE EQUITABLE, SUSTAINABLE, AND RESILIENT COMMUNITIES. ILG'S FLAGSHIP BEACON PROGRAM PROVIDES A FRAMEWORK FOR LOCAL GOVERNMENTS TO SHARE PRACTICES THAT CREATE HEALTHIER, MORE EFFICIENT, AND VIBRANT COMMUNITIES. ILG ALSO PROVIDES YEAR-ROUND RESOURCES AND SUPPORT TO ASSIST LOCAL GOVERNMENT PARTICIPANTS IN THEIR JOURNEY, INCLUDING TECHNICAL ASSISTANCE, AWARD RECOGNITION, PEER-TO-PEER NETWORKING, AND EDUCATIONAL EVENTS AS WELL AS CLIMATE LEADERSHIP OPPORTUNITIES.

Program 2

Expenses: $186,953 Revenue: $319,122

PUBLIC ENGAGEMENT: INCLUSIVE PUBLIC ENGAGEMENT IS A CORNERSTONE OF ILG'S WORK AND EXPERTISE. ILG USES A TAILORED, RESPONSIVE, AND CUSTOMIZED APPROACH TO HELP CITIES, COUNTIES, AND SPECIAL DISTRICTS PLAN, EXECUTE, AND EVALUATE AUTHENTIC PUBLIC ENGAGEMENT EFFORTS. ILG HELPS LOCAL AGENCIES ENGAGE WITH DIVERSE, UNDER-REPRESENTED, OR DISENGAGED POPULATIONS, WHILE ALSO HELPING REACH OUT TO AND PARTNER WITH COMMUNITY-BASED ORGANIZATIONS TO INFORM, DESIGN, AND IMPLEMENT, CUSTOMIZED PUBLIC ENGAGEMENT PROCESSES THAT TACKLE A WIDE RANGE OF PRESSING LOCAL ISSUES. THIS IMPORTANT WORK HELPS BUILD THE CAPACITY OF CALIFORNIA LOCAL GOVERNMENTS TO ADVANCE EQUITY AND PUBLIC ENGAGEMENT IN THEIR COMMUNITIES THROUGH PEER LEARNING AND COLLABORATION, TRAINING, COACHING, TECHNICAL ASSISTANCE, AND FACILITATION. ILG'S PUBLIC ENGAGEMENT SERVICES INCLUDE WORKSHOPS, CUSTOMIZED PUBLIC ENGAGEMENT TRAININGS, STRATEGIC PLANNING, AND CONSULTATION, MEETING AND COMMITTEE FACILITATION AND CONVENINGS AND STAKEHOLDER ENGAGEMENT.

Program 3

Expenses: $96,118 Revenue: $128,250

LEADERSHIP AND GOVERNANCE: ILG'S LEADERSHIP AND GOVERNANCE PILLAR HELPS LOCAL GOVERNMENT LEADERS BUILD A FOUNDATION OF TRUST, ACCOUNTABILITY, RESPONSIVENESS, AND TRANSPARENCY. THIS IMPORTANT WORK...

LEADERSHIP AND GOVERNANCE: ILG'S LEADERSHIP AND GOVERNANCE PILLAR HELPS LOCAL GOVERNMENT LEADERS BUILD A FOUNDATION OF TRUST, ACCOUNTABILITY, RESPONSIVENESS, AND TRANSPARENCY. THIS IMPORTANT WORK INCREASES PUBLIC CONFIDENCE AND TRUST IN THE LOCAL DECISION-MAKING PROCESS BY HELPING LOCAL OFFICIALS UNDERSTAND PUBLIC SERVICE ETHICS PRINCIPLES AND LAWS, AS WELL AS THE TOOLS AVAILABLE TO HELP PROMOTE EFFECTIVE GOVERNANCE. ILG HELPS DEVELOP LEADERSHIP SKILLS THAT ALLOW CIVIL SERVANTS TO OPERATE WITH CIVILITY AND DECORUM AND INCREASE PUBLIC TRUST. ILG PROVIDES A WIDE RANGE OF VIRTUAL AND IN-PERSON TRAININGS, FACILITATED DISCUSSIONS AND WORKSHOPS ON TOPICS RANGING FROM: EFFECTIVE LEADERSHIP AND CULTURE; CIVILITY AND BRIDGING DIVIDES; EFFECTIVE COUNCILS AND BOARDS; PERSONAL AND ORGANIZATIONAL ETHICS (AB 1234); ANTI-HARASSMENT TRAINING (AB 1661); GOOD GOVERNANCE; ROLES AND RESPONSIBILITIES OF ELECTED OFFICIALS VS STAFF.

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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 $2,505,777

Program Service Revenue $957,654

Investment Income $20,958

Other Revenue $0

TOTAL REVENUE $3,484,389

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,217,692

Fundraising Expenses $0

Program Expenses $856,130

Other Expenses $488,066

TOTAL EXPENSES $1,705,758

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,484,389	$1,574,874	+1.2%
Expenses	$1,705,758	$1,782,939	0.0%
Net Income	$1,778,631	$-208,065	-9.5%

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

$254,284

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERICA MANUEL	EXECUTIVE DIRECTOR	52.00	Officer	$211,725	$42,559	$254,284
MELISSA KUEHNE	SENIOR PROGRAM MANAGER	42.00	Highest	$115,498	$18,201	$133,699
ROBERTO TORRES	SENIOR PROGRAM MANAGER	42.00	Highest	$102,586	$23,432	$126,018
TERESA ACOSTA	CHAIR	0.50	Officer Director	$0	$0	$0
BRETT CHANNING	VICE CHAIR	0.50	Officer Director	$0	$0	$0
LYDIA ROMERO	SECRETARY	0.50	Officer Director	$0	$0	$0
MICHELE BEAL BAGNERIS	DIRECTOR	0.50	Director	$0	$0	$0
DON BARTZ LEFT 112023	DIRECTOR	0.50	Director	$0	$0	$0
JARON BRANDON	DIRECTOR	0.50	Director	$0	$0	$0
CAROLYN COLEMAN	DIRECTOR	0.50	Director	$0	$0	$0
RHONDA DUGGAN	DIRECTOR	0.50	Director	$0	$0	$0
RUBEN DURAN	DIRECTOR	0.50	Director	$0	$0	$0
RANDI JOHL	DIRECTOR	0.50	Director	$0	$0	$0
JAMES KEENE	DIRECTOR	0.50	Director	$0	$0	$0
PAOLO KESPRADIT	DIRECTOR	0.50	Director	$0	$0	$0
DALLIN KIMBLE LEFT 62023	DIRECTOR	0.50	Director	$0	$0	$0
GRAHAM KNAUS	DIRECTOR	0.50	Director	$0	$0	$0
JUSTIN LOVELL	DIRECTOR	0.50	Director	$0	$0	$0
PAT MARTEL	DIRECTOR	0.50	Director	$0	$0	$0
NEIL MCCORMICK	DIRECTOR	0.50	Director	$0	$0	$0
JUDITH MITCHELL	DIRECTOR	0.50	Director	$0	$0	$0
RICHARD MONTGOMERY	DIRECTOR	0.50	Director	$0	$0	$0
LORENZO RIOS	DIRECTOR	0.50	Director	$0	$0	$0
NAT ROJANASATHIRA	DIRECTOR	0.50	Director	$0	$0	$0
HILARY STRAUS	DIRECTOR	0.50	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
2024	No data	No data	No data	No data
2023	$3,484,389	$1,705,758	$3,510,900	$1,778,631
2022	$1,574,874	$1,782,939	$1,693,340	$-208,065
2021	$1,529,227	$1,657,523	$1,939,416	$-128,296
2020	$1,602,720	$1,422,821	$2,065,721	$179,899
2019	$2,042,185	$1,499,892	$1,859,718	$542,293
2018	$1,425,285	$1,896,456	$1,374,670	$-471,171