Center for Policy Design

Nonprofit profile at a glance

EIN
411414255
IRS 990-EZ coverage
2018–2024
Forms available
Form 990 2017, Form 990-EZ 2024
Location
St Paul, MN, USA
Phone
6127911919
Rating
82
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$50,265
Expenses
$47,701
Assets
$42,799
Liabilities
$6,559

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

3 people listed

Executive titles in this filing

  • DANIEL LORITZ (PRESIDENT/SR)

People named in this filing

  • DANIEL LORITZ (PRESIDENT/SR)
  • WALTER MCCLURE (CHAIR)
  • JOHN WARD (OFFICER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Research, develop, and implement system strategies in the areas of health care, public education, and public policy.

What it reported doing in 2024

Civic affairs: the civic affairs program supports a policy design process that maintains the activity in which problems/opportunities can be thought about and that moves conclusions and recommendations to those able to act civically and politically. The policy focus is an effort to spread the policy redesign strategy by combining a strong sense of social responsibility with a determination to "continually search for gains, policy design and policy redesign".

Operating model

Revenue model
Donor-supported. 91% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 80
  • Transparency & Controls: 100
  • Sustainability: 47
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 77.8%; rating input score 78
  • Program expense ratio: 82%; rating input score 82

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 5.1%; rating input score 55; 55th percentile among comparable filings
  • Total-asset coverage ratio: 0.9; rating input score 43; 43rd percentile among comparable filings
  • Liabilities to assets ratio: 0.15; rating input score 15; 15th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -11.8% per year; rating input score 0; 25th percentile among comparable filings
  • Revenue growth: -12.8% per year; rating input score 0; 20th percentile among comparable filings
  • Asset growth: -4.7% per year; rating input score 0; 25th percentile among comparable filings

Details

  • Where the money goes: 77.8% of revenue deployed · 82% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $39K in reported program spending
  • Leadership: top reported pay $0 · 3 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 6 filing years from 2018 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Operating margin scored 55/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 43/100.
  • High — Sustainability: Liabilities to assets ratio scored 15/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.