Nonprofit · EIN 55-0860376
GEORGIA BUDGET AND POLICY INSTITUTE INC
Tax-exempt · ATLANTA, GA 30303
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,988,439 | $2,380,462 | -$392,023 | $2,587,385 | $326,547 | $2,260,838 |
| December 31, 2023 | 990 | $2,344,096 | $2,994,262 | -$650,166 | $3,080,397 | $427,536 | $2,652,861 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,933,641
- Program service revenue
- $41,921
- Investment income
- $12,877
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $177,591
- Compensation of officers, directors and key employees
- $183,100
- Other salaries and wages
- $1,244,054
- Salaries, compensation and benefits (total)
- $1,711,306
- Professional fundraising fees
- $0
- Accounting fees
- $24,603
- Occupancy
- $128,805
- Travel
- $15,466
- Depreciation
- $15,243
- Program services (functional)
- $1,983,959
- Management and general (functional)
- $261,231
- Fundraising (functional)
- $135,272
Balance sheet and other
- Total assets, start of year
- $3,080,397
- Total assets, end of year
- $2,587,385
- Total liabilities, end of year
- $326,547
- Net assets, end of year
- $2,260,838
- Land, buildings and equipment
- $23,364
- Net assets without donor restrictions
- $835,261
- Net assets with donor restrictions
- $1,425,577
- Gross receipts
- $1,988,439
- Employees
- 15
- Volunteers
- 19
- Year formed
- 2004
- State of legal domicile
- GA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STACI FOX | President & CEO Officer | 40 | $183,100 | $14,984 |
| DAVID SCHAEFER | VP RESEARCH-POLICY | 40 | $149,600 | $13,214 |
| JESSICA HOOD | VP FINANCE-OPER | 40 | $146,900 | $7,345 |
| DANIEL KANSO | LEGISLATION-FISCAL | 40 | $111,672 | $17,131 |
| ERIN ROBINSON | OUTREACH-STRAT DIR | 40 | $112,812 | $11,374 |
| IFE FLOYD | ECON JUSTICE DIR | 40 | $110,500 | $5,525 |
| SUSAN E NEUGENT | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| MANOJ S SACHIN VARGHESE | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JAMES MCCOY | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| TERESA TOMLINSON | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| THOMAS BOLLER | DEVELOPM CHAIR Trustee or director | 0 | $0 | $0 |
| LOIS FRANK | STRATPLAN CHAIR Trustee or director | 0 | $0 | $0 |
| JIM STOKES | POLICY CHAIR Trustee or director | 0 | $0 | $0 |
| ANN DUFFY | GOVERNANC CHAIR Trustee or director | 0 | $0 | $0 |
| CHARLES JOHNSON | Director Trustee or director | 0 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARLA CARTWRIGHT | Director Trustee or director | 0 | $0 |
| ROBERT SILLS | Director Trustee or director | 0 | $0 |
| DAVID L SJOQUIST | Director Trustee or director | 0 | $0 |
| ROBIAN ROGERS CHARLES | Director Trustee or director | 0 | $0 |
| NORELIE GARCIA VALENTIN | Director Trustee or director | 0 | $0 |
| MARIA DEL ROSARIO PALACIOS | Director Trustee or director | 0 | $0 |
| YASMINE MURRAY ANTOINE | Director Trustee or director | 0 | $0 |
| HAYDEN E BROOKS | Director Trustee or director | 0 | $0 |
| FLORA B DEVINE | Director Trustee or director | 0 | $0 |
| MERIA CARSTARPHEN | Director Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STACI FOX | President & CEO Officer | 40 | $183,136 | $14,841 |
| JESSICA WOODS | FINANCE DIRECTOR | 40 | $140,825 | $7,041 |
| DAVID SCHAEFER | VP RESEARCH-POLICY | 40 | $125,636 | $11,966 |
| DOMINIQUE DERBIGNY SIM | SR VICE PRES | 40 | $126,865 | $5,203 |
| CRYSTAL JOHNSON | HR/ADMIN DIR | 40 | $119,759 | $10,739 |
| SUSAN E NEUGENT | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| MANOJ S SACHIN VARGHESE | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JAMES MCCOY | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| TERESA TOMLINSON | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| ROBIAN ROGERS CHARLES | DEVELOPM CHAIR Trustee or director | 0 | $0 | $0 |
| YASMINE MURRAY | STRATPLAN CHAIR Trustee or director | 0 | $0 | $0 |
| DAVIS L SJOQUIST | POLICY CHAIR Trustee or director | 0 | $0 | $0 |
| JIM STOKES | GOVERNANC CHAIR Trustee or director | 0 | $0 | $0 |
| THOMAS BOLLER | Director Trustee or director | 0 | $0 | $0 |
| CARLA CARTWRIGHT | Director Trustee or director | 0 | $0 | $0 |
| ANN DUFFY | Director Trustee or director | 0 | $0 | $0 |
| LOIS FRANK | Director Trustee or director | 0 | $0 | $0 |
| NORELIE GARCIA | Director Trustee or director | 0 | $0 | $0 |
| CHARLES JOHNSON | Director Trustee or director | 0 | $0 | $0 |
| GLENDA MINKIN | Director Trustee or director | 0 | $0 | $0 |
| MARIA DEL ROSARIO PALACIOS | Director Trustee or director | 0 | $0 | $0 |
| NATOSHA REID RICE | Director Trustee or director | 0 | $0 | $0 |
| ROBERT SILLS | Director Trustee or director | 0 | $0 | $0 |
| HAYDEN E BROOKS | Director Trustee or director | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 50 HURT PLZ SE STE 720, ATLANTA, GA 30303-2950
- In care of
- % TAIFA BUTLER
- Principal officer (990 for 2024)
- SUSAN E NEUGENT, 50 HURT PLAZA SE 720, ATLANTA, GA 30303
- Signed the 990
- STACI FOX, CEO
- Phone
- (404) 420-1324
- Website
- WWW.GBPI.ORG
- Return prepared by
- Blad & Hezlep LLC
Mission
The Georgia Budget & Policy Institute works to advance lasting solutions that expand economic opportunity and well-being for all Georgians. We produce research and state budget analysis to show Georgia ways to provide equitable education, health care and opportunity for everyone.
Program accomplishments
- GBPI provides budget and fiscal analysis to ensure our states policies are meeting the needs of our people. As the state has grown and become more racially and ethnically diverse, we have committed to disaggregating data and providing context as to why disparities along race, gender and other identities exist; seeking resources that advance organizational development and knowledge of equity in all its dimensions; recruiting and hiring from a diverse talent pool; developing relationships with diverse partner organizations and communities and better integrating racial and ethnic equity into the GBPIs strategic plan, mission, vision and core values.Expenses $1,983,959 · grants $177,591 · revenue $41,921
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 55-0860376
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W05)
- Assets (IRS master file)
- $2,587,385
- Income (IRS master file)
- $1,988,439
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,988,439 | $2,380,462 | $2,587,385 | XML |
| 990 | December 2023 | $2,344,096 | $2,994,262 | $3,080,397 | XML |
| 990 | December 2022 | $3,128,971 | $2,723,307 | $3,895,239 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 55-0860376).
Questions about GEORGIA BUDGET AND POLICY INSTITUTE INC
- What is the EIN of GEORGIA BUDGET AND POLICY INSTITUTE INC?
- The employer identification number (EIN) of GEORGIA BUDGET AND POLICY INSTITUTE INC is 55-0860376.
- Is GEORGIA BUDGET AND POLICY INSTITUTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to GEORGIA BUDGET AND POLICY INSTITUTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does GEORGIA BUDGET AND POLICY INSTITUTE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of GEORGIA BUDGET AND POLICY INSTITUTE INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GEORGIA BUDGET AND POLICY INSTITUTE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of GEORGIA BUDGET AND POLICY INSTITUTE INC?
- The 990 for the year ended December 31, 2024 names SUSAN E NEUGENT.
- Who are the officers and directors of GEORGIA BUDGET AND POLICY INSTITUTE INC?
- The 990 for the year ended December 31, 2024 lists 25 people; 6 received compensation from the organization, the highest $183,100 (STACI FOX, President & CEO).
- How much revenue does GEORGIA BUDGET AND POLICY INSTITUTE INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,988,439, expenses of $2,380,462 and total assets of $2,587,385 at year end.
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