Platte Institute For Economic Research Inc

Platte Institute consistently spends nearly all revenue on operations with steady growth and no reported officer compensation.

EIN: 208809060 · Omaha, NE · NTEE: V22 · Updated: 2026-03-28

$1.2MRevenue
$608KAssets
85/100Mission Score (Excellent)
V22
Platte Institute For Economic Research Inc Financial Summary
MetricValue
Total Revenue$1.2M
Total Expenses$1.2M
Program Spending85%
Net Assets$337K
Transparency Score85/100

Is Platte Institute For Economic Research Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
2 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Platte Institute For Economic Research Inc directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Platte Institute For Economic Research Inc

Platte Institute For Economic Research Inc (EIN: 208809060) is a nonprofit organization based in Omaha, NE, classified under NTEE code V22. The organization reported total revenue of $1.2M and total assets of $608K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Platte Institute For Economic Research Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

19Years Operating
Mid-SizeSize Classification
13Years of Filings
MixedRevenue Trajectory

Platte Institute For Economic Research Inc is a mid-size nonprofit that has been operating for 19 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 9.5%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$1.2M
Total Expenses$1.2M
Surplus / Deficit+$12K
Total Assets$566K
Total Liabilities$229K
Net Assets$337K
Operating Margin1.1%
Debt-to-Asset Ratio40.5%
Months of Reserves5.9 months

Financial Health Grade: A

In 2023, Platte Institute For Economic Research Inc reported a surplus of $12K with revenue exceeding expenses, holds 5.9 months of operating reserves (adequate), has a debt-to-asset ratio of 40.5% (moderate leverage).

Financial Trends

Over 13 years of filings (2011–2023), Platte Institute For Economic Research Inc's revenue has grown at a compound annual growth rate (CAGR) of 9.5%.

YearRevenue ChangeExpense ChangeAsset Change
2023+1.1%+0.5%+3.4%
2022+6.7%+12.4%+34.9%
2021+27.2%+22.4%+21.3%
2020-15.3%-15.6%-0.7%
2019+1.9%+3.3%+12.4%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2007

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Platte Institute For Economic Research Inc demonstrates consistent financial growth, with revenue increasing from $664,702 in 2014 to $1,170,973 in 2023. The organization maintains a healthy financial position, with assets growing steadily over the decade, reaching $565,560 in 2023. Their liabilities have also seen an increase, reaching $229,009 in 2023, which warrants monitoring but does not appear to be a significant concern relative to asset growth. The organization consistently spends nearly all of its revenue each year, with expenses closely tracking revenue, indicating efficient use of funds rather than significant accumulation of reserves. The consistent reporting of 0% officer compensation across all available filings suggests a high degree of transparency regarding executive pay, or that executive compensation is not reported in this specific field, which would require further investigation into their detailed expense breakdown. While the overall financial health appears stable with consistent revenue and asset growth, the close proximity of expenses to revenue each year means the organization operates with relatively thin margins. For example, in 2023, expenses were $1,158,664 against revenues of $1,170,973, a margin of just over 1%. This operational model, while efficient in deploying funds, leaves less buffer for unexpected financial challenges or significant strategic investments without additional fundraising. The NTEE code V22 (Public Policy Research Organizations) suggests a focus on research and advocacy, and the consistent spending patterns align with an organization actively pursuing its mission rather than building large endowments. Transparency is a notable strength, particularly with the explicit 0% officer compensation reported in the summary data, which is a clear indicator of either no compensation or a different reporting structure that would need deeper scrutiny of the full 990 forms. The consistent filing history over 13 periods further underscores a commitment to regulatory compliance and public disclosure. Overall, the Platte Institute appears to be a financially stable and transparent organization, effectively utilizing its resources to achieve its mission, though its tight operating margins are a characteristic to note.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Platte Institute For Economic Research Inc with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 10%
  • programs: 85%
  • fundraising: 5%

According to IRS 990 filings, Platte Institute For Economic Research Inc allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$1.2MTotal Revenue
$1.2MTotal Expenses
$566KTotal Assets
$229KTotal Liabilities
$337KNet Assets
  • The organization reported a surplus of $12K, with revenue exceeding expenses.
  • Debt-to-asset ratio: 40.5%.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, suggesting either that no officers receive compensation or that compensation is reported under different expense categories, which would require a deeper dive into the full 990 forms to verify.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Platte Institute For Economic Research Inc's IRS 990 filings:

  • Unusually low operating margins (e.g., 1% in 2023) could limit financial resilience.
  • Significant increase in liabilities from $7,621 in 2016 to $229,009 in 2023 warrants further investigation.

Strengths

The following positive indicators were identified for Platte Institute For Economic Research Inc:

  • Consistent revenue growth from $664,702 in 2014 to $1,170,973 in 2023.
  • Steady asset growth, reaching $565,560 in 2023, indicating financial stability.
  • High program spending efficiency, with expenses closely tracking revenue, suggesting funds are actively deployed.
  • Consistent 0% officer compensation reported, indicating transparency or a unique compensation structure.
  • Long and consistent IRS 990 filing history (13 filings) demonstrates commitment to compliance and transparency.

Frequently Asked Questions about Platte Institute For Economic Research Inc

Is Platte Institute For Economic Research Inc a legitimate charity?

Platte Institute For Economic Research Inc (EIN: 208809060) is a registered tax-exempt nonprofit based in Nebraska. Our AI analysis gives it a Mission Score of 85/100. It has 13 years of IRS 990 filings on record. Total revenue: $1.2M. 2 red flags identified. 5 strengths noted. Financial health grade: A.

How does Platte Institute For Economic Research Inc spend its money?

Platte Institute For Economic Research Inc directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Platte Institute For Economic Research Inc tax-deductible?

Platte Institute For Economic Research Inc is registered as a tax-exempt nonprofit (EIN: 208809060). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Platte Institute For Economic Research Inc's spending goes to programs?

Platte Institute For Economic Research Inc directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Platte Institute For Economic Research Inc compare to similar nonprofits?

With a transparency score of 85/100 (Excellent), Platte Institute For Economic Research Inc is above average for NTEE category V22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Platte Institute For Economic Research Inc located?

Platte Institute For Economic Research Inc is headquartered in Omaha, Nebraska and files with the IRS under EIN 208809060. It is classified under NTEE code V22.

How many years of IRS 990 filings does Platte Institute For Economic Research Inc have?

Platte Institute For Economic Research Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $1.2M in total revenue.

How does the Platte Institute manage to report 0% officer compensation across all filings?

The consistent reporting of 0% officer compensation in the summary data is unusual for an organization of this size and revenue. It could mean that officers are uncompensated, or their compensation is categorized differently within the detailed expense sections of the full IRS 990 forms, such as under 'salaries and wages' for non-officer staff, or through a related organization. A review of the full 990, Part VII, Section A would clarify this.

What is the organization's strategy for maintaining such tight operating margins?

The Platte Institute consistently operates with very thin margins, with expenses closely matching revenue each year (e.g., $1,158,664 expenses vs. $1,170,973 revenue in 2023). This indicates a strategy of deploying nearly all incoming funds directly into operations and programs rather than accumulating significant reserves. While efficient, it suggests a reliance on consistent annual fundraising to cover ongoing costs.

How have liabilities increased significantly in recent years?

Liabilities have seen a notable increase, from $7,621 in 2016 to $229,009 in 2023. While assets have also grown, this increase in liabilities warrants further investigation to understand its nature (e.g., deferred revenue, program-related payables, or debt) and its impact on the organization's financial flexibility.

Filing History

IRS 990 filing history for Platte Institute For Economic Research Inc showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Platte Institute For Economic Research Inc's revenue has grown by 196.6%, moving from $395K to $1.2M. Total assets increased by 383.3% over the same period, from $117K to $566K. Total functional expenses rose by 174.1%, from $423K to $1.2M. In its most recent filing year (2023), Platte Institute For Economic Research Inc reported a surplus of $12K, with revenue exceeding expenses. The organization holds $229K in liabilities against $566K in assets (debt-to-asset ratio: 40.5%), resulting in net assets of $337K.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $1.2M $1.2M $566K $229K View 990
2022 $1.2M $1.2M $547K $223K View 990
2021 $1.1M $1.0M $406K $77K View 990
2020 $854K $838K $334K $66K View 990
2019 $1.0M $993K $337K $84K View 990
2018 $990K $961K $300K $62K View 990
2017 $850K $829K $268K $58K View 990
2016 $821K $760K $196K $8K View 990
2015 $724K $720K $147K $18K View 990
2014 $665K $648K $156K $32K View 990
2013 $572K $570K $132K $24K View 990
2012 $449K $453K $112K $9K View 990
2011 $395K $423K $117K $11K View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $1.2M, expenses of $1.2M, and assets of $566K (revenue +1.1% year-over-year).
  • 2022: Revenue of $1.2M, expenses of $1.2M, and assets of $547K (revenue +6.7% year-over-year).
  • 2021: Revenue of $1.1M, expenses of $1.0M, and assets of $406K (revenue +27.2% year-over-year).
  • 2020: Revenue of $854K, expenses of $838K, and assets of $334K (revenue -15.3% year-over-year).
  • 2019: Revenue of $1.0M, expenses of $993K, and assets of $337K (revenue +1.9% year-over-year).
  • 2018: Revenue of $990K, expenses of $961K, and assets of $300K (revenue +16.5% year-over-year).
  • 2017: Revenue of $850K, expenses of $829K, and assets of $268K (revenue +3.5% year-over-year).
  • 2016: Revenue of $821K, expenses of $760K, and assets of $196K (revenue +13.3% year-over-year).
  • 2015: Revenue of $724K, expenses of $720K, and assets of $147K (revenue +9.0% year-over-year).
  • 2014: Revenue of $665K, expenses of $648K, and assets of $156K (revenue +16.3% year-over-year).
  • 2013: Revenue of $572K, expenses of $570K, and assets of $132K (revenue +27.2% year-over-year).
  • 2012: Revenue of $449K, expenses of $453K, and assets of $112K (revenue +13.8% year-over-year).
  • 2011: Revenue of $395K, expenses of $423K, and assets of $117K.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Platte Institute For Economic Research Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Platte Institute For Economic Research Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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