POLICY RESEARCH INC (EIN 141783468) - 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

1995

Legal Domicile

Principal Officer

PAMELA CLARK ROBBINS

Phone

5184397415

Tax Period

2023-01-01 to 2023-12-31

POLICY RESEARCH INC, founded in 1995, is a community nonprofit in the Science & Technology sector that reported $3.2M in total revenue in fiscal year 2023. Expenses of $3.0M left a modest 4% surplus.

Mission

TO PROVIDE TECHNICAL ASSISTANCE, TRAINING AND RESEARCH SERVICES, PRIMARILY FOCUSED ON BEHAVIORAL HEALTH PROGRAMS AND SYSTEMS, TO NON-PROFIT ORGANIZATIONS, GOVERNMENTS AND OTHER ENTITIES.

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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 $241,873

Program Service Revenue $2,919,424

Investment Income $20,773

Other Revenue $736

TOTAL REVENUE $3,182,806

Expense Breakdown

Grants Paid $0

Salaries & Benefits $839,311

Fundraising Expenses $0

Program Expenses $2,867,309

Other Expenses $2,202,466

TOTAL EXPENSES $3,041,777

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,182,806	$3,153,377	+0.0%
Expenses	$3,041,777	$3,099,378	0.0%
Net Income	$141,029	$53,999	+1.6%

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

$9,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MAUREEN MCLEOD	PRESIDENT	1.00	Officer Director	$0	$0	$0
HENRY STEADMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TRISHA GANNON	TREASURER	1.00	Officer Director	$0	$0	$0
DEBORAH DENNIS	SECRETARY	1.00	Officer Director	$0	$0	$0
TYLER CLARK ROBBINS	BOARD MEMBER	1.00	Director	$0	$0	$0
SANJEEVE DESOYZA	BOARD MEMBER	1.00	Director	$0	$0	$0
BONITA VEYSEY	BOARD MEMBER	1.00	Director	$0	$0	$0
PAMELA CLARK ROBBINS	EXECUTIVE DIRECTOR	1.00	Officer	$9,000	$0	$9,000
REGINA HUERTER	SENIOR PROJECT ASSOCIATE I	40.00	Highest	$126,910	$22,722	$149,632
JENANNE ELDER	SENIOR PROJECT ASSOCIATE I	40.00	Highest	$143,098	$15,877	$158,975
ASHLEY KRIDER	SENIOR PROJECT ASSOCIATE	40.00	Highest	$109,387	$23,999	$133,386
LISA MAYE	SENIOR PROJECT ASSOCIATE	40.00	Highest	$105,244	$19,766	$125,010
SAMANTHA ZOTTOLA	SENIOR RESEARCH ASSOCIATE	40.00	Highest	$111,040	$20,323	$131,363

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	$3,182,806	$3,041,777	$1,026,956	$141,029
2022	$3,153,377	$3,099,378	$969,269	$53,999
2021	$1,916,396	$1,812,015	$614,854	$104,381
2020	$1,248,889	$1,186,193	$1,137,019	$62,696
2019	$1,139,629	$1,120,892	$892,852	$18,737
2018	$1,159,814	$1,163,519	$861,785	$-3,705

POLICY RESEARCH INC