PUBLIC ASSETS INSTITUTE INC (EIN 161703662) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

STEPHANIE YU

Tax Period

2023-07-01 to 2024-06-30

PUBLIC ASSETS INSTITUTE INC, founded in 2003, is a small nonprofit in the Public & Societal Benefit sector that reported $544K in total revenue in fiscal year 2023. Expenses of $611K exceeded revenue, resulting in a 12% operating deficit.

Mission

PUBLIC ASSETS INSTITUTE IMPROVES THE WELLBEING OF ALL VERMONTERS AND ADVANCES RACIAL, SOCIAL, AND ECONOMIC JUSTICE THROUGH RESEARCH, FISCAL ANALYSIS, PUBLIC ENGAGEMENT AND EMPOWERMENT, AND BY DEVELOPING AND PROMOTING POLICIES THAT STATE GOVERNMENT CAN ENACT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $528,575

Program Service Revenue $8,500

Investment Income $6,821

Other Revenue $500

TOTAL REVENUE $544,396

Expense Breakdown

Grants Paid $0

Salaries & Benefits $399,978

Fundraising Expenses $40,078

Program Expenses $492,809

Other Expenses $210,927

TOTAL EXPENSES $610,905

Year-over-Year Comparison

	2023	2022	Change
Revenue	$544,396	$555,832	0.0%
Expenses	$610,905	$582,610	+0.0%
Net Income	$-66,509	$-26,778	+1.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$98,183

Total Directors

$98,183

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHANIE YU	PRESIDENT	40.00	Officer Director	$98,183	$0	$98,183
JANET ANCEL	VICE CHAIR	2.00	Officer Director	$0	$0	$0
ED PAQUIN	TREASURER INCOMING	2.00	Officer Director	$0	$0	$0
STEVEN GOLD	CHAIRMAN	2.00	Officer Director	$0	$0	$0
GAYE SYMINGTON	TREASURER OUTGOING	2.00	Officer Director	$0	$0	$0
JARED DUVAL	SECRETARY	2.00	Officer 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
2025	No data	No data	No data	No data
2024	$544,396	$610,905	$424,809	$-66,509
2023	$555,832	$582,610	$490,161	$-26,778
2022	$739,196	$582,331	$528,161	$156,865
2021	$475,041	$513,731	$375,614	$-38,690
2020	$527,742	$473,094	$462,589	$54,648
2019	$522,358	$349,563	$340,649	$172,795
2018	$305,414	$300,159	$159,550	$5,255

PUBLIC ASSETS INSTITUTE INC