POLICY STUDIES ORGANIZATION

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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

1972

Legal Domicile

Principal Officer

DR PAUL RICH

Phone

2173558979

Tax Period

2024-01-01 to 2024-12-31

POLICY STUDIES ORGANIZATION, founded in 1972, is a community nonprofit in the Public & Societal Benefit sector that reported $1.3M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $1.4M exceeded revenue, resulting in a 10% operating deficit.

Mission

TO DISSEMINATE SCHOLARSHIP WIDELY AT LOW COST, AND ALONG WITH SCHOLARSHIPS AND GRANTS, IT DISTRIBUTES ITS PUBLICATIONS FREE OF CHARGE TO OVER 4000 INSTITUTIONS IN DEVELOPING COUNTRIES. SEE SCHEDULE O.

Program Service Accomplishments

Program 1

Expenses: $455,337

JOURNALS: JOURNALS REMAIN THE MAIN SOURCE OF INCOME FOR THE ORGANIZATION, SPECIFICALLY THOSE THAT ARE PUBLISHED ON OUR BEHALF BY WILEY. IN 2024 WE MOVED TWO JOURNALS PUBLISHED BY SAGE TO WILEY AS...

JOURNALS: JOURNALS REMAIN THE MAIN SOURCE OF INCOME FOR THE ORGANIZATION, SPECIFICALLY THOSE THAT ARE PUBLISHED ON OUR BEHALF BY WILEY. IN 2024 WE MOVED TWO JOURNALS PUBLISHED BY SAGE TO WILEY AS WELL. AS SUCH, A MAIN CONCERN IS TO CONTINUE DRIVING GROWTH IN TERMS OF OUTPUT AND READERSHIP.

Program 2

Expenses: $141,349

CONFERENCES: THE CONFERENCES ARE MEANT TO PROMOTE AND SUPPORT OUR JOURNALS BY ENLARGING THE POTENTIAL NETWORKS OF RESEARCHERS LOOKING FOR ACADEMIC PLATFORMS TO PUBLISH THEIR RESEARCH, REFLECTED IN...

CONFERENCES: THE CONFERENCES ARE MEANT TO PROMOTE AND SUPPORT OUR JOURNALS BY ENLARGING THE POTENTIAL NETWORKS OF RESEARCHERS LOOKING FOR ACADEMIC PLATFORMS TO PUBLISH THEIR RESEARCH, REFLECTED IN THE INCREASE IN ARTICLES SUBMITTED AND ARTICLES PUBLISHED IN THE JOURNALS YEAR AFTER YEAR. THE CONFERENCES ARE ALSO USEFUL TO CREATE CONTENT (VIDEO RECORDINGS) THAT CAN SERVE AS ADDED VALUE TO THE JOURNALS THEY ARE CONNECTED TO. OUR GOAL IS TO FIND WAYS TO INCREASINGLY MONETIZE THIS CONTENT. WE CURRENTLY RECEIVE ABOUT 5K IN ROYALTIES FOR SOME OF OUR VIDEOS AND WE THINK THERE IS POTENTIAL TO INCREASE THAT AS WE PUSH FOR OUR JOURNALS TO BE INCREASINGLY USED IN CURRICULUM DEVELOPMENT.

Program 3

Expenses: $114,427

WESTPHALIA PRESS: SUPPORTS THE PSO MISSION TO DISSEMINATE SCHOLARSHIP BY OFFERING FAIR AND AFFORDABLE PUBLISHING OPTIONS FOR AUTHORS. 31 BOOKS IN TOTAL WERE PUBLISHED IN 2024.

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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 (2024)

Revenue Breakdown

Contributions & Grants $380,020

Program Service Revenue $903,176

Investment Income $30

Other Revenue $0

TOTAL REVENUE $1,283,226

Expense Breakdown

Grants Paid $161,100

Salaries & Benefits $600,557

Fundraising Expenses $0

Program Expenses $711,113

Other Expenses $650,682

TOTAL EXPENSES $1,412,339

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,283,226	$1,047,646	+0.2%
Expenses	$1,412,339	$1,514,768	-0.1%
Net Income	$-129,113	$-467,122	-0.7%

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

$120,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL GUTIERREZ-SANDOVAL	EXEC DIR/SEC	40.00	Officer	$120,000	$0	$120,000
ANGELA MATYSIAK	VICE PRESIDE	N/A	Officer	$0	$0	$0
DR PAUL RICH	PRESIDENT	20.00	Officer	$0	$0	$0
VICTORIA BASOLO	VICE PRESIDE	N/A	Officer	$0	$0	$0
GUILLERMO DE LOS REYES	VICE PRESIDE	20.00	Officer	$0	$0	$0
VERNON SMITH	VICE PRESIDE	N/A	Officer	$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
2024	$1,283,226	$1,412,339	$318,394	$-129,113
2023	$1,047,646	$1,514,768	$340,557	$-467,122
2023	$1,047,646	$1,514,768	$340,557	$-467,122
2022	$1,010,370	$1,297,264	$809,225	$-286,894
2021	$945,128	$910,951	$278,611	$34,177
2020	$888,737	$1,006,469	$273,500	$-117,732
2019	$1,132,932	$1,081,940	$270,494	$50,992
2018	$918,249	$854,110	$219,502	$64,139