The Private Investor Coalition Inc (EIN 270645372) - 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

2009

Legal Domicile

Principal Officer

David Martin

Phone

2025081473

Tax Period

2024-01-01 to 2024-12-31

The Private Investor Coalition Inc, founded in 2009, is a small nonprofit that reported $978K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $880K left a modest 10% surplus.

Mission

The Corporation advocates for the equitable treatment of private investors.

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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 $0

Program Service Revenue $959,749

Investment Income $18,168

Other Revenue $0

TOTAL REVENUE $977,917

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $880,152

TOTAL EXPENSES $880,152

Year-over-Year Comparison

	2024	2023	Change
Revenue	$977,917	$802,103	+0.2%
Expenses	$880,152	$655,208	+0.3%
Net Income	$97,765	$146,895	-0.3%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David M Martin	President & Director	3.00	Officer Director	$0	$0	$0
Mark M Poljak	Vice President & Director	1.00	Officer Director	$0	$0	$0
Timothy P Terry	Secretary & Director	2.00	Officer Director	$0	$0	$0
John Benevides	Director	1.00	Director	$0	$0	$0
Ryan Harding	Director	2.00	Director	$0	$0	$0
Diane O Malarik	Director	2.00	Director	$0	$0	$0
Shelley Marciano	Director	2.00	Director	$0	$0	$0
Mark Reed	Director	2.00	Director	$0	$0	$0
Kirk A Rose	Director	3.00	Director	$0	$0	$0
Michael S Saxon	Director	1.00	Director	$0	$0	$0
Lynn-Anne M Schow	Director	1.00	Director	$0	$0	$0
Andre Thapedi	Director until 11/2024	3.00	Director	$0	$0	$0
Marlo W Turcotte	Director	1.00	Director	$0	$0	$0
Heath N Weisberg	Director	3.00	Director	$0	$0	$0
David P Zislin	Director	3.00	Director	$0	$0	$0
Dulcie L Truitt	Treasurer & Director Emeritus	1.00	Officer	$0	$0	$0
Karl R Anderson	Vice President	1.00	Officer	$0	$0	$0
Gillian Nagler	Vice President	1.00	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	$977,917	$880,152	$757,400	$97,765
2023	$802,103	$655,208	$600,952	$146,895
2022	$721,945	$680,186	$610,791	$41,759
2021	$665,014	$666,857	$313,533	$-1,843
2020	$608,118	$536,783	$223,024	$71,335
2019	$547,614	$544,857	$141,445	$2,757
2018	$550,171	$481,357	$142,201	$68,814

The Private Investor Coalition Inc