Policy Issues Institute

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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

2001

Legal Domicile

Phone

2025586491

Tax Period

2024-01-01 to 2024-12-31

Policy Issues Institute, founded in 2001, is a community nonprofit that reported $5.9M in total revenue in fiscal year 2024. Revenue fell 30% from the prior year — a significant decline worth monitoring.

Mission

PII has worked over the last two decades to educate and inform the public regarding public policy issues that impact the constitutional order upon which our country was founded. PII is primarily focused on promoting robust First Amendment protections for citizens and exposing judicial overreach that contravenes fundamental American principles such as free speech, freedom of the press, and other natural rights bestowed upon the public by our Constitution. PII similarly has a substantial interest in preventing judicial overreach, especially when that overreach has substantial First Amendment implications

Program Service Accomplishments

Program 1

Expenses: $4,105,057

PII mailed over 450,000 petitions in 2024 to the public, to inform them of important public policy issues, and asking them to send their signed petitions to members of Congress and other government officials. Over 100,000 signed petitions were received by government officials, calling on them to investigate and take action on matters of increased integrity in government that promotes the general welfare of the public.

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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 $5,910,843

Program Service Revenue $0

Investment Income $28,512

Other Revenue $0

TOTAL REVENUE $5,939,355

Expense Breakdown

Grants Paid $111,450

Salaries & Benefits $1,011,201

Fundraising Expenses $1,758,051

Program Expenses $4,105,057

Other Expenses $4,795,329

TOTAL EXPENSES $6,403,828

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,939,355	$8,473,195	-0.3%
Expenses	$6,403,828	$8,834,170	-0.3%
Net Income	$-464,473	$-360,975	+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

Volunteers

N/A

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

$946,340

Total Directors

$919,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Lacy	CEO	20.00	Officer Director	$466,750	$0	$466,750
Floyd Brown	President	20.00	Officer Director	$409,000	$0	$409,000
Alexander Tomescu	Vice President	5.00	Officer	$45,090	$0	$45,090
Lori Klein	Director	0.00	Director	$42,000	$0	$42,000
Barrett Garcia	Treasurer	5.00	Officer	$25,500	$0	$25,500
Martin Matthews	Director	0.00	Director	$500	$0	$500
Robert Cambron	Director	0.00	Director	$500	$0	$500
Randy Goodwin	Director	0.00	Director	$500	$0	$500

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	$5,939,355	$6,403,828	$487,941	$-464,473
2023	$8,473,195	$8,834,170	$987,571	$-360,975
2022	$9,794,674	$8,646,712	$1,514,174	$1,147,962
2021	$6,136,020	$6,856,806	$313,706	$-720,786
2020	$7,705,067	$6,512,190	$879,797	$1,192,877
2019	$6,265,409	$6,440,156	$162,477	$-174,747
2018	$6,462,767	$6,382,497	$290,543	$80,270