THE AMERICAN POLICY ROUNDTABLE (EIN 341188989) - 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

1980

Legal Domicile

Principal Officer

David P Zanotti

Phone

2164073865

Tax Period

2023-01-01 to 2023-12-31

THE AMERICAN POLICY ROUNDTABLE, founded in 1980, is a community nonprofit in the Civil Rights & Advocacy sector that reported $2.9M in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $857K, a strong 30% operating margin.

Mission

Restore Traditional Principles to American Public Policy

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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 $2,841,115

Program Service Revenue $0

Investment Income $37,007

Other Revenue $3

TOTAL REVENUE $2,878,125

Expense Breakdown

Grants Paid $0

Salaries & Benefits $823,243

Fundraising Expenses $307,142

Program Expenses $1,410,619

Other Expenses $1,198,264

TOTAL EXPENSES $2,021,507

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,878,125	$2,246,957	+0.3%
Expenses	$2,021,507	$1,664,710	+0.2%
Net Income	$856,618	$582,247	+0.5%

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

$412,961

Total Directors

$412,961

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David P Zanotti	CEO	60.00	Officer Director Highest	$185,625	$860	$186,485
Robert L Walgate Jr	VP CFO	60.00	Officer Director	$129,125	$0	$129,125
Patricia A Marountas	Secretary	60.00	Officer Director	$70,750	$26,601	$97,351
William B Allen	Trustee	2.00	Director	$0	$0	$0
John Bartley	Trustee	2.00	Director	$0	$0	$0
John Bouquet	Trustee	2.00	Director	$0	$0	$0
Don Cochran	Trustee	2.00	Director	$0	$0	$0
Norm Mulder	Trustee	2.00	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
2024	No data	No data	No data	No data
2023	$2,878,125	$2,021,507	$4,933,004	$856,618
2022	$2,246,957	$1,664,710	$4,229,376	$582,247
2021	$3,054,753	$1,464,023	$3,764,518	$1,590,730

THE AMERICAN POLICY ROUNDTABLE