POLICY IMPACT (EIN 364657870) - 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

KARI SARATOVSKY

Phone

5108414123

Tax Period

2023-01-01 to 2023-12-31

POLICY IMPACT, founded in 2009, is a community nonprofit in the Education sector that reported $6.8M in total revenue in fiscal year 2023. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.5M, a strong 36% operating margin.

Mission

THE ORGANIZATION'S MISSION IS TO SERVE AS THE FISCAL SPONSOR FOR THE CHARITABLE DONATIONS AND PHILANTHROPIC DISBURSEMENTS OF INDIVIDUALS, FOUNDATION, AND OTHER ENTITIES, TO PROVIDE TECHNICAL ASSISTANCE TO YOUTH-SERVING AND NONPROFIT ORGANIZATIONS AND TO COORDINATE EDUCATION AND OTHER POLICY EFFORTS.

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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 $6,733,546

Program Service Revenue $0

Investment Income $43,497

Other Revenue $0

TOTAL REVENUE $6,777,043

Expense Breakdown

Grants Paid $1,311,850

Salaries & Benefits $11,500

Fundraising Expenses $0

Program Expenses $4,026,640

Other Expenses $3,003,301

TOTAL EXPENSES $4,326,651

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,777,043	$4,582,631	+0.5%
Expenses	$4,326,651	$3,688,608	+0.2%
Net Income	$2,450,392	$894,023	+1.7%

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

N/A

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

$11,500

Total Directors

$11,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AARON DORFMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
LIONEL C JOHNSON	BOARD TREASURER & SECRETARY	1.00	Officer Director	$0	$0	$0
KARI DUNN SARATOVSKY	EXECUTIVE DIRECTOR	1.00	Officer Director	$11,500	$0	$11,500

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	No data	No data	No data	No data
2023	$6,777,043	$4,326,651	$4,416,046	$2,450,392
2022	$4,582,631	$3,688,608	$1,914,503	$894,023
2022	$4,582,631	$3,688,608	$1,914,503	$894,023
2021	$1,622,078	$1,129,953	$1,151,715	$492,125
2020	$722,098	$888,745	$238,850	$-166,647
2019	$889,043	$814,936	$405,876	$74,107
2018	$462,893	$775,167	$421,194	$-312,274

POLICY IMPACT