INVESTOR PROTECTION TRUST

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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

1993

Legal Domicile

Principal Officer

TANYA SOLOV

Phone

2027752112

Tax Period

2023-01-01 to 2023-12-31

INVESTOR PROTECTION TRUST, founded in 1993, is a small nonprofit that reported $717K in total revenue in fiscal year 2023. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $5.8M exceeded revenue, resulting in a 702% operating deficit.

Mission

INVESTOR PROTECTION TRUST IS A NONPROFIT ORGANIZATION DEVOTED TO INVESTOR EDUCATION. SINCE 1993 INVESTOR PROTECTION TRUST HAS WORKED WITH THE STATES AND AT THE NATIONAL LEVEL TO PROVIDE INDEPENDENT, OBJECTIVE INVESTOR EDUCATION NEEDED BY ALL AMERICANS TO MAKE INFORMED INVESTMENT DECISIONS.

Program Service Accomplishments

Program 1

Expenses: $5,502,747

EDUCATION OF INVESTORS, RESEARCH AND EDUCATION WITH RESPECT TO THE PROTECTION OF INVESTORS, AND PROMOTION OF COMPLIANCE WITH FEDERAL AND STATE SECURITIES AND COMMODITIES LAWS.

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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 $563,041

Program Service Revenue $0

Investment Income $121,347

Other Revenue $33,066

TOTAL REVENUE $717,454

Expense Breakdown

Grants Paid $3,287,541

Salaries & Benefits $109,090

Fundraising Expenses $0

Program Expenses $5,502,747

Other Expenses $2,359,539

TOTAL EXPENSES $5,756,170

Year-over-Year Comparison

	2023	2022	Change
Revenue	$717,454	$578,273	+0.2%
Expenses	$5,756,170	$2,809,929	+1.0%
Net Income	$-5,038,716	$-2,231,656	+1.3%

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

$109,090

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TUNG CHAN	TRUSTEE	2.00	Director	$0	$0	$0
KELLY JANES	TRUSTEE	2.00	Director	$0	$0	$0
BARRY GLENNON	TRUSTEE	4.00	Director	$0	$0	$0
NOULA ZAHARIS	TRUSTEE	2.00	Director	$0	$0	$0
TANYA SOLOV	AUTHORIZED OFFICER	30.00	Officer	$109,090	$0	$109,090

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	$717,454	$5,756,170	$6,833,520	$-5,038,716
2022	$578,273	$2,809,929	$10,525,291	$-2,231,656
2021	$3,411,199	$596,514	$13,587,826	$2,814,685
2020	$1,051,603	$1,153,253	$10,968,658	$-101,650
2019	$1,091,357	$1,519,478	$10,934,067	$-428,121
2018	$742,765	$1,737,694	$10,873,473	$-994,929