POLICY AND TAXATION GROUP INC (EIN 463253100) - 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

2013

Legal Domicile

Principal Officer

PATRICIA M SOLDANO

Phone

7143573140

Tax Period

2023-01-01 to 2023-12-31

POLICY AND TAXATION GROUP INC, founded in 2013, is a small nonprofit in the Public & Societal Benefit sector that reported $907K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $1.1M exceeded revenue, resulting in a 19% operating deficit.

Mission

ORGANIZED AND OPERATED TO EDUCATE THE PUBLIC ABOUT ESTATE, GIFT AND GENERATION-SKIPPING TRANSFER TAXES AND TO ADVOCATE FOR THE ELIMINATION OF THOSE TAXES THROUGH LOBBYING ACTIVITIES.

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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 $906,500

Program Service Revenue $0

Investment Income $253

Other Revenue $0

TOTAL REVENUE $906,753

Expense Breakdown

Grants Paid $0

Salaries & Benefits $180,000

Fundraising Expenses $136,911

Program Expenses $809,615

Other Expenses $895,490

TOTAL EXPENSES $1,075,490

Year-over-Year Comparison

	2023	2022	Change
Revenue	$906,753	$734,594	+0.2%
Expenses	$1,075,490	$950,186	+0.1%
Net Income	$-168,737	$-215,592	-0.2%

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

N/A

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

$180,000

Total Directors

$180,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA M SOLDANO	PRESIDENT & DIRECTOR	20.00	Officer Director	$180,000	$0	$180,000
ERNEST A POMERLEAU	DIRECTOR	1.00	Officer Director	$0	$0	$0
BRETT ROUSCH	DIRECTOR	1.00	Officer Director	$0	$0	$0
STEVE ELSBERRY	DIRECTOR	1.00	Director	$0	$0	$0
ALAN HIRSCHFIELD	DIRECTOR	1.00	Director	$0	$0	$0
JEFF MICHAEL	DIRECTOR	1.00	Director	$0	$0	$0
ANGELA SIMMONS	DIRECTOR	1.00	Director	$0	$0	$0
KIP R PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES D FOX	OFFICER	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$906,753	$1,075,490	$173,374	$-168,737
2022	$734,594	$950,186	$335,969	$-215,592
2021	$759,370	$780,330	$550,670	$-20,960
2020	$635,780	$456,589	$570,929	$179,191
2019	$842,817	$726,053	$392,537	$116,764
2018	$738,711	$758,391	$274,545	$-19,680

POLICY AND TAXATION GROUP INC