PACIFIC TAX POLICY INSTITUTE

EIN: 475003408 501(c)(3) Education

CAPITOLA, CA

Total Revenue
$230,100
Total Expenses
$232,344
Total Assets
$96,390
Net Assets
$96,390
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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
2015
Legal Domicile
CA
Principal Officer
DR STEWART KARLINSKY
Phone
8312390620
Tax Period
2024-01-01 to 2024-12-31

PACIFIC TAX POLICY INSTITUTE, founded in 2015, is a small nonprofit in the Education sector that reported $230K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year.

Mission

TAX EDUCATION CONFERENCE AND PROGRAMS

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $11,000
Program Service Revenue $219,100
Investment Income $0
Other Revenue $0
TOTAL REVENUE $230,100

Expense Breakdown

Grants Paid $0
Salaries & Benefits $70,000
Fundraising Expenses $0
Program Expenses $232,344
Other Expenses $162,344
TOTAL EXPENSES $232,344

Year-over-Year Comparison

2024 2023 Change
Revenue $230,100 $244,258 -0.1%
Expenses $232,344 $222,632 +0.0%
Net Income $-2,244 $21,626 -1.1%
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

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Governance

Voting Members
4
Independent Members
2
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
2
$70,000
Total Directors
4
$70,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DR STEWART KARLINSKY EXECUTIVE DI 10.00
Officer Director
$35,000 $0 $35,000
BARBARA PHALEN EXECUTIVE AD 10.00
Officer Director
$35,000 $0 $35,000
LARRY LANGDON BOARD MEMBER 1.00
Director
$0 $0 $0
ANGELA EVANS BOARD MEMBER 1.00
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 $230,100 $232,344 $96,390 $-2,244
2023 $244,258 $222,632 $98,634 $21,626
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