Planning Implementation and Evaluation Org (EIN 475604485) - 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

2015

Legal Domicile

Principal Officer

Nancy Plaskett

Phone

3124488410

Tax Period

2024-01-01 to 2024-12-31

Planning Implementation and Evaluation Org, founded in 2015, is a community nonprofit in the Public & Societal Benefit sector that reported $1.0M in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $186K, a strong 18% operating margin.

Mission

PIE builds the capacity of mission-driven organizations to evaluate impact, promote learning, and facilitate equitable change.

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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 (2024)

Revenue Breakdown

Contributions & Grants $232,002

Program Service Revenue $783,076

Investment Income $15,312

Other Revenue $0

TOTAL REVENUE $1,030,390

Expense Breakdown

Grants Paid $6,000

Salaries & Benefits $707,210

Fundraising Expenses $38,446

Program Expenses $603,473

Other Expenses $131,060

TOTAL EXPENSES $844,270

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,030,390	$1,203,898	-0.1%
Expenses	$844,270	$935,938	-0.1%
Net Income	$186,120	$267,960	-0.3%

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

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

$137,673

Total Directors

$137,673

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Tania Rempert PhD	President	1.00	Officer Director	$0	$0	$0
Kylia Kummer	Vice President	1.00	Officer Director	$0	$0	$0
Wendy Fine	Secretary	1.00	Officer Director	$0	$0	$0
Kim Tyler	Treasurer	1.00	Officer Director	$0	$0	$0
Leanne Kallemeyn PhD	Director	1.00	Director	$0	$0	$0
Kimberlee Guenther PhD	Director	1.00	Director	$0	$0	$0
Bala Kattappuram	Director	1.00	Director	$0	$0	$0
Ellen Cohen	Director	1.00	Director	$0	$0	$0
Nancy Plaskett	Executive Director (began	40.00	Officer Director	$137,673	$0	$137,673

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	$1,030,390	$844,270	$728,159	$186,120
2023	$1,203,898	$935,938	$631,354	$267,960
2022	$714,953	$996,782	$427,103	$-281,829
2021	$1,029,611	$930,402	$505,779	$99,209
2020	$978,422	$1,032,911	$405,394	$-54,489
2019	$1,025,359	$783,344	$455,112	$242,015
2018	$482,170	$424,738	$96,121	$57,432

Planning Implementation and Evaluation Org