PACT INSTITUTE (EIN 522131854) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

Principal Officer

CARALINE ANSTEY

Phone

2024665666

Tax Period

2020-10-01 to 2021-06-09

PACT INSTITUTE, founded in 1998, is a mid-sized nonprofit that reported $11.2M in total revenue in fiscal year 2020. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $15.8M exceeded revenue, resulting in a 41% operating deficit.

Mission

PACT INSTITUTE WORKS TO ACHIEVE STRATEGIC OBJECTIVES THAT IMPROVE THE LIVES OF PEOPLE AROUND THE WORLD WHO ARE POOR AND MARGINALIZED THROUGH INNOVATION, THE EXPLORATION OF NEW APPROACHES AND PARTNERSHIPS, AND FUNDING DIVERSIFICATION. IT IS A SUBSIDIARY OF PACT INC., AN INTERNATIONAL DEVELOPMENT ORGANIZATION.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $10,943,794

Program Service Revenue $235,067

Investment Income $2,664

Other Revenue $25,656

TOTAL REVENUE $11,207,181

Expense Breakdown

Grants Paid $3,003,050

Salaries & Benefits $5,327,684

Fundraising Expenses $0

Program Expenses $9,556,828

Other Expenses $7,458,290

TOTAL EXPENSES $15,789,024

Year-over-Year Comparison

	2020	2019	Change
Revenue	$11,207,181	$18,291,255	-0.4%
Expenses	$15,789,024	$19,107,823	-0.2%
Net Income	$-4,581,843	$-816,568	+4.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$1,025,823

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK FITZGERALD	BOARD CHAIR	5.00	Director	$0	$0	$0
MIKE DAHL	BOARD MEMBER	1.00	Director	$0	$0	$0
CAROLINE ANSTEY	PRES & CEO (AS OF 03/2020)	5.00	Officer	$0	$1,100	$336,457
MARIA BARTON	GEN COUNSEL/CHIEF ETHICS/COMPL OFF.	5.00	Officer	$0	$9,931	$287,903
SAMANTHA BARBEE	CFO	5.00	Officer	$0	$18,309	$276,567
CARLOS A CARAZANA	INTERIM PRESIDENT & CEO	5.00	Officer	$0	$0	$124,896
MARK VISO	PRES & CEO (THRU 07/2019)	0.00		$0	$0	$222,820
NATASHA SAKOLSKY	EXEC DIR. PACT INST. (THRU 6/2020)	0.00		$0	$36,261	$155,101

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
2021	$11,207,181	$15,789,024	No data	$-4,581,843
2020	$18,291,255	$19,107,823	$10,778,430	$-816,568
2019	$21,913,793	$21,550,755	$12,417,284	$363,038
2018	$21,830,132	$21,595,152	$13,699,774	$234,980

PACT INSTITUTE