THE PATENT AND TRADEMARK OFFICE SOCIETY

EIN: 536013530

ALEXANDRIA, VA

Total Revenue
$186,650
Total Expenses
$218,895
Total Assets
$764,818
Net Assets
$764,818
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
1917
Legal Domicile
VA
Principal Officer
MATTHEW TROUTMAN
Phone
5712701671
Tax Period
2023-01-01 to 2023-12-31

THE PATENT AND TRADEMARK OFFICE SOCIETY, founded in 1917, is a small nonprofit that reported $242K in total revenue in fiscal year 2018. Net assets of $670K represent 33 months of operating reserves.

Mission

DISSEMINATE & EXCHANGE IDEAS IN PATENTS, TRADEMARKS & COPYRIGHTS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $183,274
Program Service Revenue $0
Investment Income $3,376
Other Revenue $0
TOTAL REVENUE $186,650

Expense Breakdown

Grants Paid $5,000
Salaries & Benefits $49,022
Fundraising Expenses $0
Program Expenses $202,233
Other Expenses $164,873
TOTAL EXPENSES $218,895

Year-over-Year Comparison

2023 2022 Change
Revenue $186,650 $209,495 -0.1%
Expenses $218,895 $187,409 +0.2%
Net Income $-32,245 $22,086 -2.5%
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

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Financial Distress Indicator

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Governance

Voting Members
42
Independent Members
42
Employees
5
Volunteers
42

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
5
$0
Total Directors
41
$12,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WILLIAM KIM DIRECTOR 1.00
Director
$0 $0 $0
ANNE KOZAK DIRECTOR 1.00
Director
$0 $0 $0
RACHEL HIGHLANDER DIRECTOR 1.00
Director
$0 $0 $0
SHELBY TURNER DIRECTOR 1.00
Director
$0 $0 $0
KATIE GERTH DIRECTOR 1.00
Director
$0 $0 $0
RYAN DONLON DIRECTOR 1.00
Director
$0 $0 $0
RYAN CLARK SECRETARY 1.00
Officer Director
$0 $0 $0
REBECCA EISENBERG PRESIDENT 1.00
Officer Director
$0 $0 $0
RAZU MIAH DIRECTOR 1.00
Director
$0 $0 $0
RAYNA RODRIGUEZ DIRECTOR 1.00
Director
$0 $0 $0
PHILIP BONZELL DIRECTOR 1.00
Director
$0 $0 $0
MATTHEW TROUTMAN TREASURER 1.00
Officer Director
$0 $0 $0
MARIA AYAD DIRECTOR 1.00
Director
$0 $0 $0
LYNN BRISTOL DIRECTOR 1.00
Director
$0 $0 $0
LUTHER BEHRINGER ADMINISTRATOR 1.00
Officer Director
$0 $0 $0
LEAH ROSENBERG DIRECTOR 1.00
Director
$0 $0 $0
KEVIN LU DIRECTOR 1.00
Director
$0 $0 $0
KEITH RAYMOND DIRECTOR 1.00
Director
$0 $0 $0
KANG HU DIRECTOR 1.00
Director
$0 $0 $0
JOSHUA SCHWARTZ DIRECTOR 1.00
Director
$0 $12,000 $12,000
JESSICA ARBLE DIRECTOR 1.00
Director
$0 $0 $0
JEFF OBRIEN DIRECTOR 1.00
Director
$0 $0 $0
HOLLY THURMAN DIRECTOR 1.00
Director
$0 $0 $0
DAVID LOTTER VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
CATHY LOIKITH DIRECTOR 1.00
Director
$0 $0 $0
BRANDON ROSATI DIRECTOR 1.00
Director
$0 $0 $0
TSUNG-YIN TSAI DIRECTOR 1.00
Director
$0 $0 $0
ANNA PAGONAKIS DIRECTOR 1.00
Director
$0 $0 $0
ANGELA NGUYEN DIRECTOR 1.00
Director
$0 $0 $0
NEIL MCLEAN DIRECTOR 1.00
Director
$0 $0 $0
ALEX DEVITO DIRECTOR 1.00
Director
$0 $0 $0
REX ROOKER DIRECTOR 1.00
Director
$0 $0 $0
NEEL PATEL DIRECTOR 1.00
Director
$0 $0 $0
ALLISON BOURKE DIRECTOR 1.00
Director
$0 $0 $0
WILLIAM MONTICELLO DIRECTOR 1.00
Director
$0 $0 $0
BRENT FAIRBANKS DIRECTOR 1.00
Director
$0 $0 $0
NYEEMAH GRAZIER DIRECTOR 1.00
Director
$0 $0 $0
FRED GUILLERMETY DIRECTOR 1.00
Director
$0 $0 $0
MONIQUE WATTS DIRECTOR 1.00
Director
$0 $0 $0
CHERYL BUTLER DIRECTOR 1.00
Director
$0 $0 $0
ROBERT HODGE DIRECTOR 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 No data No data No data No data
2023 $186,650 $218,895 $764,818 $-32,245
2022 $209,495 $187,409 $797,063 $22,086
2021 $209,855 $150,456 $774,977 $59,399
2020 $229,942 $192,858 $715,578 $37,084
2019 $238,646 $230,046 $678,494 $8,600
2018 $241,661 $236,794 $669,894 $4,867
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