THE POYNTER INSTITUTE FOR MEDIA STUDIES INC (EIN 591630423) - 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

1975

Legal Domicile

Principal Officer

NEIL BROWN

Phone

7278219494

Tax Period

2023-01-01 to 2023-12-31

THE POYNTER INSTITUTE FOR MEDIA STUDIES INC, founded in 1975, is a mid-sized nonprofit in the Education sector that reported $15.9M in total revenue in fiscal year 2023. Expenses of $15.3M left a modest 3% surplus.

Mission

THE POYNTER INSTITUTE IS A SCHOOL DEDICATED TO TEACHING AND INSPIRING JOURNALISTS AND MEDIA LEADERS.

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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 $9,988,190

Program Service Revenue $5,520,828

Investment Income $480,729

Other Revenue $-120,145

TOTAL REVENUE $15,869,602

Expense Breakdown

Grants Paid $1,086,819

Salaries & Benefits $7,463,072

Fundraising Expenses $360,057

Program Expenses $12,798,526

Other Expenses $6,794,074

TOTAL EXPENSES $15,343,965

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,869,602	$14,970,668	+0.1%
Expenses	$15,343,965	$14,375,166	+0.1%
Net Income	$525,637	$595,502	-0.1%

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

Governance

Voting Members

Independent Members

Employees

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

$885,721

Total Directors

$1,444,824

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CONAN GALLATY	TRUSTEE	1.00	Director	$0	$1,432	$411,034
NEIL BROWN	PRESIDENT	37.50	Officer Director	$331,386	$32,814	$364,200
JESSICA M NAVARRO	COO & CFO	37.50	Officer Director	$203,615	$36,707	$240,322
KELLY B MCBRIDE	SENIOR VP	37.50	Officer Director	$208,773	$22,426	$231,199
JENNIFER ORSI	TRUSTEE (THRU 03/13/23)	1.00	Director	$112,800	$3,269	$116,069
PAUL C TASH	CHAIRMAN	5.00	Officer Director	$50,000	$0	$50,000
LORI BERGEN	TRUSTEE	1.00	Director	$5,000	$0	$5,000
STEPHEN BUCKLEY	TRUSTEE	1.00	Director	$5,000	$0	$5,000
MONICA DAVEY	TRUSTEE	1.00	Director	$5,000	$0	$5,000
PAULA ELLIS	TRUSTEE	1.00	Director	$5,000	$0	$5,000
ROBERT KING	TRUSTEE	1.00	Director	$5,000	$0	$5,000
ANN MARIE LIPINSKI	TRUSTEE	1.00	Director	$5,000	$0	$5,000
LORI WALDON-DEADWYLER	TRUSTEE (AS OF 09/29/23)	1.00	Director	$2,000	$0	$2,000
SITARA S NIEVES	VP TEACHING & ORGN'L STRATEGY	37.50	Highest	$195,745	$2,356	$198,101
DEBORAH W READ	CHIEF DEVELOPMENT OFFICER	37.50	Highest	$168,792	$1,932	$170,724
AARON M SHAROCKMAN	VP SALES & STRATEGIC PARTNERSHIPS	37.50	Highest	$154,432	$1,944	$156,376
CHRISTINA L DYAKON	SENIOR DIRECTOR, EXPERIENCE & EVENTS	37.50	Highest	$115,437	$18,302	$133,739
TONY P ELKINS	FACULTY	37.50	Highest	$108,757	$17,976	$126,733

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	$15,869,602	$15,343,965	$53,172,582	$525,637
2022	$14,970,668	$14,375,166	$52,443,430	$595,502
2021	$13,169,218	$10,543,785	$51,768,897	$2,625,433
2020	$14,644,938	$12,159,083	$49,655,166	$2,485,855
2019	$14,903,401	$9,075,923	$46,556,766	$5,827,478
2018	$9,484,762	$8,747,929	$40,609,067	$736,833

THE POYNTER INSTITUTE FOR MEDIA STUDIES INC