The Panetta Institute for Public Policy (EIN 770495799) - 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

1998

Legal Domicile

Principal Officer

Sylvia M Panetta

Phone

8315824200

Tax Period

2023-01-01 to 2023-12-31

The Panetta Institute for Public Policy, founded in 1998, is a community nonprofit in the Education sector that reported $3.0M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $526K, a strong 18% operating margin.

Mission

To operate a bipartisan center of studies to support the advancement of public policy and to promote public service.

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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 $2,431,147

Program Service Revenue $257,500

Investment Income $294,442

Other Revenue $4,224

TOTAL REVENUE $2,987,313

Expense Breakdown

Grants Paid $519,298

Salaries & Benefits $807,858

Fundraising Expenses $114,075

Program Expenses $2,085,661

Other Expenses $1,133,781

TOTAL EXPENSES $2,460,937

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,987,313	$2,643,545	+0.1%
Expenses	$2,460,937	$1,690,431	+0.5%
Net Income	$526,376	$953,114	-0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Secretary Leon E Panetta	Chairman & Director	20.00	Officer Director	$0	$0	$0
Sylvia M Panetta	Co-Chair & CEO & Director	40.00	Officer Director	$0	$0	$0
Catherine C Brock	Secretary & Director	1.00	Officer Director	$0	$0	$0
Ted J Balestreri	Treasurer & Director	1.00	Officer Director	$0	$0	$0
David J Benjamin III	Director	1.00	Director	$0	$0	$0
George W Couch III	Director	1.00	Director	$0	$0	$0
Tonya A Antle	Vice Chair & Director	1.00	Officer Director	$0	$0	$0
Rhonda A Williams	Director	1.00	Director	$0	$0	$0
Donald Chapin Jr	Director	1.00	Director	$0	$0	$0
Simon Salinas	Director	1.00	Director	$0	$0	$0
Gordon E Eubanks Jr	Director	1.00	Director	$0	$0	$0
Stanley J Meresman	Director	1.00	Director	$0	$0	$0
Bettye Saxon	Director	1.00	Director	$0	$0	$0
Dorian Daley	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	$2,987,313	$2,460,937	$15,205,703	$526,376
2022	$2,622,045	$1,625,141	$13,711,004	$996,904
2021	$3,041,355	$1,682,810	$13,920,519	$1,358,545
2020	$2,772,884	$1,263,661	$11,636,831	$1,509,223
2019	$3,862,378	$2,234,487	$9,497,775	$1,627,891
2018	$2,981,712	$2,062,577	$7,148,394	$919,135

The Panetta Institute for Public Policy