POLICY WORKS INC (EIN 800637699) - 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

2010

Legal Domicile

Principal Officer

Steven Allen

Phone

8508792631

Tax Period

2023-01-01 to 2023-12-31

POLICY WORKS INC, founded in 2010, is a small nonprofit in the Human Services sector that reported $165K in total revenue in fiscal year 2023. Revenue surged 358% from the prior year, signaling strong growth momentum.

Mission

To support equality of opportunity, full participation, independent living and economic self-sufficiency for people with disabilities.

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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 $137,708

Program Service Revenue $26,168

Investment Income $811

Other Revenue $0

TOTAL REVENUE $164,687

Expense Breakdown

Grants Paid $0

Salaries & Benefits $67,092

Fundraising Expenses $0

Program Expenses $132,266

Other Expenses $108,282

TOTAL EXPENSES $175,374

Year-over-Year Comparison

	2023	2022	Change
Revenue	$164,687	$35,949	+3.6%
Expenses	$175,374	$80,307	+1.2%
Net Income	$-10,687	$-44,358	-0.8%

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

$29,771

Total Directors

$29,771

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steven Allen	President	40.00	Officer Director	$29,771	$0	$29,771
Nancy Wells	Vice President	10.00	Officer Director	$0	$0	$0
Kristen Willard	Treasurer-Director	2.00	Officer Director	$0	$0	$0
Eric Glunt	Director	1.00	Director	$0	$0	$0
Anthony Jones	Director	1.00	Director	$0	$0	$0
Sharon McCone	Director	1.00	Director	$0	$0	$0
Nancy Starnes	Director	1.00	Director	$0	$0	$0
Rayna Aylward	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
2023	$164,687	$175,374	$222,769	$-10,687
2022	$35,949	$80,307	$11,961	$-44,358
2021	$169,872	$228,546	$47,116	$-58,674
2020	$429,039	$434,858	$169,454	$-5,819
2019	$446,148	$468,854	$145,884	$-22,706
2018	$471,864	$468,421	$152,423	$3,443
2017	$416,026	$358,787	$181,868	$57,239

POLICY WORKS INC