PUBLIC TRUST INSTITUTE (EIN 843379897) - 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

2018

Legal Domicile

Principal Officer

KATIE KENNEDY

Phone

7205882008

Tax Period

2022-01-01 to 2022-12-31

PUBLIC TRUST INSTITUTE, founded in 2018, is a small nonprofit in the Crime & Legal sector that reported $347K in total revenue in fiscal year 2022. The organization ran a surplus of $52K, a strong 15% operating margin.

Mission

THE CORPORATION IS ORGANIZED TO UPHOLD COLORADO'S CONSTITUTION AND DEFEND THE PRINCIPLES OF INDIVIDUAL FREEDOM AND PERSONAL RESPONSIBILITY THROUGH PUBLIC INTEREST LITIGATION ACTIVITIES AND PROVIDING FREE LEGAL REPRESENTATION IN MATTERS THAT ADVANCE LIBERTY AND INDIVIDUAL RIGHTS AND PROMOTE ACCOUNTABLE, ETHICAL GOVERNANCE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $150,000

Program Service Revenue $150,000

Investment Income $0

Other Revenue $46,721

TOTAL REVENUE $346,721

Expense Breakdown

Grants Paid $46,721

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $294,352

Other Expenses $247,898

TOTAL EXPENSES $294,619

Year-over-Year Comparison

	2022	2021	Change
Revenue	$346,721	$350,100	0.0%
Expenses	$294,619	$427,691	-0.3%
Net Income	$52,102	$-77,591	-1.7%

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

N/A

Volunteers

N/A

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
KATIE KENNEDY	OFFICER	2.00	Officer Director	$0	$0	$0
TROY EID	OFFICER	2.00	Officer Director	$0	$0	$0
JOE SMITH	OFFICER	2.00	Officer 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
2022	$346,721	$294,619	$60,904	$52,102
2021	$350,100	$427,691	$8,802	$-77,591
2020	$757,000	$673,207	$86,393	$83,793

PUBLIC TRUST INSTITUTE