POLYVAGAL INSTITUTE (EIN 845084757) - 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

2020

Legal Domicile

Principal Officer

RANDALL REDFIELD

Phone

3032634518

Tax Period

2024-01-01 to 2024-12-31

POLYVAGAL INSTITUTE, founded in 2020, is a community nonprofit in the Education sector that reported $1.6M in total revenue in fiscal year 2024. Revenue surged 65% from the prior year, signaling strong growth momentum. Expenses of $1.5M left a modest 6% surplus.

Mission

The principal activities include the following activities (with time apportioned in parenthesis):Training (80%), Facilitating Research (10%) and Community Building (10%), focusing on professionals in the fields of education & mental health.

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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 (2024)

Revenue Breakdown

Contributions & Grants $40,346

Program Service Revenue $1,529,908

Investment Income $15,189

Other Revenue $0

TOTAL REVENUE $1,585,443

Expense Breakdown

Grants Paid $0

Salaries & Benefits $722,585

Fundraising Expenses $27,626

Program Expenses $1,395,046

Other Expenses $743,567

TOTAL EXPENSES $1,488,052

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,585,443	$962,210	+0.6%
Expenses	$1,488,052	$976,680	+0.5%
Net Income	$97,391	$-14,470	-7.7%

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

N/A

Employees

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

$237,583

Total Directors

$413,474

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RANDALL REDFIELD	CEO	40.00	Officer	$140,450	$3,600	$144,050
CAROLINE VASQUEZ	DIRECTOR MKTING	40.00	Director	$107,560	$3,600	$111,160
GERARD MOCCIOLA	DIRECTOR MEDIA	40.00	Director	$101,380	$3,600	$104,980
SUZANNE CAVASSA	COO	40.00	Officer	$90,833	$2,700	$93,533
JENNIFER STENGEL	DIRECTOR ENROLL	40.00	Director	$81,608	$3,600	$85,208
BLAKE OCONNOR	DIRECTOR EDU	40.00	Director	$74,576	$2,550	$77,126
STEPHANIE DANGELO	DIRECTOR OF ORG	40.00	Director	$33,500	$1,500	$35,000
REGAN DEASUTELS	COURSE COORDINATOR	40.00		$17,271	$750	$18,021
MCKENNA PAULUS	MARKETING SPECIALI	20.00		$7,808	$0	$7,808
LOVINAH CARMON	ADMIN COORDINATOR	20.00		$7,553	$0	$7,553
GRIFFIN MOCCIOLA	MEDIA SPECIALIST	20.00		$4,238	$0	$4,238
PATRICT CONAWAY	MEDIA SPECIALIST	20.00		$3,500	$0	$3,500
Karen Onderko	Trustee	0.29	Director	$0	$0	$0
GEORGE THOMPSON	Chairman	0.29	Director	$0	$0	$0
Stephen Porges	Trustee	0.23	Director	$0	$0	$0
Khalil Kseib	Secretary	0.10	Director	$0	$0	$0
NIKI ELLIOTT	Director	0.10	Director	$0	$0	$0
LES ARIA	Director	0.10	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	$1,585,443	$1,488,052	$589,945	$97,391
2023	$962,210	$976,680	$492,233	$-14,470
2022	$806,914	$751,767	$514,729	$55,147
2021	$902,422	$535,292	$450,531	$367,130

POLYVAGAL INSTITUTE