POLICY & INNOVATION CENTER (EIN 871401636) - 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

2021

Legal Domicile

Principal Officer

MATTHEW FETTIG

Phone

6192352300

Tax Period

2024-07-01 to 2025-06-30

POLICY & INNOVATION CENTER, founded in 2021, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.0M in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. Expenses of $5.7M left a modest 5% surplus.

Mission

THE POLICY & INNOVATION CENTER'S (PIC) MISSION IS TO UNLOCK THE REGION'S POTENTIAL BY CULTIVATING AND BUILDING PARTNERSHIPS. OUR NICHE IS TO ADDRESS INTRACTABLE ISSUES THAT CAN ONLY BE SOLVED WITH CROSS-SECTOR, MULTI-JURISDICTIONAL COLLABORATIONS. PIC DEVELOPS, TESTS, AND IMPLEMENTS WORLD-CLASS RESEARCH AND POLICY-DRIVEN SOLUTIONS TO SUPPORT CLIMATE RESILIENCE, CRITICAL INFRASTRUCTURE, AFFORDABLE HOUSING, QUALITY JOBS, AND BUILDING COMMUNITY WEALTH FOR DISINVESTED COMMUNITIES.

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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 $5,429,739

Program Service Revenue $580,834

Investment Income $834

Other Revenue $0

TOTAL REVENUE $6,011,407

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,367,214

Fundraising Expenses $325,607

Program Expenses $3,028,528

Other Expenses $2,339,274

TOTAL EXPENSES $5,706,488

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,011,407	$4,491,002	+0.3%
Expenses	$5,706,488	$4,791,219	+0.2%
Net Income	$304,919	$-300,217	-2.0%

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

$1,298,146

Total Directors

$2,035,554

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN L GUINN	CEO, PRESIDENT	20.00	Officer Director	$0	$104,003	$774,120
MARK STUART	DIRECTOR	0.50	Director	$0	$95,681	$737,408
JAMES HOWELL	TREASURER	0.50	Officer Director	$0	$66,340	$524,026
BEN HADDAD	CHAIR	0.50	Officer Director	$0	$0	$0
P KAY COLEMAN	VICE CHAIR	0.50	Officer Director	$0	$0	$0
MEL KATZ	SECTRETARY	0.50	Officer Director	$0	$0	$0
ERNEST RADY	DIRECTOR	0.50	Director	$0	$0	$0
LISA CUESTAS	DIRECTOR, AUDIT CHAIR	0.50	Director	$0	$0	$0
MICHEL ANDERSON	DIRECTOR, VICE AUDIT CHAIR	0.50	Director	$0	$0	$0
SUSAN DAVIS	DIRECTOR	0.50	Director	$0	$0	$0
DANIEL ENEMARK	CHIEF ECONOMIST	40.00	Highest	$261,952	$22,814	$284,766
EMILY WIER	VP, CHIEF POLICY & STRATEGY OFFICER	40.00	Highest	$207,977	$27,251	$235,228
KAREN BOYD	DIRECTOR OF RESEARCH, ECONOMIST	40.00	Highest	$158,941	$13,227	$172,168
ALICIA JUREK	SENIOR OFFICER, ECONOMICS	40.00	Highest	$142,550	$12,242	$154,792
TIFFANY FROST OPERATIONS	ADMINISTRATOR & COMPLIANCE SPECIALIST	40.00	Highest	$120,273	$25,367	$145,640

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
2025	$6,011,407	$5,706,488	$11,141,664	$304,919
2024	$4,491,002	$4,791,219	$3,977,227	$-300,217
2023	$4,112,019	$2,999,254	$5,077,386	$1,112,765
2022	$1,673,112	$2,349,850	$6,125,887	$-676,738

POLICY & INNOVATION CENTER