THE POLICY PROJECT (EIN 873544416) - 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

EMILY BELL MCCORMICK

Phone

8042670217

Tax Period

2024-01-01 to 2024-12-31

THE POLICY PROJECT, founded in 2021, is a community nonprofit in the Public & Societal Benefit sector that reported $2.5M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $2.3M left a modest 6% surplus.

Mission

THE POLICY PROJECT'S MISSION IS TO REMOVE BARRIERS TO OPPORTUNITY THROUGH SOLUTION-BASED POLICY AT ALL LEVELS IN SOCIETY, INCLUDING POLICIES OF GOVERNMENTS, BUSINESSES, FAMILIES AND INDIVIDUALS.

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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 $2,401,461

Program Service Revenue $0

Investment Income $99,788

Other Revenue $-37,216

TOTAL REVENUE $2,464,033

Expense Breakdown

Grants Paid $1,822,896

Salaries & Benefits $378,372

Fundraising Expenses $51,272

Program Expenses $2,135,819

Other Expenses $109,522

TOTAL EXPENSES $2,317,165

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,464,033	$2,639,062	-0.1%
Expenses	$2,317,165	$457,972	+4.1%
Net Income	$146,868	$2,181,090	-0.9%

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

220

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

$217,045

Total Directors

$127,729

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EMILY BELL MCCORMICK	PRESIDENT	40.00	Officer Director	$124,982	$2,747	$127,729
BROOKE GLEDHILL	SECRETARY/TR	40.00	Officer	$87,363	$1,953	$89,316
ROBIN RITCH	CHAIR	3.00	Director	$0	$0	$0
KRISTIN ANDRUS	DIRECTOR	10.00	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	$2,464,033	$2,317,165	$2,889,006	$146,868
2023	$2,639,062	$457,972	$2,715,211	$2,181,090
2022	$1,893,916	$1,405,780	$515,527	$488,136

THE POLICY PROJECT