Policy Consensus Initiative (EIN 911807304) - 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

1997

Legal Domicile

Principal Officer

James Geringer

Phone

5037259096

Tax Period

2017-07-01 to 2018-06-30

Policy Consensus Initiative, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $513K in total revenue in fiscal year 2017. Revenue surged 72% from the prior year, signaling strong growth momentum. The organization ran a surplus of $161K, a strong 31% operating margin.

Mission

To play a catalytic role in helping state and local leaders develop a collaborative system of 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 (2017)

Revenue Breakdown

Contributions & Grants $478,931

Program Service Revenue $34,235

Investment Income $0

Other Revenue $202

TOTAL REVENUE $513,368

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $349,977

Other Expenses $352,233

TOTAL EXPENSES $352,233

Year-over-Year Comparison

	2017	2016	Change
Revenue	$513,368	$298,890	+0.7%
Expenses	$352,233	$298,537	+0.2%
Net Income	$161,135	$353	+455.5%

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
James Geringer	Board Chair	1.00	Officer Director	$0	$0	$0
Ruth Ann Minner	Chair Emerita	1.00	Officer Director	$0	$0	$0
Andre Cushing	Director	1.00	Director	$0	$0	$0
Ralph Becker	Director	1.00	Director	$0	$0	$0
Bryan Desloge	Director	1.00	Director	$0	$0	$0
Jim Clinton	Director	1.00	Director	$0	$0	$0
Frank Dukes	Director	1.00	Director	$0	$0	$0
Eric Henson	Director	1.00	Director	$0	$0	$0
Robert M Jones	Director	1.00	Director	$0	$0	$0
Charleta B Tavares	Director	1.00	Director	$0	$0	$0
Ted Celeste	Director	1.00	Director	$0	$0	$0
Wendy Willis	Executive Dir.	9.00	Officer	$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
2018	$513,368	$352,233	$190,206	$161,135

Policy Consensus Initiative