PACIFIC INSTITUTE FOR RESEARCH AND EVALUATION (EIN 942243283) - 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

1974

Legal Domicile

Principal Officer

WILLIAM F WIECZOREK

Phone

3017552700

Tax Period

2024-01-01 to 2024-12-31

PACIFIC INSTITUTE FOR RESEARCH AND EVALUATION, founded in 1974, is a mid-sized nonprofit in the Science & Technology sector that reported $18.1M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

SEE PART III, LINE 1.

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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 $17,663,772

Program Service Revenue $0

Investment Income $426,515

Other Revenue $15,914

TOTAL REVENUE $18,106,201

Expense Breakdown

Grants Paid $559,372

Salaries & Benefits $12,906,918

Fundraising Expenses $0

Program Expenses $12,327,316

Other Expenses $4,296,598

TOTAL EXPENSES $17,762,888

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,106,201	$15,240,793	+0.2%
Expenses	$17,762,888	$15,048,845	+0.2%
Net Income	$343,313	$191,948	+0.8%

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

164

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

$963,946

Total Directors

$702,656

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIET LEE	DIRECTOR	20.10	Director	$193,240	$46,371	$239,611
KIRSTEN THOMPSON	DIRECTOR	39.90	Director	$130,342	$28,208	$158,550
PATRICIA HOKANSON	DIRECTOR	38.90	Director	$136,151	$21,667	$157,818
WINNIE LUSENO	DIRECTOR	26.20	Director	$85,137	$43,640	$128,777
HOWARD SPIVAK	BOARD VICE CHAIR	0.90	Officer Director	$4,250	$0	$4,250
BARBARA CIMAGLIO	BOARD CHAIR	0.90	Officer Director	$3,350	$0	$3,350
DONNA VALLONE	DIRECTOR	0.90	Director	$2,350	$0	$2,350
RASHON LANE	DIRECTOR	0.90	Director	$2,050	$0	$2,050
RICHARD CATALANO	DIRECTOR	0.90	Director	$2,000	$0	$2,000
FAYE CALHOUN	DIRECTOR	0.90	Director	$1,950	$0	$1,950
RENEE JOHNSON	DIRECTOR	0.90	Director	$1,950	$0	$1,950
GARY KLIG	CHIEF FINANCIAL OFFICER	27.60	Officer	$334,264	$59,061	$393,325
WILLIAM WIECZOREK	CHIEF EXECUTIVE OFFICER AND PRESIDENT	35.00	Officer	$341,985	$41,311	$383,296
MARY GORDON	CORPORATE SECRETARY	26.40	Officer	$150,165	$29,560	$179,725
CATHLEEN WILLGING	CENTER DIRECTOR	39.00	Highest	$221,696	$59,401	$281,097
TED MILLER	SENIOR RESEARCH SCIENTIST II	36.30	Highest	$224,946	$51,767	$276,713
ALAN STEIN-SEROUSSI	SENIOR PROGRAM EVALUATOR II	40.00	Highest	$201,974	$58,456	$260,430
ROLAND MOORE	CENTER DIRECTOR	39.00	Highest	$218,868	$37,665	$256,533
HANNO PETRAS	SENIOR RESEARCH SCIENTIST I	39.50	Highest	$195,721	$35,355	$231,076

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	$18,106,201	$17,762,888	$13,595,502	$343,313
2023	$15,240,793	$15,048,845	$13,483,129	$191,948
2022	$14,254,382	$14,712,092	$13,726,169	$-457,710
2021	$15,441,152	$15,522,031	$11,378,296	$-80,879
2020	$17,940,942	$18,191,906	$11,180,310	$-250,964
2019	$19,563,806	$20,168,638	$12,210,902	$-604,832
2018	$19,448,897	$19,504,181	$11,156,413	$-55,284

PACIFIC INSTITUTE FOR RESEARCH AND EVALUATION