PACIFIC INSTITUTE (EIN 943172799) - 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

1996

Legal Domicile

Principal Officer

RAY NAVARRA

Phone

4154048873

Tax Period

2018-01-01 to 2018-12-31

PACIFIC INSTITUTE, founded in 1996, is a small nonprofit that reported $181K in total revenue in fiscal year 2018. Revenue surged 249% from the prior year, signaling strong growth momentum. The organization ran a surplus of $37K, a strong 21% operating margin.

Mission

PACIFIC INSTITUTE ENDEAVORS TO CHANGE THE PARADIGM FOR TEACHING AND LEARNING ABOUT HOW TO CARE FOR THE ELDERLY AND PEOPLE WITH CHRONIC MENTAL HEALTH ISSUES FROM A HUMANISTIC, PROCESS-ORIENTED PERSPECTIVE.

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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 (2018)

Revenue Breakdown

Contributions & Grants $77,128

Program Service Revenue $0

Investment Income $28,071

Other Revenue $75,385

TOTAL REVENUE $180,584

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $74,940

Other Expenses $143,172

TOTAL EXPENSES $143,172

Year-over-Year Comparison

	2018	2017	Change
Revenue	$180,584	$51,742	+2.5%
Expenses	$143,172	$129,480	+0.1%
Net Income	$37,412	$-77,738	-1.5%

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
PETER SZUTU	CHAIRMAN	4.00	Officer Director	$0	$0	$0
DR RICHARD PATEL	SECRETARY	4.00	Officer Director	$0	$0	$0
RAY NAVARRA	CFO	10.00	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	$180,584	$143,172	$19,177	$37,412

PACIFIC INSTITUTE