Policy Issues Institute
EIN: 330973052 · Laguna Niguel, CA
| Metric | Value |
|---|---|
| Total Revenue | $5.9M |
| Total Expenses | $8.8M |
| Net Assets | $795K |
Is Policy Issues Institute Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Policy Issues Institute
Policy Issues Institute (EIN: 330973052) is a nonprofit organization based in Laguna Niguel, CA. The organization reported total revenue of $5.9M and total assets of $488K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Policy Issues Institute's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Policy Issues Institute is a mid-size nonprofit that has been operating for 25 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 4.4%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $8.5M |
| Total Expenses | $8.8M |
| Surplus / Deficit | $-360,975 |
| Total Assets | $988K |
| Total Liabilities | $193K |
| Net Assets | $795K |
| Operating Margin | -4.3% |
| Debt-to-Asset Ratio | 19.5% |
| Months of Reserves | 1.3 months |
Financial Health Grade: C
In 2023, Policy Issues Institute reported a deficit of $361K with expenses exceeding revenue, holds 1.3 months of operating reserves (limited), has a debt-to-asset ratio of 19.5% (very low leverage).
Financial Trends
Over 13 years of filings (2011–2023), Policy Issues Institute's revenue has grown at a compound annual growth rate (CAGR) of 4.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -13.5% | +2.2% | -34.8% |
| 2022 | +59.6% | +26.1% | +382.7% |
| 2021 | -20.4% | +5.3% | -64.3% |
| 2020 | +23.0% | +1.1% | +441.5% |
| 2019 | -3.1% | +0.9% | -44.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2000 |
| IRS Ruling Date | 2001 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Policy Issues Institute has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Policy Issues Institute with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $361K, with expenses exceeding revenue.
- Debt-to-asset ratio: 19.5%.
Frequently Asked Questions about Policy Issues Institute
Is Policy Issues Institute a legitimate charity?
Based on AI analysis of IRS 990 filings, Policy Issues Institute (EIN: 330973052) insufficient data. 0 red flags identified, 0 strengths noted.
How does Policy Issues Institute spend its money?
Detailed spending breakdown data is not yet available for Policy Issues Institute. Check back for updated IRS 990 analysis.
Are donations to Policy Issues Institute tax-deductible?
Policy Issues Institute is registered as a tax-exempt nonprofit (EIN: 330973052). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Policy Issues Institute located?
Policy Issues Institute is headquartered in Laguna Niguel, California and files with the IRS under EIN 330973052.
How many years of IRS 990 filings does Policy Issues Institute have?
Policy Issues Institute has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $5.9M in total revenue.
Filing History
IRS 990 filing history for Policy Issues Institute showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Policy Issues Institute's revenue has grown by 68.5%, moving from $5.0M to $8.5M. Total assets increased by 337.6% over the same period, from $226K to $988K. Total functional expenses rose by 52.5%, from $5.8M to $8.8M. In its most recent filing year (2023), Policy Issues Institute reported a deficit of $361K, with expenses exceeding revenue. The organization holds $193K in liabilities against $988K in assets (debt-to-asset ratio: 19.5%), resulting in net assets of $795K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $8.5M | $8.8M | $988K | $193K | — | View 990 |
| 2022 | $9.8M | $8.6M | $1.5M | $358K | — | View 990 |
| 2021 | $6.1M | $6.9M | $314K | $306K | — | View 990 |
| 2020 | $7.7M | $6.5M | $880K | $151K | — | — |
| 2019 | $6.3M | $6.4M | $162K | $627K | — | View 990 |
| 2018 | $6.5M | $6.4M | $291K | $580K | — | View 990 |
| 2017 | $5.9M | $6.5M | $401K | $770K | — | — |
| 2016 | $5.6M | $5.4M | $451K | $230K | — | View 990 |
| 2015 | $6.7M | $7.2M | $238K | $278K | — | View 990 |
| 2014 | $10.7M | $10.7M | $676K | $283K | — | View 990 |
| 2013 | $9.8M | $9.9M | $773K | $412K | — | View 990 |
| 2012 | $8.3M | $7.5M | $866K | $457K | — | View 990 |
| 2011 | $5.0M | $5.8M | $226K | $561K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $8.5M, expenses of $8.8M, and assets of $988K (revenue -13.5% year-over-year).
- 2022: Revenue of $9.8M, expenses of $8.6M, and assets of $1.5M (revenue +59.6% year-over-year).
- 2021: Revenue of $6.1M, expenses of $6.9M, and assets of $314K (revenue -20.4% year-over-year).
- 2020: Revenue of $7.7M, expenses of $6.5M, and assets of $880K (revenue +23.0% year-over-year).
- 2019: Revenue of $6.3M, expenses of $6.4M, and assets of $162K (revenue -3.1% year-over-year).
- 2018: Revenue of $6.5M, expenses of $6.4M, and assets of $291K (revenue +9.4% year-over-year).
- 2017: Revenue of $5.9M, expenses of $6.5M, and assets of $401K (revenue +4.5% year-over-year).
- 2016: Revenue of $5.6M, expenses of $5.4M, and assets of $451K (revenue -16.2% year-over-year).
- 2015: Revenue of $6.7M, expenses of $7.2M, and assets of $238K (revenue -37.0% year-over-year).
- 2014: Revenue of $10.7M, expenses of $10.7M, and assets of $676K (revenue +8.6% year-over-year).
- 2013: Revenue of $9.8M, expenses of $9.9M, and assets of $773K (revenue +19.2% year-over-year).
- 2012: Revenue of $8.3M, expenses of $7.5M, and assets of $866K (revenue +64.4% year-over-year).
- 2011: Revenue of $5.0M, expenses of $5.8M, and assets of $226K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Policy Issues Institute:
Data Sources and Methodology
This transparency report for Policy Issues Institute is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.