Liabilities / Assets
85th percentile
Higher debt load relative to assets than 85% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.24x
Liabilities / Revenue
74th percentile
Higher debt load relative to revenue than 74% of similar nonprofits.
Net Margin
51st percentile
Higher net margin than 51% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$22,484
No earlier filing loaded for comparison.
Net Assets
$17,169
No earlier filing loaded for comparison.
Liabilities
$5,315
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
$115,015
No earlier filing loaded for comparison.
Expenses
$98,983
No earlier filing loaded for comparison.
Net Income
$16,032
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2020 to Jun 30, 2021
- Signed
- Nov 10, 2021
- Return Version
- 2020v4.0
- Gross Receipts
- $115,015
Mission and Program Overview
Mission
Psi focuses on crafting state energy policies with a strong emphasis on equity and including community partners across new mexico.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| POLICY SOLUTIONS INSTITUTE ENGAGES IN LOBBYING ACTIVITIES AT THE NEW MEXICO STATE LEGISLATURE ON ENERGY SPECIFIC ISSUES. ACTIVITIES INCLUDE ATTENDING AND PARTICIPATING IN INTERIM COMMITTEE MEETINGS AND HELP DRAFT AND CRAFT LEGISLATION ON ENERGY ISSUES. | - | $76,848 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MICHAEL CASAUS | Board Presid | - | $0 | - | - |
| STEPHANIE MAEZ | Board Secret | - | $0 | - | - |
| LAURIE WEAHKEE | Board Treasu | - | $0 | - | - |
Political and Lobbying Activity
- In-house lobbying only
- No
Filing and Contact Details
Filer
- Filer Name
- Policy Solutions Institute
- EIN
- 84-2999245
- Phone
- 4042760946
- Address
- 3805 SMITH AVE SE, ALBUQUERQUE, NM 87108
Signing Officer
- Name
- Stephanie Maez
- Title
- Board Secretary
- Phone
- 4042760946
- Signed
- 2021-11-10
Preparer
- Firm
- Robert Clark CPA LLC
- Address
- 9201 MONTGOMERY BLVD NE STE 701, ALBUQUERQUE, NM 87111-2470
- Preparer
- Robert S Clark CPA
- Phone
- 5058843703
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses advertising 652 bank fees 3 supplies 68 telephone 6,000 travel 1,095 grants 40,000 registration fees 71 total 47,889”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 0 5,315”
Form 990-ez, Part III
“Psi focuses on crafting state energy policies with a strong emphasis on equity and including community partners across new mexico.”
Form 990-ez, Part III, Line 28
“Policy solutions institute engages in lobbying activities at the new mexico state legislature on energy specific issues. Activities include attending and participating in interim committee meetings and help draft and craft legislation on energy issues.”
Raw XML Appendix115 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 0 | MICHAEL CASAUS |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | STEPHANIE MAEZ |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | LAURIE WEAHKEE |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | ALBUQUERQUE BOOKKEEPING |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5058332145 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2308 WINDWARD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | ALBUQUERQUE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NM |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 87120 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 1137 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 22484 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 115005 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 16032 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 51083 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 1137 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 22484 |
| IRS990EZ/GrossReceiptsAmt | 0 | 115015 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 10 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 1137 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 17169 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 1137 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 17169 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | MICHAEL CASAUS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | STEPHANIE MAEZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | LAURIE WEAHKEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | BOARD PRESID |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | BOARD SECRET |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | BOARD TREASU |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 47889 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PSI FOCUSES ON CRAFTING STATE ENERGY POLICIES WITH A STRONG EMPHASIS ON EQUITY AND INCLUDING COMMUNITY PARTNERS ACROSS NEW MEXICO. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 11 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | POLICY SOLUTIONS INSTITUTE ENGAGES IN LOBBYING ACTIVITIES AT THE NEW MEXICO STATE LEGISLATURE ON ENERGY SPECIFIC ISSUES. ACTIVITIES INCLUDE ATTENDING AND PARTICIPATING IN INTERIM COMMITTEE MEETINGS AND HELP DRAFT AND CRAFT LEGISLATION ON ENERGY ISSUES. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 76848 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | true |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 5315 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 98983 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 76848 |
| IRS990EZ/TotalRevenueAmt | 0 | 115015 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | false |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | false |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES ADVERTISING 652 BANK FEES 3 SUPPLIES 68 TELEPHONE 6,000 TRAVEL 1,095 GRANTS 40,000 REGISTRATION FEES 71 TOTAL 47,889 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 5,315 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | PSI FOCUSES ON CRAFTING STATE ENERGY POLICIES WITH A STRONG EMPHASIS ON EQUITY AND INCLUDING COMMUNITY PARTNERS ACROSS NEW MEXICO. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | POLICY SOLUTIONS INSTITUTE ENGAGES IN LOBBYING ACTIVITIES AT THE NEW MEXICO STATE LEGISLATURE ON ENERGY SPECIFIC ISSUES. ACTIVITIES INCLUDE ATTENDING AND PARTICIPATING IN INTERIM COMMITTEE MEETINGS AND HELP DRAFT AND CRAFT LEGISLATION ON ENERGY ISSUES. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | STEPHANIE MAEZ |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | BOARD SECRETARY |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4042760946 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-11-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | POLICY SOLUTIONS INSTITUTE |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | POLI |
| ReturnHeader/Filer/EIN | 0 | 842999245 |
| ReturnHeader/Filer/PhoneNum | 0 | 4042760946 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 3805 SMITH AVE SE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | ALBUQUERQUE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NM |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 87108 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 461276554 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ROBERT CLARK CPA LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 9201 MONTGOMERY BLVD NE STE 701 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | ALBUQUERQUE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NM |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 871112470 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5058843703 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2021-11-10 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ROBERT S CLARK CPA |
| ReturnHeader/ReturnTs | 0 | 2021-11-15T11:59:36-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | STEPHANIE |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | MAEZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-06-30 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $22,484
- Liabilities
- $5,315
- Net assets
- $17,169
- Revenue
- $115,015
- Expenses
- $98,983
- Net income
- $16,032
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net Income |
| 2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending. | $0.09 | $0.06 | $0.02 | $0.00 | $0.15 | $0.15 |
| 2021Detailed filing. Detailed filing data is available for this year. | $0.22 | $0.05 | $0.17 | $1.15 | $0.99 | $0.16 |