CLIMATE GENERATION (EIN 020712905) - 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

2005

Legal Domicile

Principal Officer

SUSAN PHILLIPS

Phone

6122787147

Tax Period

2023-09-01 to 2024-08-31

CLIMATE GENERATION, founded in 2005, is a small nonprofit in the Education sector that reported $861K in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $1.5M exceeded revenue, resulting in a 79% operating deficit.

Mission

EDUCATES AND EMPOWERS PEOPLE TO ENGAGE IN SOLUTIONS TO CLIMATE CHANGE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $782,812

Program Service Revenue $57,817

Investment Income $18,708

Other Revenue $1,319

TOTAL REVENUE $860,656

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,113,540

Fundraising Expenses $194,053

Program Expenses $1,106,769

Other Expenses $427,095

TOTAL EXPENSES $1,540,635

Year-over-Year Comparison

	2023	2022	Change
Revenue	$860,656	$1,317,607	-0.3%
Expenses	$1,540,635	$1,691,596	-0.1%
Net Income	$-679,979	$-373,989	+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

Volunteers

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

$122,109

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHY KENNEDY	DIRECTOR	1.00	Director	$0	$0	$0
BEN PASSER	CHAIR	1.00	Officer Director	$0	$0	$0
JENNIFER BIRNBAUM	DIRECTOR	1.00	Director	$0	$0	$0
BARRY GREENWALD	DIRECTOR	1.00	Director	$0	$0	$0
GREGG MAST	TREASURER	1.00	Officer Director	$0	$0	$0
RAJ RAJAN	SECRETARY	1.00	Officer Director	$0	$0	$0
BETH SOHOLT	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KATHLEEN BACIGALUPI	DIRECTOR	1.00	Director	$0	$0	$0
IMAN DERICHE	DIRECTOR	1.00	Director	$0	$0	$0
ALISSA MATTHIES TAMASI	DIRECTOR	1.00	Director	$0	$0	$0
LISA WHITE	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN PHILLIPS	EXECUTIVE DIRECTOR	40.00	Director	$113,652	$8,457	$122,109

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	$860,656	$1,540,635	$749,517	$-679,979
2023	$1,317,607	$1,691,596	$1,505,412	$-373,989
2022	$1,572,387	$1,517,614	$1,663,331	$54,773
2021	$1,834,107	$1,200,439	$1,576,332	$633,668
2020	$1,211,036	$1,021,986	$1,052,357	$189,050
2019	$1,046,279	$877,943	$736,069	$168,336
2018	$786,778	$825,485	$566,008	$-38,707

CLIMATE GENERATION