THE CENTER FOR EFFECTIVE PHILANTHROPY INC (EIN 043523528) - 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

2000

Legal Domicile

Principal Officer

PHILLIP BUCHANAN

Phone

6174920800

Tax Period

2024-01-01 to 2024-12-31

THE CENTER FOR EFFECTIVE PHILANTHROPY INC, founded in 2000, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $14.2M in total revenue in fiscal year 2024.

Mission

CEP PROVIDES DATA, FEEDBACK, PROGRAMS, AND INSIGHTS TO HELP INDIVIDUAL AND INSTITUTIONAL DONORS IMPROVE THEIR EFFECTIVENESS. WE DO THIS WORK BECAUSE WE BELIEVE EFFECTIVE DONORS, WORKING COLLABORATIVELY AND THOUGHTFULLY, CAN PROFOUNDLY CONTRIBUTE TO CREATING A BETTER AND MORE JUST WORLD.

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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 $5,483,109

Program Service Revenue $8,174,859

Investment Income $537,350

Other Revenue $0

TOTAL REVENUE $14,195,318

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,811,626

Fundraising Expenses $169,436

Program Expenses $12,066,444

Other Expenses $3,640,608

TOTAL EXPENSES $14,452,234

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,195,318	$13,668,584	+0.0%
Expenses	$14,452,234	$13,962,377	+0.0%
Net Income	$-256,916	$-293,793	-0.1%

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

$2,313,196

Total Directors

$683,749

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PHILLIP BUCHANAN	PRESIDENT	45.00	Officer Director	$608,322	$75,427	$683,749
TIFFANY COOPER GUEYE	BOARD CHAIR (UNTIL 7/24)	2.00	Director	$0	$0	$0
STEPHANIE HULL	DIRECTOR	1.00	Director	$0	$0	$0
LATIDA SMITH	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY RICHARDSON	BOARD CHAIR (AS OF 6/24)	1.00	Director	$0	$0	$0
SAMPRITI GANGULI	DIRECTOR	1.00	Director	$0	$0	$0
JESUS GERENA	DIRECTOR	1.00	Director	$0	$0	$0
PAUL BEAUDET	DIRECTOR (UNTIL 10/24)	1.00	Director	$0	$0	$0
LEE ALEXANDER RISBY	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD OBER	DIRECTOR (UNTIL 7/24)	1.00	Director	$0	$0	$0
TARYN HIGASHI	DIRECTOR	1.00	Director	$0	$0	$0
DON CHEN	DIRECTOR (AS OF 6/24)	0.50	Director	$0	$0	$0
ALESHA WASHINGTON	DIRECTOR (AS OF 7/24)	0.42	Director	$0	$0	$0
CAROLINE ALTMAN SMITH	DIRECTOR (AS OF 7/24)	0.42	Director	$0	$0	$0
RIHAB BABIKER	VP, FINANCE & OPERATIONS/ TREASURER	45.00	Officer	$218,127	$51,284	$269,411
KEVIN BOLDUC	VP, ASSESSMENT & ADVISORY SERVICES/ OFFICER	45.00	Officer	$294,406	$18,009	$312,415
ELISHA SMITH ARRILLAGA	VP, RESEARCH	45.00	Officer	$270,896	$37,654	$308,550
ALYSE D'AMICO	VP, PEOPLE & CULTURE/ OFFICER	33.00	Officer	$181,040	$20,505	$201,545
MOLLY HEIDEMANN	SR. EXEC. ASST., PRESIDENT'S OFFICE/CLERK	45.00	Officer	$107,571	$16,919	$124,490
GRACE NICOLETTE	VP, PROGRAMMING & EXTERNAL RELATIONS/ OFFICER	36.00	Officer	$154,786	$43,924	$198,710
JENNIFER VORSE WILKA	EXEC. DIR., YOUTHTRUTH/ OFFICER (UNTIL 2/24)	0.00	Officer	$188,756	$25,570	$214,326
AMBER BRADLEY	DIRECTOR, LEARNING INSTITUTE	45.00	Highest	$205,260	$47,307	$252,567
ANDREA DE FOREST	INTERIM VP, YT & DIR. ORG. LEARNING & COMM	45.00	Highest	$255,957	$17,349	$273,306
MARINELLA BOYADZHIEV	DIRECTOR, ASSESSMENT & ADVISORY SERVICES	45.00	Highest	$184,479	$49,415	$233,894
JIMMY SIMPSON JR	DIRECTOR OF PARTNERSHIPS, YOUTHTRUTH	45.00	Highest	$203,757	$20,094	$223,851
WHITNEY IVIE	DIRECTOR, CLIENT SERVICES YOUTHTRUTH	45.00	Highest	$172,087	$22,589	$194,676

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	$14,195,318	$14,452,234	$21,627,997	$-256,916
2023	$13,668,584	$13,962,377	$22,242,124	$-293,793
2022	$13,719,145	$13,484,524	$22,093,437	$234,621
2021	$21,070,243	$10,398,205	$19,860,929	$10,672,038
2020	$8,366,196	$9,546,473	$8,461,938	$-1,180,277
2019	$11,267,737	$10,199,135	$9,591,247	$1,068,602
2018	$8,893,532	$8,464,806	$8,302,553	$428,726

THE CENTER FOR EFFECTIVE PHILANTHROPY INC