CITIZENS BUDGET COMMISSION INC (EIN 130576141) - 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

1932

Legal Domicile

Principal Officer

ANDREW S REIN

Phone

2122792605

Tax Period

2023-01-01 to 2023-12-31

CITIZENS BUDGET COMMISSION INC, founded in 1932, is a community nonprofit in the Public & Societal Benefit sector that reported $3.6M in total revenue in fiscal year 2023. Expenses of $3.1M left a modest 13% surplus.

Mission

TO INFLUENCE CONSTRUCTIVE CHANGE IN THE FINANCES AND SERVICES OF NEW YORK CITY AND STATE GOVERNMENTS.

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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 $3,053,581

Program Service Revenue $0

Investment Income $546,804

Other Revenue $2,797

TOTAL REVENUE $3,603,182

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,635,864

Fundraising Expenses $323,312

Program Expenses $2,376,288

Other Expenses $1,486,110

TOTAL EXPENSES $3,127,974

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,603,182	$3,396,278	+0.1%
Expenses	$3,127,974	$2,509,631	+0.2%
Net Income	$475,208	$886,647	-0.5%

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

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

$328,416

Total Directors

$108,866

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEVIN MEDINA	DIRECTOR OF OPERATIONS	1.00	Director	$101,866	$7,000	$108,866
MARISSA SHORENSTEIN	CHAIR	1.00	Director	$0	$0	$0
JAKE ELGHANAYAN	VICE CHAIR	1.00	Director	$0	$0	$0
WILLIAM FLOYD	VICE CHAIR	1.00	Director	$0	$0	$0
CAROL ROSENTHAL	VICE CHAIR	1.00	Director	$0	$0	$0
EDWARD WALLACE	GENERAL COUNSEL	1.00	Director	$0	$0	$0
KENT HITESHEW	SECRETARY	1.00	Director	$0	$0	$0
ALAIR TOWNSEND	TREASURER	1.00	Director	$0	$0	$0
ELAINE BRENNAN	TRUSTEE	1.00	Director	$0	$0	$0
PAULA DAGEN	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT HOGLUND	TRUSTEE	1.00	Director	$0	$0	$0
CASWELL HOLLOWAY	TRUSTEE	1.00	Director	$0	$0	$0
SHARI HYMAN	TRUSTEE	1.00	Director	$0	$0	$0
DAVID A JAVDAN	TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY MANNARINO	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD ROBERTS	TRUSTEE	1.00	Director	$0	$0	$0
JAMIE RUBIN	TRUSTEE (THRU 9/2023)	1.00	Director	$0	$0	$0
MERRYL H TISCH	TRUSTEE	1.00	Director	$0	$0	$0
ANDREW S REIN	PRESIDENT	40.00	Officer	$308,466	$19,950	$328,416
ANA CHAMPENY	VICE PRESIDENT FOR RESEARCH	40.00	Highest	$191,862	$45,324	$237,186
PATRICK ORECKI	DIRECTOR OF STATE STUDIES	40.00	Highest	$138,659	$21,755	$160,414
SEAN T CAMPION	DIRECTOR OF HOUSING AND ECONOMIC STUDIES	40.00	Highest	$124,364	$8,982	$133,346

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	No data	No data	No data	No data
2023	$3,603,182	$3,127,974	$14,357,467	$475,208
2022	$3,396,278	$2,509,631	$12,953,903	$886,647
2021	$2,761,347	$2,316,525	$11,693,384	$444,822
2020	$2,137,642	$2,458,008	$10,073,726	$-320,366
2019	$2,976,696	$2,655,358	$9,497,544	$321,338
2018	$3,147,314	$3,011,350	$8,157,645	$135,964

CITIZENS BUDGET COMMISSION INC