CANDID (EIN 131837418) - 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

1956

Legal Domicile

Principal Officer

SAMANTHA BARBEE

Phone

2126204230

Tax Period

2024-01-01 to 2024-12-31

CANDID, founded in 1956, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $40.9M in total revenue in fiscal year 2024. Revenue decreased 5% compared to the prior year. The organization ran a surplus of $7.8M, a strong 19% operating margin.

Mission

CANDID GETS YOU THE INFORMATION YOU NEED TO DO GOOD.

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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 $4,253,145

Program Service Revenue $33,665,747

Investment Income $2,585,152

Other Revenue $356,845

TOTAL REVENUE $40,860,889

Expense Breakdown

Grants Paid $0

Salaries & Benefits $19,263,947

Fundraising Expenses $1,496,687

Program Expenses $23,503,017

Other Expenses $13,838,494

TOTAL EXPENSES $33,102,441

Year-over-Year Comparison

	2024	2023	Change
Revenue	$40,860,889	$43,212,468	-0.1%
Expenses	$33,102,441	$36,022,947	-0.1%
Net Income	$7,758,448	$7,189,521	+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

232

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

$1,023,221

Total Directors

Key Employees

$383,722

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELISSA BERMAN	CHAIR	1.00	Officer Director	$0	$0	$0
DONNA MURRAY-BROWN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BRIAN TRELSTAD	TREASURER	1.00	Officer Director	$0	$0	$0
ANA MARIE ARGILAGOS	TRUSTEE	1.00	Director	$0	$0	$0
ESTHER T BENJAMIN	TRUSTEE	1.00	Director	$0	$0	$0
JOHN BROTHERS	TRUSTEE	1.00	Director	$0	$0	$0
KAMI DAR	TRUSTEE	1.00	Director	$0	$0	$0
NAILA FAROUKY	TRUSTEE	1.00	Director	$0	$0	$0
MARIA DEL ROSARIO GALLEGO GARCIA	TRUSTEE	1.00	Director	$0	$0	$0
MATT GEE	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN GOODALL	TRUSTEE	1.00	Director	$0	$0	$0
ROMANITA HAIRSTON	TRUSTEE	1.00	Director	$0	$0	$0
NEAL HEGARTY	TRUSTEE, THRU FEBRUARY 2024	1.00	Director	$0	$0	$0
DEBORAH D HOOVER	TRUSTEE, THRU FEBRUARY 2024	1.00	Director	$0	$0	$0
KENNETH M JONES	TRUSTEE	1.00	Director	$0	$0	$0
MOSUN LAYODE	TRUSTEE	1.00	Director	$0	$0	$0
RHETT N MABRY	TRUSTEE	1.00	Director	$0	$0	$0
LYLE MATTHEW KAN	TRUSTEE	1.00	Director	$0	$0	$0
ANAHITA TAFVIZI	TRUSTEE	1.00	Director	$0	$0	$0
ANGELA F WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
ANN MEI CHANG	CEO	50.00	Officer	$420,913	$49,863	$470,776
SAMANTHA BARBEE CHIEF OPER	& FINANCIAL OFFICER, AS OF 5/6/24	50.00	Officer	$195,376	$25,803	$221,179
MIZMUN KUSAIRI	SECRETARY/VP OF PLANNING	50.00	Officer	$231,687	$36,951	$268,638
CATHERINE WILLIAMS	CHIEF DATA OFFICER	50.00	Officer	$57,991	$4,637	$62,628
KEVIN L MULDER	VP OF TECHNOLOGY	50.00	Key Emp	$303,673	$80,049	$383,722
JOSE RODRIGUEZ	SR. DIR. OF STRATEGIC PARTNERSHIPS	50.00	Highest	$345,697	$32,379	$378,076
JOHN GONZALEZ	VP OF PRODUCT MANAGEMENT	50.00	Highest	$308,769	$77,118	$385,887
TRACY L WAKSLER	VP OF GROWTH	50.00	Highest	$281,069	$43,416	$324,485
DEANCA DICKEY	VP OF TALENT	50.00	Highest	$230,006	$32,375	$262,381
ALEDA GAGARIN	VP OF INFLUENCE	50.00	Highest	$227,357	$60,185	$287,542

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	$40,860,889	$33,102,441	$106,946,485	$7,758,448
2023	$43,212,468	$36,022,947	$100,177,752	$7,189,521
2022	$51,839,195	$39,889,670	$90,918,496	$11,949,525
2021	$55,202,801	$43,747,758	$88,006,038	$11,455,043
2020	$42,877,589	$39,439,944	$69,236,438	$3,437,645
2018	$29,706,800	$25,781,921	$45,546,348	$3,924,879

CANDID