CAUSE EFFECTIVE INC

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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

1981

Legal Domicile

Principal Officer

SONYA SHIELDS

Phone

2126437093

Tax Period

2022-07-01 to 2023-06-30

CAUSE EFFECTIVE INC, founded in 1981, is a community nonprofit in the Public & Societal Benefit sector that reported $1.7M in total revenue in fiscal year 2022. Revenue surged 22% from the prior year, signaling strong growth momentum.

Mission

CAUSE EFFECTIVE TRANSFORMS NONPROFITS BY PARTNERING WITH MISSION-DRIVEN LEADERS TO ACHIEVE SOCIAL CHANGE. WE WORK WITH LEADERSHIP TO DEVELOP, EMPLOY & EXPAND EFFECTIVE FUNDRAISING, GOVERNANCE & ORGANIZATIONAL STRATEGIES TO ADVANCE EQUITY & JUSTICE.

Program Service Accomplishments

Program 1

Expenses: $1,087,964 Revenue: $485,150

CONSULTING - LAST YEAR WE COUNSELED 247 NONPROFITS THROUGH CUSTOMIZED BOARD TRAININGS, INTENSIVE COACHING OR YEAR-LONG FUNDRAISING RESIDENCIES. OVER 750 NONPROFIT LEADERS WERE INSPIRED AND INFLUENCED BY CAUSE EFFECTIVE'S COACHING AND TRAINING TO DIVERSIFY REVENUE AND ADDRESS RISKS TO ORGANIZATIONAL RESILIENCE.

Program 2

Expenses: $62,401 Revenue: $115,900

WORKSHOPS - LAST YEAR WE LED OVER 18 WORKSHOPS AND TRAININGS DESIGNED TO ELEVATE NONPROFIT LEADERSHIP'S KNOWLEDGE AND SKILLS IN BOARD GOVERNANCE AND FUNDRAISING, MADE POSSIBLE BY COLLABORATIONS WITH 17 FUNDERS AND OTHER PARTNERS.PUBLICATIONS - WE PROVIDE THOUGHT LEADERSHIP ON A SECTORAL LEVEL ON ISSUES PERTAINING TO FUNDRAISING AND GOVERNANCE, ESPECIALLY STRATEGIC CONCERNS RELATING TO EQUITY, ACCESS, AND ENSURING THAT ALL HAVE THEIR RIGHTFUL SEAT AT THE TABLE. IN 2019 CAUSE EFFECTIVE RELEASED "MONEY, POWER AND RACE: THE LIVED EXPERIENCE OF FUNDRAISERS OF COLOR" - A SEARINGLY HONEST NARRATIVE UNCOVERING THE CHALLENGES FACED BY FUNDRAISERS OF COLOR ACROSS U.S. NONPROFITS OF ALL SIZES. WHICH IS STILL PROVOKING SECTORAL CONVERSATIONS TODAY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $1,116,486

Program Service Revenue $601,050

Investment Income $607

Other Revenue $-23,690

TOTAL REVENUE $1,694,453

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,485,473

Fundraising Expenses $267,582

Program Expenses $1,150,365

Other Expenses $287,782

TOTAL EXPENSES $1,794,055

Year-over-Year Comparison

	2022	2021	Change
Revenue	$1,694,453	$1,387,605	+0.2%
Expenses	$1,794,055	$1,176,998	+0.5%
Net Income	$-99,602	$210,607	-1.5%

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

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

$173,991

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ZANETTA ADDAMS-PILGRIM	CHAIR	4.00	Officer Director	$0	$0	$0
DIDI LACHER	VICE CHAIR	4.00	Officer Director	$0	$0	$0
THOMAS SCHIER	TREASURER	4.00	Officer Director	$0	$0	$0
AMY WOLF	SECRETARY	4.00	Officer Director	$0	$0	$0
ROSS PASQUALE	BOARD MEMBER	1.00	Director	$0	$0	$0
KELSEY LOUIS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHARKO PATTERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
KATRINA VENTURINA	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK CASTLE	BOARD MEMBER	1.00	Director	$0	$0	$0
PEDRO REYES	BOARD MEMBER	1.00	Director	$0	$0	$0
KENNETH LAM	BOARD MEMBER	1.00	Director	$0	$0	$0
GABRIELLA POLUR	BOARD MEMBER	1.00	Director	$0	$0	$0
JUDY LEVINE	PRESIDENT/EXECUTIVE DIRECTOR	40.00	Officer	$155,629	$18,362	$173,991

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	$1,694,453	$1,794,055	$651,022	$-99,602
2022	$1,387,605	$1,176,998	$567,862	$210,607
2021	$1,011,069	$870,359	$465,659	$140,710
2020	$809,404	$871,349	$311,358	$-61,945
2019	$896,691	$980,042	$357,079	$-83,351
2018	$998,714	$973,803	$433,742	$24,911