TRI-STATE COALITION FOR RESPONSIBLE INVESTMENT

EIN: 133600917 501(c)(3)

MONTCLAIR, NJ

Total Revenue
$297,164
Total Expenses
$69,765
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1975
Legal Domicile
NJ
Principal Officer
COURTNEY WICKS
Phone
9735098800
Tax Period
2020-07-01 to 2021-06-30

TRI-STATE COALITION FOR RESPONSIBLE INVESTMENT, founded in 1975, is a small nonprofit that reported $297K in total revenue in fiscal year 2020. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $227K, a strong 77% operating margin.

Mission

THE ORGANIZATION SUPPORTS INVESTORS IN ALIGNING THEIR MISSION AND VALUES WITH THEIR INVESTMENT APPROACH. THE ORGANIZATION RESEARCHES AND SHARES INFORMATION ON PUBLICLY TRADED COMPANIES IN LIGHT OF SOCIAL JUSTICE ISSUES, ADVOCATES FOR IMPROVED PERFORMANCE WITH COPORATIONS, AND CONDUCTS PROXY VOTING. EXAMPLES WOULD INCLUDE HUMAN RIGHTS, ENVIRONMENTAL CONCERNS, RACIAL JUSTICE, AND RESPONSIBLE FINANCIAL PRACTICES.

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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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $293,553
Program Service Revenue $3,611
Investment Income $0
Other Revenue $0
TOTAL REVENUE $297,164

Expense Breakdown

Grants Paid $0
Salaries & Benefits $55,596
Fundraising Expenses $0
Program Expenses $42,132
Other Expenses $14,169
TOTAL EXPENSES $69,765

Year-over-Year Comparison

2020 2019 Change
Revenue $297,164 $239,144 +0.2%
Expenses $69,765 $288,093 -0.8%
Net Income $227,399 $-48,949 -5.6%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
10
Independent Members
10
Employees
4
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
2
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MAURICE BP-WEEKS TRUSTEE 1.00
Director
$0 $0 $0
SISTER VERONICA BRAND RSHM TRUSTEE 1.00
Director
$0 $0 $0
SR JOAN CORREIA OP TRUSTEE 1.00
Director
$0 $0 $0
FRANK MCMILLAN TRUSTEE 1.00
Director
$0 $0 $0
RUTHLY CADESTIN TRUSTEE 1.00
Director
$0 $0 $0
STACEY PETTICE TRUSTEE 1.00
Director
$0 $0 $0
VIKI RADDEN SECRETARY 1.00
Director
$0 $0 $0
LYNEIR RICHARDSON TRUSTEE 1.00
Director
$0 $0 $0
RICHARD LAWTON TREASURER 1.00
Officer
$0 $0 $0
BROTHER GEORGE SCHMITZ CSC CHAIR 1.00
Officer
$0 $0 $0
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
2021 $297,164 $69,765 No data $227,399
2019 $250,597 $245,175 $147,926 $5,422
2018 $269,129 $235,916 $169,057 $33,213
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