COQUAL INC (EIN 133730312) - 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

1993

Legal Domicile

Principal Officer

JENNIE GLAZER

Phone

2123152333

Tax Period

2023-01-01 to 2023-12-31

COQUAL INC, founded in 1993, is a community nonprofit in the Human Services sector that reported $3.6M in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $5.2M exceeded revenue, resulting in a 46% operating deficit.

Mission

THROUGH INSIGHTFUL RESEARCH AND POWERFUL CONVENINGS, WE INSPIRE AND EQUIP LEADERS (CON'T ON SCH O)TO DESIGN DIVERSE, INCLUSIVE, AND EQUITABLE WORKPLACES WHERE EVERY PERSON BELONGS.

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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 $3,275,851

Program Service Revenue $157,800

Investment Income $567

Other Revenue $134,248

TOTAL REVENUE $3,568,466

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,724,628

Fundraising Expenses $282,210

Program Expenses $3,512,059

Other Expenses $1,475,733

TOTAL EXPENSES $5,200,361

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,568,466	$4,591,472	-0.2%
Expenses	$5,200,361	$5,016,744	+0.0%
Net Income	$-1,631,895	$-425,272	+2.8%

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

$1,145,682

Total Directors

$484,025

Key Employees

$1,092,679

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROLYN BUCK LUCE	CO-CHAIRPERSON	1.00	Officer Director	$0	$0	$0
SUMONA DE GRAAF	CO-CHAIRPERSON	1.00	Officer Director	$0	$0	$0
LANAYA IRVIN	CEO	40.00	Officer Director	$484,000	$25	$484,025
JOSHUA CASTELLINO	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNE ERNI	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICIA FILI-KRUSHEL	BOARD MEMBER	1.00	Director	$0	$0	$0
KENT A GARDINER	BOARD MEMBER	1.00	Director	$0	$0	$0
KELLIE MCELHANEY	BOARD MEMBER	1.00	Director	$0	$0	$0
LAURA J POSADAS	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID G RICHARDSON	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN K REID	BOARD MEMBER	1.00	Director	$0	$0	$0
MARK E STEPHANZ	BOARD MEMBER	1.00	Director	$0	$0	$0
MELINDA B WOLFE	BOARD MEMBER	1.00	Director	$0	$0	$0
JENNIE GLAZER	TREASURER/CHIEF OPERATING OFFICER	40.00	Officer	$421,618	$47,293	$468,911
MARGARET SHILLER	SECRETARY/CHIEF OF STAFF	40.00	Officer	$178,148	$14,598	$192,746
ARPAN NARAYAN	EVP	40.00	Key Emp	$356,139	$17,706	$373,845
SANDRA RICE	SVP	40.00	Key Emp	$241,637	$20,597	$262,234
GWYNETH MEEKS	SVP	40.00	Key Emp	$214,196	$27,313	$241,509
JODI DAVIS	SVP	40.00	Key Emp	$201,385	$13,706	$215,091
JUNGYOON EUNICE YU	VP	40.00	Highest	$173,666	$13,085	$186,751
TOAN HANG	VP	40.00	Highest	$172,618	$2,025	$174,643
NATHAN CASTILLO	VP	40.00	Highest	$154,255	$13,421	$167,676
SY STOKES	VP	40.00	Highest	$156,524	$11,152	$167,676
COLIN ELLIOTT	VP	40.00	Highest	$153,098	$18,898	$171,996

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	$3,568,466	$5,200,361	$1,935,361	$-1,631,895
2022	$4,591,472	$5,016,744	$4,690,740	$-425,272
2021	$4,916,063	$3,761,772	$3,954,903	$1,154,291
2021	$4,916,063	$3,761,772	$3,954,903	$1,154,291
2020	$4,031,304	$3,639,592	$2,902,936	$391,712
2020	$4,227,439	$3,636,955	$3,111,668	$590,484
2020	$4,031,304	$3,639,592	$2,902,936	$391,712
2018	$5,451,066	$5,165,213	$2,276,537	$285,853

COQUAL INC