SUSTAINABLE MARKETS FOUNDATION (EIN 134188834) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

ELIZABETH HITCHCOCK

Phone

2127640521

Tax Period

2023-09-01 to 2024-08-31

SUSTAINABLE MARKETS FOUNDATION, founded in 2001, is a mid-sized nonprofit in the Environment sector that reported $48.0M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $41.5M left a modest 14% surplus.

Mission

THE MISSION OF THE ORGANIZATION IS TO PROMOTE ENVIRONMENTAL PROTECTION, ENERGY EFFICIENCY, CONSUMER PROTECTION, HEALTH AND SAFETY, AND GOOD GOVERNMENT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $45,653,773

Program Service Revenue $0

Investment Income $2,340,075

Other Revenue $0

TOTAL REVENUE $47,993,848

Expense Breakdown

Grants Paid $14,855,055

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $40,767,130

Other Expenses $26,623,842

TOTAL EXPENSES $41,478,897

Year-over-Year Comparison

	2023	2022	Change
Revenue	$47,993,848	$39,210,071	+0.2%
Expenses	$41,478,897	$30,565,908	+0.4%
Net Income	$6,514,951	$8,644,163	-0.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH HITCHCOCK	President	1.00	Officer Director	$0	$0	$0
STEPHEN KLEINBERG Secretary	Treasurer	1.00	Officer Director	$0	$0	$0
JOHN RICHARD	Vice President	1.00	Officer Director	$0	$0	$0
JAY R HALFON dir gen Couns	CEO	35.00	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
2024	$47,993,848	$41,478,897	$51,207,046	$6,514,951
2023	$39,210,071	$30,565,908	$44,167,374	$8,644,163
2022	$42,011,341	$25,863,297	$34,451,318	$16,148,044
2021	$19,381,628	$18,319,398	$17,976,931	$1,062,230
2020	$23,478,528	$17,312,676	$17,113,701	$6,165,852
2019	$17,782,671	$13,699,835	$10,386,662	$4,082,836
2018	$14,027,640	$13,519,637	$6,643,453	$508,003
2017	$12,960,963	$11,209,733	$5,982,460	$1,751,230

SUSTAINABLE MARKETS FOUNDATION