CUSTOMERS FIRST COALITION INC (EIN 202108030) - 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

1998

Legal Domicile

Principal Officer

KRISTIN GILKES

Phone

6082860784

Tax Period

2023-01-01 to 2023-12-31

CUSTOMERS FIRST COALITION INC, founded in 1998, is a small nonprofit in the Public & Societal Benefit sector that reported $266K in total revenue in fiscal year 2023. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $40K, a strong 15% operating margin.

Mission

TO PROTECT THE INTERESTS OF WISCONSIN ELECTRIC CONSUMERS.

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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 $254,248

Program Service Revenue $11,429

Investment Income $0

Other Revenue $0

TOTAL REVENUE $265,677

Expense Breakdown

Grants Paid $0

Salaries & Benefits $166,528

Fundraising Expenses $0

Program Expenses $225,711

Other Expenses $59,183

TOTAL EXPENSES $225,711

Year-over-Year Comparison

	2023	2022	Change
Revenue	$265,677	$205,143	+0.3%
Expenses	$225,711	$328,408	-0.3%
Net Income	$39,966	$-123,265	-1.3%

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

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

$156,125

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARI ANNE RENLUND	DIRECTOR	0.50	Director	$0	$0	$0
JENNIFER SHILLING	DIRECTOR	0.50	Director	$0	$0	$0
MIKE BRUENING	DIRECTOR	0.50	Director	$0	$0	$0
TIM HEINRICH	VICE CHAIR	0.50	Director	$0	$0	$0
TOM HANRAHAN	DIRECTOR	0.50	Director	$0	$0	$0
STEVE FREESE	CHAIR	0.50	Director	$0	$0	$0
TOM CONTENT	SECRETARY/TREASURER	0.50	Director	$0	$0	$0
KRISTIN GILKES	EXECUTIVE DIRECTOR/DIRECTO	40.00	Officer	$156,125	$0	$156,125

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	$265,677	$225,711	$68,948	$39,966
2022	$205,143	$328,408	$54,564	$-123,265

CUSTOMERS FIRST COALITION INC