COUNCIL OF STATE RETAIL ASSOCIATIONS INC (EIN 202266267) - 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

2006

Legal Domicile

Principal Officer

BEVERLY LYNCH

Phone

2154996284

Tax Period

2024-01-01 to 2024-12-31

COUNCIL OF STATE RETAIL ASSOCIATIONS INC, founded in 2006, is a small nonprofit in the Community Improvement sector that reported $315K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $298K left a modest 5% surplus.

Mission

TO IMPROVE AND ADVANCE THE RETAIL INDUSTRY THROUGH CLOSE COOPERATION AND MUTUAL ASSISTANCE AMONG STATE RETAIL ASSOCATION EXECUTIVES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $251,375

Program Service Revenue $14,859

Investment Income $48,738

Other Revenue $0

TOTAL REVENUE $314,972

Expense Breakdown

Grants Paid $2,250

Salaries & Benefits $0

Fundraising Expenses $5,619

Program Expenses $247,172

Other Expenses $295,456

TOTAL EXPENSES $297,706

Year-over-Year Comparison

	2024	2023	Change
Revenue	$314,972	$249,920	+0.3%
Expenses	$297,706	$280,228	+0.1%
Net Income	$17,266	$-30,308	-1.6%

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

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT SHALLEY	CHAIR	1.00	Officer	$0	$0	$0
RENEE SUNDE	VICE CHAIR	1.00	Officer	$0	$0	$0
RACHEL MICHELIN	SECRETARY/TR	1.00	Officer	$0	$0	$0
ERIN SIGRIST	IMMEDIATE PA	1.00	Officer	$0	$0	$0
WILLIAM HALLAN	AT-LARGE MEM	1.00	Director	$0	$0	$0
CHRIS HOWES	AT-LARGE MEM	1.00	Director	$0	$0	$0
JESSICA ELLIOTT	AT-LARGE MEM	1.00	Director	$0	$0	$0
BEN COWART	AT-LARGE MEM	1.00	Director	$0	$0	$0
BEVERLY LYNCH	EXECUTIVE DI	5.00	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	$314,972	$297,706	$293,528	$17,266
2023	$249,920	$280,228	$299,243	$-30,308
2022	$244,005	$352,928	$316,838	$-108,923
2021	$240,576	$228,634	$480,447	$11,942
2020	$69,900	$112,620	$454,692	$-42,720
2019	$225,295	$199,379	$458,676	$25,916
2018	$209,256	$235,146	$386,109	$-25,890

COUNCIL OF STATE RETAIL ASSOCIATIONS INC