COALITION FOR FINANCIAL SECURITY (EIN 203928577) - 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

Jeremy Van Ess

Tax Period

2021-01-01 to 2021-12-31

COALITION FOR FINANCIAL SECURITY, founded in 2006, is a small nonprofit that reported $257K in total revenue in fiscal year 2021. Expenses of $245K left a modest 5% surplus.

Mission

Coalition for Financial Security continued to pursue its mission of educating the public, decision makers and others about causes of financial insecurity and how our country can help more Americans secure their financial future. In 2021, we continued to shine a spotlight on why some families are financial "haves"; while their neighbors of the same income level are financial "have nots." Reasons, uncovered by CFS's own research and others by organization's like JumpStart and LIMRA, include a lack of financial literacy and a lack of contact with financial experts. CFS is seeking to help Americans by advocating for solutions that will empower them with the knowledge and resources they need, including education and access to experts. Our work helps support the passage of legislation requiring financial literacy legislation in schools and helps to ensure all communities have access to qualified financial advice.

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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 (2021)

Revenue Breakdown

Contributions & Grants $257,250

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $257,250

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $244,663

Other Expenses $244,757

TOTAL EXPENSES $244,757

Year-over-Year Comparison

	2021	2020	Change
Revenue	$257,250	N/A	N/A
Expenses	$244,757	N/A	N/A
Net Income	$12,493	$0	N/A

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
Dana Ju	Director	1	Director	$0	$0	$0
Jeremy Van Ess	Director	3	Director	$0	$0	$0
Carrie Schuyler	Director	1	Director	$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	$257,250	$244,757	$14,313	$12,493

COALITION FOR FINANCIAL SECURITY