COALITION FOR A PROSPEROUS AMERICA EDUCATION FUND INC (EIN 208992585) - 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

2007

Legal Domicile

Principal Officer

MICHAEL STUMO

Phone

4138542580

Tax Period

2023-01-01 to 2023-12-31

COALITION FOR A PROSPEROUS AMERICA EDUCATION FUND INC, founded in 2007, is a small nonprofit that reported $918K in total revenue in fiscal year 2023. Revenue fell 26% from the prior year — a significant decline worth monitoring. Expenses of $853K left a modest 7% surplus.

Mission

TO ADVOCATE THE IMPLEMENTATION OF STRATEGIC TRADE, TAX AND GROWTH POLICIES TO HELP MEMBERS PROSPER.

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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 $918,246

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $918,246

Expense Breakdown

Grants Paid $0

Salaries & Benefits $710,985

Fundraising Expenses $20,861

Program Expenses $622,440

Other Expenses $141,650

TOTAL EXPENSES $852,635

Year-over-Year Comparison

	2023	2022	Change
Revenue	$918,246	$1,240,234	-0.3%
Expenses	$852,635	$933,447	-0.1%
Net Income	$65,611	$306,787	-0.8%

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

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

$259,513

Total Directors

$259,513

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL STUMO	CEO	10.00	Officer Director	$0	$16,022	$259,513
ZACH MOTTL	CHARIMAN	2.00	Officer Director	$0	$0	$0
MARC FASTEAU	VICE CHAIR	0.50	Officer Director	$0	$0	$0
BRIAN O'SHAUGNESSY	TRASURER	1.00	Officer Director	$0	$0	$0
BILL BULLARD	DIRECTOR	0.50	Director	$0	$0	$0
USMAN AHMED	DIRECTOR	0.50	Director	$0	$0	$0
MARTY DAVIS	DIRECTOR	0.50	Director	$0	$0	$0
JOHN HANSEN	DIRECTOR	0.50	Director	$0	$0	$0
DAN DIMICCO	VICE CHAIR	0.50	Officer Director	$0	$0	$0
JOE LOGAN	DIRECTOR	0.50	Director	$0	$0	$0
JULIANA KEELING	DIRECTOR	0.50	Director	$0	$0	$0
BILL PARKS	DIRECTOR	0.50	Director	$0	$0	$0
BILL JONES	DIRECTOR	0.50	Director	$0	$0	$0
PAM POTHOFF	DIRECTOR	0.50	Director	$0	$0	$0
ANDY WARLICK	DIRECTOR	0.50	Director	$0	$0	$0
JEFFREY FERRY	SR ECONOMIST	40.00	Highest	$193,461	$12,221	$205,682
ANDREW HERITAGE	ECONOMIST	1.00	Highest	$141,724	$7,087	$148,811
JONATHAN TOOMEY	SVP GOVERNMENT RELATIONS	0.00	Highest	$0	$19,536	$357,059
NICHOLAS IACOVELLA	VP PUBLIC AFFAIRS	0.00	Highest	$0	$15,713	$324,687
CHARLES BENOIT	TRADE COUNSEL	0.00	Highest	$0	$12,808	$146,760

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	$918,246	$852,635	$428,237	$65,611
2022	$1,240,234	$933,447	$382,903	$306,787
2021	$1,224,649	$1,191,627	$86,949	$33,022
2020	$818,884	$878,185	$40,755	$-59,301
2019	$876,980	$900,931	$63,783	$-23,951
2018	$530,195	$620,910	$90,207	$-90,715

COALITION FOR A PROSPEROUS AMERICA EDUCATION FUND INC