THE COMMONWEALTH FOUNDATION FOR PUBLIC POLICY ALTERNATIVES (EIN 232473845) - 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

1987

Legal Domicile

Principal Officer

ANDREW J LEWIS

Phone

7176711901

Tax Period

2023-10-01 to 2024-09-30

THE COMMONWEALTH FOUNDATION FOR PUBLIC POLICY ALTERNATIVES, founded in 1987, is a mid-sized nonprofit in the Public & Societal Benefit sector that reported $12.1M in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. Expenses of $11.0M left a modest 9% surplus.

Mission

TRANSFORMS FREE-MARKET IDEAS INTO PUBLIC POLICIES, EMPOWERING ALL PENNSYLVANIANS TO THRIVE.

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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 $11,808,248

Program Service Revenue $0

Investment Income $329,620

Other Revenue $0

TOTAL REVENUE $12,137,868

Expense Breakdown

Grants Paid $217,484

Salaries & Benefits $2,248,205

Fundraising Expenses $1,103,287

Program Expenses $8,340,121

Other Expenses $7,842,436

TOTAL EXPENSES $10,993,169

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,137,868	$9,554,022	+0.3%
Expenses	$10,993,169	$9,040,362	+0.2%
Net Income	$1,144,699	$513,660	+1.2%

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

$468,523

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE GH COATES JR	DIRECTOR & CHAIR	1.00	Officer Director	$0	$0	$0
GERARD ALEXANDER	DIRECTOR	1.00	Officer Director	$0	$0	$0
WILLIAM E SORDONI	DIRECTOR	1.00	Officer Director	$0	$0	$0
C BRUCE KERN II	DIRECTOR & SECRETARY	1.00	Officer Director	$0	$0	$0
THOMAS E BEACH	DIRECTOR	1.00	Director	$0	$0	$0
MONTGOMERY B BROWN	DIRECTOR	1.00	Director	$0	$0	$0
EMILY WK COX	DIRECTOR	1.00	Director	$0	$0	$0
BRITTNEY N PAUL	DIRECTOR	1.00	Director	$0	$0	$0
SARAH Y SIMKISS	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN L BLOOM	VICE PRESIDENT	40.00	Officer	$219,926	$32,606	$252,532
NATHAN A BENEFIELD	SENIOR VICE PRESIDENT	40.00	Officer	$201,439	$14,552	$215,991
CHARLES F MITCHELL	PRESIDENT(THROUGH 9/13/24)	40.00	Officer	$0	$0	$0
ANDREW J LEWIS	PRESIDENT & CEO (EFFECTIVE 9/13/24)	40.00	Officer	$0	$0	$0
JENNIFER T STEFANO	EXECUTIVE VP(THROUGH 3/13/24)	40.00	Officer	$0	$0	$0
MARK R WILSON	CHIEF FINANCIAL OFFICER	40.00	Officer	$0	$0	$0
ERIK M TELFORD	SENIOR VICE PRESIDENT	40.00	Officer	$0	$0	$0
C ROGER CUSTER	VICE PRESIDENT	40.00	Officer	$0	$0	$0
DAVID OSBORNE	SENIOR FELLOW	40.00	Highest	$113,317	$25,295	$138,612
ABBEY HASLAM	DIRECTOR OF GOVERNMENT AFFAIRS	40.00	Highest	$115,276	$19,336	$134,612
ELIZABETH STELLE	DIRECTOR OF POLICY ANALYSIS	40.00	Highest	$120,328	$10,122	$130,450
JAMES MILLER	DIGITAL MARKETING DIRECTOR	40.00	Highest	$124,066	$4,963	$129,029
KEVIN KANE	DIRECTOR OF LEGISLATIVE STRATEGY	40.00	Highest	$106,246	$14,801	$121,047

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	$12,137,868	$10,993,169	$6,856,601	$1,144,699
2023	$9,554,022	$9,040,362	$5,691,370	$513,660
2022	$8,505,576	$8,227,600	$5,120,050	$277,976
2021	$7,295,526	$7,265,423	$4,571,108	$30,103
2020	$5,578,694	$5,451,336	$4,161,411	$127,358
2019	$5,704,965	$4,301,074	$3,921,436	$1,403,891
2018	$4,911,259	$3,649,227	$2,377,725	$1,262,032

THE COMMONWEALTH FOUNDATION FOR PUBLIC POLICY ALTERNATIVES