COUNCIL OF STATE AND TERRITORIAL EPIDEMIOLOGISTS INC (EIN 237410799) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

JANET HAMILTON

Phone

7704583811

Tax Period

2023-10-01 to 2024-09-30

COUNCIL OF STATE AND TERRITORIAL EPIDEMIOLOGISTS INC, founded in 1992, is a mid-sized nonprofit that reported $43.9M in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum.

Mission

DEVELOPMENT OF STATE SURVEILLANCE AND EPIDEMIOLOGIST TRAININGVISION STATEMENT:THE COUNCIL OF STATE AND TERRITORIAL EPIDEMIOLOGISTS IS COMMITTED TO IMPROVING THE PUBLIC'S HEALTH BY SUPPORTING THE EFFORTS OF EPIDEMIOLOGISTS WORKING AT THE STATE AND LOCAL LEVEL TO INFLUENCE PUBLIC HEALTH PROGRAMS AND POLICY BASED ON SCIENCE AND DATA.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $41,242,656

Program Service Revenue $2,553,799

Investment Income $105,656

Other Revenue $17,959

TOTAL REVENUE $43,920,070

Expense Breakdown

Grants Paid $15,933,190

Salaries & Benefits $15,021,602

Fundraising Expenses $0

Other Expenses $12,260,487

TOTAL EXPENSES $43,215,279

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,920,070	$36,595,836	+0.2%
Expenses	$43,215,279	$35,472,501	+0.2%
Net Income	$704,791	$1,123,335	-0.4%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

105

Volunteers

1000

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

$557,928

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH LYON-CALLO MA MS PHD	PRESIDENT (OUTGOING)	4.00	Officer Director	$0	$0	$0
CATHERINE BROWN DVM MSC MPH	PRESIDENT (INCOMING)	4.00	Officer Director	$0	$0	$0
KATHRYN TURNER PHD MPH	PRESIDENT - ELECT	5.00	Officer Director	$0	$0	$0
ANGELA DUNN MD MPH	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
RUTH LYNFIELD MD	SECRETARY/TREASURER	5.00	Officer Director	$0	$0	$0
RACHELLE BOULTON MSPH	MEMBER-AT-LARGE	4.00	Director	$0	$0	$0
BENJAMIN CHAN MD MPH	MEMBER-AT-LARGE	5.00	Director	$0	$0	$0
SHERRI L DAVIDSON PHD MPH	MEMBER-AT-LARGE	5.00	Director	$0	$0	$0
MARY-MARGARET A FILL MD MPH	MEMBER-AT-LARGE	2.00	Director	$0	$0	$0
BAH-HE-TOYA-MAH DAVENPORT MTAG MSHI	MEMBER-AT-LARGE	3.00	Director	$0	$0	$0
THERESA SOKOL MPH	MEMBER-AT-LARGE	5.00	Director	$0	$0	$0
SARAH KEMBLE MD	MEMBER-AT-LARGE	2.00	Director	$0	$0	$0
ERICA PAN MD MPH	MEMBER-AT-LARGE	2.00	Director	$0	$0	$0
KEN KOMATSU MPH	MEMBER-AT-LARGE	2.00	Director	$0	$0	$0
KATE GOODIN MS MPH	MEMBER-AT-LARGE	2.00	Director	$0	$0	$0
MELISSA JORDAN MS MPH	MEMBER-AT-LARGE	5.00	Director	$0	$0	$0
JANET HAMILTON	EXECUTIVE DIRECTOR	48.00	Officer	$307,375	$43,802	$351,177
SHELIA SCOTT	SENIOR DIRECTOR OF FINANCE	43.00	Officer	$184,406	$22,345	$206,751
ANNIE FINE	CHIEF SCIENCE/SURVEILLANCE	41.00	Highest	$298,004	$41,196	$339,200
MARCELLE LAYTON	CHIEF MEDICAL OFFICER	40.00	Highest	$294,454	$31,240	$325,694
JENNIFER LEMMINGS	SENIOR DIRECTOR OF GSS	42.00	Highest	$217,503	$48,640	$266,143
BEVERLY CHRISTNER	SENIOR DIRECTOR OF OPERATI	43.00	Highest	$223,519	$34,197	$257,716
DHARA SHAH	SENIOR DIRECTOR OF PROGRAM	46.00	Highest	$191,657	$37,206	$228,863

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	$43,920,070	$43,215,279	$15,492,047	$704,791
2023	$36,595,836	$35,472,501	$12,492,068	$1,123,335
2022	$29,012,724	$28,818,527	$7,885,631	$194,197
2021	$20,919,000	$20,503,928	$7,651,256	$415,072
2020	$15,311,429	$15,236,479	$5,151,092	$74,950
2019	$18,597,191	$18,408,795	$5,512,088	$188,396
2018	$21,789,397	$21,243,176	$5,934,263	$546,221

COUNCIL OF STATE AND TERRITORIAL EPIDEMIOLOGISTS INC