THE CENTER FOR STATE AND LOCAL GOVERNMENT EXCELLENCE INC

EIN: 262661207 501(c)(3)

WASHINGTON, DC

Total Revenue
$1,351,345
Total Expenses
$2,091,064
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2008
Legal Domicile
DC
Principal Officer
JOSHUA FRANZEL
Phone
2026826100
Tax Period
2020-01-01 to 2020-12-31

THE CENTER FOR STATE AND LOCAL GOVERNMENT EXCELLENCE INC, founded in 2008, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2020. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $2.1M exceeded revenue, resulting in a 55% operating deficit.

Mission

THE CENTER FOR STATE AND LOCAL GOVERNMENT EXCELLENCE HELPS STATE AND LOCAL GOVERNMENTS BECOME KNOWLEDGEABLE AND COMPETITIVE EMPLOYERS SO THEY CAN ATTRACT AND RETAIN TALENTED, COMMITTED, AND WELL-PREPARED INDIVIDUALS TO PUBLIC SERVICE.

Program Service Accomplishments

Program 1
Expenses: $1,625,431

RESEARCH -A NATIONALLY RECOGNIZED RESEARCH CENTER SERVING THE INFORMATION NEEDS OF STATE AND LOCAL GOVERNMENT OFFICIALS, THE MEDIA, THE ACADEMIC COMMUNITY, AND OTHER STAKEHOLDERS WITH RESEARCH ON...

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RESEARCH -A NATIONALLY RECOGNIZED RESEARCH CENTER SERVING THE INFORMATION NEEDS OF STATE AND LOCAL GOVERNMENT OFFICIALS, THE MEDIA, THE ACADEMIC COMMUNITY, AND OTHER STAKEHOLDERS WITH RESEARCH ON RETIREMENT, HEALTH & WELLNESS, AND PUBLIC WORKFORCE TOPICS:1. PUBLISHED 19 RESEARCH REPORTS AND INFOGRAPHICS: - RETIREMENT: - AN INTRODUCTION TO POLICE AND FIRE PENSIONS (FEB 2020), WITH THE SUPPORT OF ICMA-RC. - HAVE LOCALITIES SHIFTED AWAY FROM TRADITIONAL DEFINED BENEFIT PLANS? (APR 2020), WITH THE SUPPORT OF ICMA-RC. - 2020 UPDATE: MARKET DECLINE WORSENS THE OUTLOOK FOR PUBLIC PLANS (MAY 2020), WITH THE SUPPORT OF ICMA-RC. - THE STATUS OF LOCAL GOVERNMENT PENSION PLANS IN THE MIDST OF COVID-19 (AUG 2020), WITH THE SUPPORT OF ICMA-RC. - HEALTH AND WELLNESS BENEFITS: - USE OF INDIVIDUAL MEDICARE MARKETPLACES FOR PUBLIC SECTOR RETIREE HEALTH CARE: A GUIDE FOR ELECTED OFFICIALS (MAR 2020) AND WEBINAR (3/16/20), WITH THE SUPPORT OF WILLIS TOWERS WATSON. - SURVEY RESULTS - A FOCUS ON PUBLIC SECTOR FINANCIAL WELLNESS PROGRAMS: EMPLOYEE NEEDS AND PREFERENCES (APR 2020) AND WEBINAR (4/22/20), WITH THE SUPPORT OF THE WELLS FARGO FOUNDATION. - CASE STUDIES OF SUCCESSFUL LOCAL GOVERNMENT FINANCIAL WELLNESS PROGRAMS (OCT 2020), WITH THE SUPPORT OF THE WELLS FARGO FOUNDATION. - A GUIDE TO LOCAL GOVERNMENT AND MILITARY PARTNERSHIPS IN PUBLIC HEALTH (JUN 2020), WITH THE SUPPORT OF THE CENTER FOR SHARING PUBLIC HEALTH SERVICES/KANSAS HEALTH INSTITUTE. - FINANCIAL WELLNESS PROGRAMS FOR STATE AND LOCAL EMPLOYEES: A QUICK REFERENCE GUIDE (JUL 2020), IN COLLABORATION WITH IPMA-HR AND NAST, WITH THE SUPPORT OF THE WELLS FARGO FOUNDATION. - FINANCIAL WELLNESS FACT SHEET SERIES (OCT 2020), IN COLLABORATION WITH IPMA-HR AND NAST, WITH THE SUPPORT OF THE WELLS FARGO FOUNDATION. - WORKFORCE: - PRIMER: HOW DOES THE PUBLIC HEALTH WORKFORCE COMPARE WITH THE BROADER PUBLIC SECTOR? (MAR 2020) AND WEBINAR (4/3/20), WITH THE SUPPORT OF THE DE BEAUMONT FOUNDATION. - SUCCESSFUL COLLABORATIONS BETWEEN LOCAL GOVERNMENT AND PUBLIC HEALTH: EXPLORING MULTISECTOR PARTNERSHIPS TO IMPROVE POPULATION HEALTH (NOV 2020) AND WEBINAR (11/17/20), WITH THE SUPPORT OF THE DE BEAUMONT FOUNDATION. - STATE AND LOCAL GOVERNMENT WORKFORCE: 2020 SURVEY (APR 2020) AND WEBINAR (5/14/20), IN COLLABORATION WITH IPMA-HR AND NASPE, WITH THE SUPPORT OF ICMA-RC. - SURVEY RESULTS - K-12 PUBLIC SCHOOL EMPLOYEES AND VIEWS ON RETIREMENT (JUN 2020), AND WEBINAR (8/26/20), IN COLLABORATION AND WITH THE SUPPORT OF ICMA-RC. - SURVEY FINDINGS: PUBLIC SECTOR EMPLOYEE VIEWS ON FINANCES AND EMPLOYMENT OUTLOOK DUE TO COVID-19, INFOGRAPHIC (JUN 2020), AND WEBINAR (6/18/20), IN COLLABORATION AND WITH THE SUPPORT OF ICMA-RC. - K-12 EDUCATION EMPLOYEE VIEWS ON COVID-19 INFOGRAPHIC (AUG 2020), IN COLLABORATION AND WITH THE SUPPORT OF ICMA-RC. - AFRICAN AMERICAN STATE AND LOCAL GOVERNMENT EMPLOYEES: VIEWS ON COVID-19 INFOGRAPHIC (SEP 2020), IN COLLABORATION AND WITH THE SUPPORT OF ICMA-RC. - INFOGRAPHIC: STATE AND LOCAL GOVERNMENT EMPLOYMENT (NOV 2020), IN COLLABORATION AND WITH THE SUPPORT OF ICMA-RC.2. ADDED FY2019 DATA TO THE PUBLIC PLANS DATABASE (PPD), WHICH IS UPDATED QUARTERLY WITH DATA FROM PLANS THAT RELEASED THEIR COMPREHENSIVE ANNUAL FINANCIAL REPORTS IN THE PREVIOUS QUARTER. THE FREE, INTERACTIVE DATABASE (PUBLICPLANSDATA.ORG)-A JOINT PROJECT WITH BOSTON COLLEGE CENTER FOR RETIREMENT RESEARCH AND THE NATIONAL ASSOCIATION OF STATE RETIREMENT ADMINISTRATORS-WAS EXPANDED FROM 190 TO 200 STATE AND LOCAL PENSION PLANS (118 STATE-RUN AND 82 LOCALLY-RUN), COMPRISING 95 PERCENT OF PUBLIC PLAN MEMBERSHIP AND ASSETS NATIONWIDE.

Program 2
Expenses: $177,432

COMMUNICATIONS - ELECTED AND APPOINTED DECISION MAKERS, THE MEDIA, AND ACADEMIC LEADERS USE THE SLGE'S RESEARCH AND INFORMATION:1. HOSTED DEVELOPING THE PUBLIC SECTOR WORKFORCE OF THE FUTURE...

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COMMUNICATIONS - ELECTED AND APPOINTED DECISION MAKERS, THE MEDIA, AND ACADEMIC LEADERS USE THE SLGE'S RESEARCH AND INFORMATION:1. HOSTED DEVELOPING THE PUBLIC SECTOR WORKFORCE OF THE FUTURE STAKEHOLDERS (VIRTUAL) MEETING, OCTOBER 29, 2020. REPRESENTATIVES FROM THE FOLLOWING STATE AND LOCAL GOVERNMENT ORGANIZATIONS ATTENDED AFSCME, APWA, ASTHO, CSG, ELGL, GFOA, ICMA, IPMA-HR, NACO, NASPE, NCSL, NFBPA, NGA, NLC, LEAD FOR AMERICA, AND ICMA-RC.2. PUBLISHED 10 ARTICLES IN NATIONAL, STATE, AND REGIONAL PUBLICATIONS:

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Trantor Score

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

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $1,350,543
Program Service Revenue $0
Investment Income $802
Other Revenue $0
TOTAL REVENUE $1,351,345

Expense Breakdown

Grants Paid $937,176
Salaries & Benefits $598,124
Fundraising Expenses $41,501
Program Expenses $1,802,863
Other Expenses $521,444
TOTAL EXPENSES $2,091,064

Year-over-Year Comparison

2020 2019 Change
Revenue $1,351,345 $1,230,969 +0.1%
Expenses $2,091,064 $1,197,407 +0.7%
Net Income $-739,719 $33,562 -23.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
13
Independent Members
13
Employees
N/A
Volunteers
13

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
6
$520,271
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBERT J O'NEILL JR CHAIR 1.00
Officer Director
$0 $0 $0
ROBERT P SCHULTZE VICE CHAIR 1.00
Officer Director
$0 $0 $0
DONALD J BORUT BOARD MEMBER 1.00
Director
$0 $0 $0
JEFFREY L ESSER BOARD MEMBER 1.00
Director
$0 $0 $0
WILLIAM D EUILLE BOARD MEMBER 1.00
Director
$0 $0 $0
LYNNE R FORD BOARD MEMBER 1.00
Director
$0 $0 $0
ALEX H HANNAH BOARD MEMBER 1.00
Director
$0 $0 $0
PETER A HARKNESS BOARD MEMBER 1.00
Director
$0 $0 $0
MARC A OTT BOARD MEMBER 1.00
Director
$0 $0 $0
SCOTT D PATTISON BOARD MEMBER 1.00
Director
$0 $0 $0
WILLIAM T POUND BOARD MEMBER 1.00
Director
$0 $0 $0
ANTOINETTE A SAMUEL BOARD MEMBER 1.00
Director
$0 $0 $0
RAYMOND C SCHEPPACH BOARD MEMBER 1.00
Director
$0 $0 $0
JOSHUA M FRANZEL PRESIDENT/CEO 35.45
Officer
$218,376 $28,110 $246,486
RIVKA LISS- LEVINSON VICE PRESIDENT 37.50
Officer
$137,452 $15,514 $152,966
BONNIE J FAULK SECRETARY 37.50
Officer
$101,460 $19,359 $120,819
SABINA AGARUNOVA TREASURER 2.00
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
2020 $1,351,345 $2,091,064 No data $-739,719
2019 $1,230,969 $1,197,407 $1,619,321 $33,562
2018 $1,351,438 $1,253,510 $1,343,423 $97,928
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