CITIZENS ACTION COALITION ENDOWMENT FUND INC (EIN 351989223) - 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

1996

Legal Domicile

Principal Officer

KERWIN OLSON

Phone

3172053535

Tax Period

2023-01-01 to 2023-12-31

CITIZENS ACTION COALITION ENDOWMENT FUND INC, founded in 1996, is a micro nonprofit that reported $20K in total revenue in fiscal year 2023. Revenue decreased 17% compared to the prior year. Expenses of $49K exceeded revenue, resulting in a 142% operating deficit.

Mission

HOLD TITLE TO PROPERTY, COLLECT INCOME THEREFROM AND TURN OVER THE ENTIRE AMOUNT THEREOF, LESS EXPENSES TO CITIZENS ACTION COALITION, INC.

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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 $0

Program Service Revenue $0

Investment Income $20,234

Other Revenue $0

TOTAL REVENUE $20,234

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $49,001

TOTAL EXPENSES $49,001

Year-over-Year Comparison

	2023	2022	Change
Revenue	$20,234	$24,422	-0.2%
Expenses	$49,001	$201,423	-0.8%
Net Income	$-28,767	$-177,001	-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

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
KERWIN OLSON	BOARD MEMBER	1.00	Director	$0	$0	$0
GRANT SMITH	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
IVAN WAGNER	PRESIDENT	1.00	Officer 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
2024	No data	No data	No data	No data
2023	$20,234	$49,001	$417,245	$-28,767
2022	$24,422	$201,423	$409,992	$-177,001
2021	$110,605	$197,846	$658,940	$-87,241
2020	$38,220	$148,146	$746,181	$-109,926
2019	$185,428	$313,062	$856,107	$-127,634

CITIZENS ACTION COALITION ENDOWMENT FUND INC