COOPERATIVE LEAGUE OF THE UNITED STATES OF AMERICA (EIN 362007481) - 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

1916

Legal Domicile

Principal Officer

VALERIA R ROACH

Phone

2026386222

Tax Period

2025-01-01 to 2025-12-31

COOPERATIVE LEAGUE OF THE UNITED STATES OF AMERICA, founded in 1916, is a mid-sized nonprofit that reported $20.0M in total revenue in fiscal year 2025. Revenue fell 37% from the prior year — a significant decline worth monitoring.

Mission

NCBA CLUSA'S MISSION IS TO DEVELOP, ADVANCE AND PROTECT COOPERATIVE ENTERPRISE IN THE UNITED STATES AND ACROSS THE GLOBE. NCBA CLUSA ADVANCES MISSION WITH ADVOCACY, DEVELOPMENT, PUBLIC AWARENESS AND THOUGHT LEADERSHIP.

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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 (2025)

Revenue Breakdown

Contributions & Grants $19,071,027

Program Service Revenue $907,009

Investment Income $26,098

Other Revenue $31,995

TOTAL REVENUE $20,036,129

Expense Breakdown

Grants Paid $3,135,753

Salaries & Benefits $9,302,374

Fundraising Expenses $0

Other Expenses $8,857,190

TOTAL EXPENSES $21,295,317

Year-over-Year Comparison

	2025	2024	Change
Revenue	$20,036,129	$31,567,658	-0.4%
Expenses	$21,295,317	$32,637,154	-0.3%
Net Income	$-1,259,188	$-1,069,496	+0.2%

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

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

$807,838

Total Directors

Key Employees

$611,076

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ESTEBAN KELLY CHAIR UNTIL	6/25, THEN BOARD MEMBER	2.00	Officer Director	$0	$0	$0
JEFFREY CONNOR 1ST VICE CHAIR	UNTIL 6/25, THEN CHAIR	2.00	Officer Director	$0	$0	$0
CHRISTINA JENNINGS 2ND VICE CHAIR	UNTIL 6/25, THEN 1ST VICE CHAIR	2.00	Officer Director	$0	$0	$0
JILL TOMALIN BOARD MEMBER	UNTIL 6/25, THEN 2ND VICE CHAIR	2.00	Officer Director	$0	$0	$0
BRIAN CAVEY	TREASURER	2.00	Officer Director	$0	$0	$0
LADONNA SANDERS REDMOND - SEC	UNTIL 6/25, BOARD MEM UNTIL 11/25	2.00	Officer Director	$0	$0	$0
ROSEMARY MAHONEY BOARD MEMBER	UNTIL 6/25, THEN SECRETARY	2.00	Officer Director	$0	$0	$0
CORNELIUS BLANDING	BOARD MEMBER	2.00	Director	$0	$0	$0
PAUL BRADLEY	BOARD MEMBER UNTIL 5/25	2.00	Director	$0	$0	$0
SYLANDI BROWN	BOARD MEMBER	2.00	Director	$0	$0	$0
BRAD CAPTAIN	BOARD MEMBER	2.00	Director	$0	$0	$0
ERBIN CROWELL	BOARD MEMBER	2.00	Director	$0	$0	$0
CARLA DECKER	BOARD MEMBER	2.00	Director	$0	$0	$0
ANN DIVJAK	BOARD MEMBER	2.00	Director	$0	$0	$0
ANN FEFORCHAK	BOARD MEMBER	2.00	Director	$0	$0	$0
DEVIN FUHRMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
FRED GIBBS	BOARD MEMBER	2.00	Director	$0	$0	$0
EMMA MCCORMICK	BOARD MEMBER	2.00	Director	$0	$0	$0
TRACY MCINTYRE	BOARD MEMBER	2.00	Director	$0	$0	$0
CHRISTOPHER ROE	BOARD MEMBER	2.00	Director	$0	$0	$0
MICHELLE SCHRY	BOARD MEMBER	2.00	Director	$0	$0	$0
ALEXANDRA STONE	BOARD MEMBER AS OF 6/25	2.00	Director	$0	$0	$0
JUAN FERNANDEZ	BOARD MEMBER	2.00	Director	$0	$0	$0
DEBBIE WEGE	BOARD MEMBER	2.00	Director	$0	$0	$0
MATTHEW WEHLAND	BOARD MEMBER	2.00	Director	$0	$0	$0
KAREN ZIMBELMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
DOUGLAS O'BRIEN	PRESIDENT & CEO	40.00	Officer	$363,477	$40,866	$404,343
VALERIA ROACH	EVP & CHIEF FINANCIAL OFFICER	40.00	Officer	$372,811	$30,684	$403,495
SAMUEL FILIACI	REGIONAL DIR, SOUTHEAST ASIA	40.00	Key Emp	$285,887	$31,827	$317,714
MANUEL SERRANO	SR VP, INTERNATIONAL PROGRAMS	40.00	Key Emp	$263,270	$30,092	$293,362
CARL HAMMERDORFER	SR VP,PROGRAMS & INNOVATION	40.00	Highest	$190,691	$29,508	$220,199
BAGESHWARI SHERCHAND	CHIEF OF PARTY	40.00	Highest	$175,603	$14,705	$190,308
ALAIN XAVIER KY-ZERBO	DEPUTY CHIEF OF PARTY	40.00	Highest	$175,597	$27,906	$203,503
JHON MANNING	VP, GRANTS, CONTRACTS & COMPLIANCE	40.00	Highest	$158,748	$33,171	$191,919
CRISTINE NARDI	SR. DIRECTOR, US COOPS AND EC. DEV	40.00	Highest	$144,286	$16,761	$161,047

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
2025	$20,036,129	$21,295,317	$40,223,528	$-1,259,188
2024	$31,567,658	$32,637,154	$47,080,415	$-1,069,496
2023	$25,171,337	$25,551,263	$38,436,236	$-379,926
2022	$27,723,018	$27,593,754	$40,978,734	$129,264
2021	$28,881,759	$28,938,413	$35,943,233	$-56,654
2020	$36,155,141	$35,906,899	$36,345,270	$248,242
2020	$36,155,141	$35,906,899	$36,345,270	$248,242
2019	$42,142,079	$41,895,936	$29,719,499	$246,143
2018	$51,806,120	$51,395,110	$30,656,960	$411,010

COOPERATIVE LEAGUE OF THE UNITED STATES OF AMERICA