Center for Tax and Budget Accountability (EIN 364327041) - 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

1999

Legal Domicile

Principal Officer

Ralph M Martire

Phone

3123321041

Tax Period

2025-01-01 to 2025-12-31

Center for Tax and Budget Accountability, founded in 1999, is a community nonprofit in the Public & Societal Benefit sector that reported $1.0M in total revenue in fiscal year 2025. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $213K, a strong 21% operating margin.

Mission

IDENTIFY AND ANALYZE ISSUES, DEVELOP POLICY OPTIONS, AND PROMOTE FAIR, EFFICIENT, AND PROGRESSIVE TAX, SPENDING, AND ECONOMIC POLICIES THAT IMPROVE THE WELL-BEING OF LOW AND MODERATE INCOME FAMILIES IN ILLINOIS.

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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 $995,409

Program Service Revenue $0

Investment Income $30,910

Other Revenue $0

TOTAL REVENUE $1,026,319

Expense Breakdown

Grants Paid $0

Salaries & Benefits $651,849

Fundraising Expenses $62,239

Program Expenses $554,654

Other Expenses $161,561

TOTAL EXPENSES $813,410

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,026,319	$782,851	+0.3%
Expenses	$813,410	$681,770	+0.2%
Net Income	$212,909	$101,081	+1.1%

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

$153,312

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID MAY	Board Chair	1.00	Officer Director	$0	$0	$0
WILLIAM MCNARY	Vice Chair	1.00	Officer Director	$0	$0	$0
ROBIN KELLY	Secretary	1.00	Officer Director	$0	$0	$0
Michael Jacoby	Treasurer	1.00	Officer Director	$0	$0	$0
Kyle Westbrook	Treasurer (End 4/25)	1.00	Officer Director	$0	$0	$0
ADDISON WOODWARD	Director	1.00	Director	$0	$0	$0
Allison Flanagan	Director	1.00	Director	$0	$0	$0
DAN MONTGOMERY	Director (end 10/25)	1.00	Director	$0	$0	$0
David Bonner	Director	1.00	Director	$0	$0	$0
DAVID BORRIS	Director	1.00	Director	$0	$0	$0
GINA BUCCOLA	Director	1.00	Director	$0	$0	$0
JANE LEHMANN	Director	1.00	Director	$0	$0	$0
LES BOND	Director	1.00	Director	$0	$0	$0
MARLEIS TROVER	Director	1.00	Director	$0	$0	$0
MARTHA MERRILL	Director	1.00	Director	$0	$0	$0
MICHAEL SHOUDY	Director	1.00	Director	$0	$0	$0
RANDY DUNN	Director	1.00	Director	$0	$0	$0
Stacy Davis Gates	Director	1.00	Director	$0	$0	$0
RALPH M MARTIRE	President	40.00	Officer	$111,500	$41,812	$153,312
Jade Dill	Director of Budgetary Analysis	40.00	Highest	$111,500	$17,338	$128,838

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	$1,026,319	$813,410	$1,391,833	$212,909
2024	$782,851	$681,770	$1,096,672	$101,081
2023	$618,284	$577,930	$976,610	$40,354
2022	$546,401	$552,704	$865,490	$-6,303
2021	$613,437	$587,089	$1,018,574	$26,348
2020	$551,714	$582,861	$941,108	$-31,147
2019	$795,565	$565,268	$918,065	$230,297
2018	$355,156	$648,744	$642,833	$-293,588

Center for Tax and Budget Accountability