Center for Tax and Budget Accountability

EIN: 364327041 501(c)(3) Public & Societal Benefit

Chicago, IL

Total Revenue
$1,026,319
Total Expenses
$813,410
Total Assets
$1,391,833
Net Assets
$1,385,070
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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
IL
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.

Program Service Accomplishments

Program 1
Expenses: $554,654

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...

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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%)

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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

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Governance

Voting Members
17
Independent Members
16
Employees
5
Volunteers
21

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
$153,312
Total Directors
18
$0
Key Employees
0
$0
Highest Compensated
1
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
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