Estate Managers Coalition (EIN 461698172) - 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

2012

Legal Domicile

Principal Officer

Robert Bryan Peele

Tax Period

2019-01-01 to 2019-12-31

Estate Managers Coalition, founded in 2012, is a small nonprofit in the Community Improvement sector that reported $211K in total revenue in fiscal year 2019. Revenue decreased 15% compared to the prior year. Expenses of $205K left a modest 3% surplus.

Mission

EMC will carry out its purpose through specific activities, conducted by its officers and directors, which include the following (1) hold forums and workshops for the improvement of the industry; (2) host networking events; (3) create and provide resources for its Members; and (4) assist non-working Estate Managers secure work.

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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 (2019)

Revenue Breakdown

Contributions & Grants $182,775

Program Service Revenue $28,500

Investment Income $45

Other Revenue $0

TOTAL REVENUE $211,320

Expense Breakdown

Grants Paid $0

Salaries & Benefits $107,522

Fundraising Expenses $0

Other Expenses $97,211

TOTAL EXPENSES $204,733

Year-over-Year Comparison

	2019	2018	Change
Revenue	$211,320	$250,001	-0.2%
Expenses	$204,733	$233,874	-0.1%
Net Income	$6,587	$16,127	-0.6%

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

N/A

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

$31,838

Total Directors

$75,684

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert Bryan Peele	President	30.00	Director	$75,684	$0	$75,684
Cynthia Cassel-Matousek	Treasurer	10.00	Officer	$23,888	$0	$23,888
Jo Webber	Secretary	10.00	Officer	$7,950	$0	$7,950
Gary Gray	Director	5.00	Director	$0	$0	$0
Joe Cane	Director	5.00	Director	$0	$0	$0
Jeremy Schiestel	Vice President	5.00	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
2019	$211,320	$204,733	$64,336	$6,587
2018	$250,001	$233,874	$57,749	$16,127

Estate Managers Coalition