CLL Society (EIN 464131354) - 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

2013

Legal Domicile

Principal Officer

Carly Harrington

Phone

9139726367

Tax Period

2023-01-01 to 2023-12-31

CLL Society, founded in 2013, is a community nonprofit in the Health Care sector that reported $2.9M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $2.7M left a modest 8% surplus.

Mission

Meet the unmeet needs of the CLL (Chronic Lymphocytic Leukemia) community, focusing on education & support.

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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 $2,297,377

Program Service Revenue $515,482

Investment Income $114,963

Other Revenue $20

TOTAL REVENUE $2,927,842

Expense Breakdown

Grants Paid $100,200

Salaries & Benefits $1,549,030

Fundraising Expenses $209,847

Program Expenses $2,042,916

Other Expenses $1,032,967

TOTAL EXPENSES $2,682,197

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,927,842	$2,702,402	+0.1%
Expenses	$2,682,197	$2,075,351	+0.3%
Net Income	$245,645	$627,051	-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

Employees

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

$694,457

Total Directors

$453,291

Key Employees

$160,076

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Steven Bloom	President & Chair	10.00	Officer Director	$0	$0	$0
Brian Koffman	Chief Medical Officer	40.00	Officer Director	$453,291	$0	$453,291
Sandra Bihlmeyer	Secretary	1.00	Officer Director	$0	$0	$0
Susan O'Brien	Director	1.00	Director	$0	$0	$0
Robert Levis	Treasurer	2.00	Officer Director	$0	$0	$0
John Backus	Director	1.00	Director	$0	$0	$0
David Stern	Director	1.00	Director	$0	$0	$0
Kirk Taylor	Director	1.00	Director	$0	$0	$0
Carly Harrington	Executive Director	40.00	Officer	$241,166	$0	$241,166
Robyn Brumble	Director of Scientific Aff	40.00	Key Emp	$160,076	$0	$160,076
Elizabth Avruch	Program Director	40.00	Highest	$125,421	$0	$125,421

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	$2,927,842	$2,682,197	$4,242,892	$245,645
2022	$2,702,402	$2,075,351	$4,088,737	$627,051
2021	$2,372,198	$1,583,757	$3,312,548	$788,441
2020	$2,085,010	$1,225,927	$2,633,191	$859,083
2019	$1,537,026	$1,194,917	$1,607,982	$342,109
2018	$1,383,434	$803,543	$1,115,783	$579,891

CLL Society