CHUMIR FOUNDATION FOR ETHICS IN LEADERSHIP (EIN 474404976) - 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

2015

Legal Domicile

Principal Officer

JOEL BELL

Phone

2122301283

Tax Period

2019-01-01 to 2019-12-31

CHUMIR FOUNDATION FOR ETHICS IN LEADERSHIP, founded in 2015, is a community nonprofit in the Public & Societal Benefit sector that reported $1.8M in total revenue in fiscal year 2019. Revenue surged 59% from the prior year, signaling strong growth momentum. The organization ran a surplus of $395K, a strong 23% operating margin.

Mission

TO FACILITATE OPEN-MINDED, INFORMED AND RESPECTFUL DIALOGUE AMONG A BROAD AND ENGAGED PUBLIC AND ITS LEADERS TO ARRIVE AT OUTCOMES THAT HELP TO CREATE BETTER COMMUNITIES.

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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 $1,750,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,750,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $588,917

Fundraising Expenses $35,281

Program Expenses $1,150,944

Other Expenses $766,430

TOTAL EXPENSES $1,355,347

Year-over-Year Comparison

	2019	2018	Change
Revenue	$1,750,000	$1,100,000	+0.6%
Expenses	$1,355,347	$996,111	+0.4%
Net Income	$394,653	$103,889	+2.8%

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

$475,000

Total Directors

$475,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOEL BELL	CHAIRMAN/CEO	35.00	Officer Director	$325,000	$0	$325,000
RAUL SUAREZ	DIRECTOR	5.00	Director	$0	$0	$0
DAVID GORDON	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT BODIE	DIRECTOR	2.00	Director	$0	$0	$0
MARIFE HERNANDEZ	VICE-CHARIMAN/ASS'T CEO	3.00	Officer Director	$150,000	$0	$150,000

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	$1,750,000	$1,355,347	$661,255	$394,653
2018	$1,100,000	$996,111	$123,291	$103,889

CHUMIR FOUNDATION FOR ETHICS IN LEADERSHIP