CITIZENS ACTION COALITION EDUCATIO… - Form 990 Financial Data

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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

1976

Legal Domicile

Principal Officer

KERWIN OLSON

Phone

3172053535

Tax Period

2023-01-01 to 2023-12-31

CITIZENS ACTION COALITION EDUCATION FUND INC, founded in 1976, is a community nonprofit in the Public & Societal Benefit sector that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $1.0M left a modest 12% surplus.

Mission

MISSION IS TO PERFORM RESEARCH, PUBLIC EDUCATION AND DEVELOPMENT EFFORTS TO IMPROVE THE QUALITY OF LIFE FOR RESIDENTS OF INDIANA.

Program Service Accomplishments

Program 1

ORGANIZING AND EDUCATION THE PUBLIC ON PUBLIC POLICY AND SOCIAL JUSTICE ISSUES SINCE ITS FOUNDING, WITH A SPECIFIC FOCUS ON ELECTRIC AND NATURAL GAS UTILITIES AND THEIR INCREASING COST OF SERVICE TO...

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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 $1,095,548

Program Service Revenue $0

Investment Income $0

Other Revenue $68,350

TOTAL REVENUE $1,163,898

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,020,227

Other Expenses $1,024,327

TOTAL EXPENSES $1,024,327

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,163,898	$823,700	+0.4%
Expenses	$1,024,327	$785,961	+0.3%
Net Income	$139,571	$37,739	+2.7%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VIVIAN BENGE	BOARD MEMBER	1.00	Director	$0	$0	$0
KERWIN OLSON	SECRETARY TR	5.00	Officer Director	$0	$0	$0
CRAIG SHUMAKER	PRESIDENT	5.00	Officer Director	$0	$0	$0
RUSS SIPES	BOARD MEMBER	1.00	Director	$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
2024	No data	No data	No data	No data
2023	$1,163,898	$1,024,327	$843,273	$139,571
2022	$823,700	$785,961	$731,432	$37,739
2021	$832,760	$535,856	$628,553	$296,904
2020	$1,004,139	$1,264,239	$362,325	$-260,100
2019	$833,746	$590,837	$661,891	$242,909

CITIZENS ACTION COALITION EDUCATION FUND INC