THE TAX COUNCIL (EIN 520845970) - 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

1966

Legal Domicile

Principal Officer

LYNDA WALKER

Phone

2028228062

Tax Period

2023-01-01 to 2023-12-31

THE TAX COUNCIL, founded in 1966, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

TO PROMOTE SOUND TAX AND FISCAL POLICIES.

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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 $0

Program Service Revenue $1,239,014

Investment Income $20,696

Other Revenue $600

TOTAL REVENUE $1,260,310

Expense Breakdown

Grants Paid $0

Salaries & Benefits $864,464

Fundraising Expenses $0

Other Expenses $362,295

TOTAL EXPENSES $1,226,759

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,260,310	$1,077,415	+0.2%
Expenses	$1,226,759	$1,183,823	+0.0%
Net Income	$33,551	$-106,408	-1.3%

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

$599,896

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN STOWELL	CHAIRMAN	2.00	Officer Director	$0	$0	$0
BARBARA ANGUS	DIRECTOR	1.00	Director	$0	$0	$0
KEITH ANZEL	DIRECTOR	1.00	Director	$0	$0	$0
PHILLIP BULLOCK	DIRECTOR	1.00	Director	$0	$0	$0
JEFF CONIARIS	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN CONWAY	DIRECTOR	1.00	Director	$0	$0	$0
MORGAN CRABTREE	DIRECTOR	1.00	Director	$0	$0	$0
URVI DOSHI SOOD	DIRECTOR	1.00	Director	$0	$0	$0
LINDA C EVANS	DIRECTOR	1.00	Director	$0	$0	$0
TADD FOWLER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN GIMIGLIANO	DIRECTOR	1.00	Director	$0	$0	$0
MELISSA HALL	DIRECTOR	1.00	Director	$0	$0	$0
ROSS KEARNEY	DIRECTOR	1.00	Director	$0	$0	$0
PETER KIM	DIRECTOR	1.00	Director	$0	$0	$0
ALYSON LAWRENCE	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN LEVINGSTON	DIRECTOR	1.00	Director	$0	$0	$0
KATIE LODATO	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS MILLER	DIRECTOR	1.00	Director	$0	$0	$0
PAUL B NOLAN	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS ROESSER	DIRECTOR	1.00	Director	$0	$0	$0
BOB STACK	DIRECTOR	1.00	Director	$0	$0	$0
LISA WADLIN	DIRECTOR	1.00	Director	$0	$0	$0
TERILEA WIELENGA	DIRECTOR	1.00	Director	$0	$0	$0
CHAD WITHERS	DIRECTOR	1.00	Director	$0	$0	$0
TIM WRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
LYNDA WALKER	PRESIDENT AND CEO	30.00	Officer	$493,686	$106,210	$599,896
DEBBIE SIU	DIRECTOR OF OPERATIONS	30.00	Highest	$159,796	$15,054	$174,850

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	$1,260,310	$1,226,759	$1,494,124	$33,551
2022	$1,077,415	$1,183,823	$1,452,444	$-106,408
2021	$933,411	$876,898	$1,516,829	$56,513
2020	$767,613	$840,320	$1,440,560	$-72,707
2019	$1,038,628	$1,037,454	$1,467,451	$1,174
2018	$986,962	$979,476	$1,385,732	$7,486

THE TAX COUNCIL