CONGRESSIONAL MANAGEMENT FOUNDATION INC (EIN 521076614) - 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

1977

Legal Domicile

Principal Officer

JENNIFER DAULBY

Phone

2025460100

Tax Period

2024-01-01 to 2024-12-31

CONGRESSIONAL MANAGEMENT FOUNDATION INC, founded in 1977, is a community nonprofit in the Public & Societal Benefit sector that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 62% from the prior year, signaling strong growth momentum. Expenses of $1.4M left a modest 9% surplus.

Mission

NON-PARTISAN ORGANIZATION DEDICATED TO STRENGTHENING THE FIRST BRANCH OF GOVERNMENT THROUGH CONGRESSIONAL PROGRAMMING. THE ORGANIZATION DOES NOT SEEK TO CHANGE CONGRESS BY LOBBYING FOR INSTITUTIONAL CHANGE

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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 (2024)

Revenue Breakdown

Contributions & Grants $751,500

Program Service Revenue $735,203

Investment Income $21,873

Other Revenue $0

TOTAL REVENUE $1,508,576

Expense Breakdown

Grants Paid $0

Salaries & Benefits $770,337

Fundraising Expenses $79,516

Program Expenses $1,029,957

Other Expenses $598,357

TOTAL EXPENSES $1,368,694

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,508,576	$933,284	+0.6%
Expenses	$1,368,694	$1,277,900	+0.1%
Net Income	$139,882	$-344,616	-1.4%

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

$210,702

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LARICKE BLANCHARD	VICE CHAIR	0.00	Officer Director	$0	$0	$0
STEVEN BOSACKER	DIRECTOR	0.00	Director	$0	$0	$0
TAMI BUCKNER	DIRECTOR	0.00	Director	$0	$0	$0
JEREMY DEUTSCH	DIRECTOR	0.00	Director	$0	$0	$0
DEBRA GOLDSTEIN	TREASURER	0.00	Officer Director	$0	$0	$0
NANCY HAMMER	SECRETARY	0.00	Officer Director	$0	$0	$0
LINDSEY KERR	DIRECTOR	0.00	Director	$0	$0	$0
TIM MONAHAN	DIRECTOR	0.00	Director	$0	$0	$0
AMY PLASTER	CHAIR	0.00	Officer Director	$0	$0	$0
MICHELLE RICHARDSON	DIRECTOR	0.00	Director	$0	$0	$0
MATTHEW SPIKES	DIRECTOR	0.00	Director	$0	$0	$0
LEA SULKALA	DIRECTOR	0.00	Director	$0	$0	$0
DAVID WHITESTONE	DIRECTOR	0.00	Director	$0	$0	$0
STEFANIA YANACHKOV	DIRECTOR	0.00	Director	$0	$0	$0
MARCELA ZAMORA	DIRECTOR	0.00	Director	$0	$0	$0
JENNIFER DAULBY	PRESIDENT & CEO	1.00	Officer	$93,133	$2,689	$95,822
SARAH THOMSON	CHIEF OPERATING OFFICER	1.00	Officer	$110,418	$4,462	$114,880
BRADFORD FITCH	FORMER PRESIDENT & CEO	0.00		$199,157	$26,505	$225,662

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	$1,508,576	$1,368,694	$820,101	$139,882
2023	$933,284	$1,277,900	$794,979	$-344,616
2022	$1,439,329	$1,525,199	$1,197,426	$-85,870
2021	$1,923,660	$1,436,255	$1,034,987	$487,405
2020	$917,299	$1,415,727	$534,323	$-498,428
2019	$1,557,723	$1,436,768	$880,840	$120,955
2018	$1,259,438	$1,400,175	$748,108	$-140,737

CONGRESSIONAL MANAGEMENT FOUNDATION INC