Franklin Center for Global Policy Exchange (EIN 521159816) - 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

1978

Legal Domicile

Principal Officer

James K Conzelman

Phone

2022161008

Tax Period

2023-01-01 to 2023-12-31

Franklin Center for Global Policy Exchange, founded in 1978, is a community nonprofit that reported $2.1M in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $700K, a strong 33% operating margin.

Mission

The Franklin Center for Global Policy Exchange is a non-partisan, non-profit 501(c)(3) organization committed to enhancing global understanding of important international issues through discussion among public and private leaders in the international community.

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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 $1,594,115

Program Service Revenue $382,700

Investment Income $128,104

Other Revenue $0

TOTAL REVENUE $2,104,919

Expense Breakdown

Grants Paid $0

Salaries & Benefits $626,552

Fundraising Expenses $246,230

Program Expenses $892,187

Other Expenses $778,491

TOTAL EXPENSES $1,405,043

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,104,919	$1,909,823	+0.1%
Expenses	$1,405,043	$1,305,319	+0.1%
Net Income	$699,876	$604,504	+0.2%

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

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

$333,613

Total Directors

$467,360

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James K Conzelman	President	20.00	Officer Director	$312,142	$21,471	$333,613
Terri McIntosh	Director	50.00	Director	$123,000	$10,747	$133,747
Marcel Dubois	Director	0.10	Director	$0	$0	$0
Bart Gordon	Vice Chair	0.20	Officer Director	$0	$0	$0
Anne Esposito	Director	0.10	Director	$0	$0	$0
Scott Salmon	Treasurer	0.20	Officer Director	$0	$0	$0
Mike Dubke	Secretary	0.10	Officer Director	$0	$0	$0
Lance Magnum	Director	0.10	Director	$0	$0	$0
James Renacci	Vice Chair	0.10	Officer Director	$0	$0	$0
Christopher Wenk	Director	0.10	Director	$0	$0	$0
Libby Coffin	Director	0.10	Director	$0	$0	$0
Sam DePoy	Director	0.10	Director	$0	$0	$0
Stacey Glasscock	Director	0.10	Director	$0	$0	$0
Shelley Stewart	Director	0.10	Director	$0	$0	$0
Shelley Rubino	Director	0.10	Director	$0	$0	$0
Joyce Rogers	Director	0.10	Director	$0	$0	$0
Laurie Knight	Director	0.10	Director	$0	$0	$0
Hollyn Schuemann	Director	0.10	Director	$0	$0	$0
Dave Camp	Chairman	0.25	Officer Director	$0	$0	$0
Stephen Hartell	Director	0.10	Director	$0	$0	$0
Jonathan Heafitz	Director	0.10	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	$2,104,919	$1,405,043	$6,620,425	$699,876
2022	$1,909,823	$1,305,319	$5,834,227	$604,504
2021	$1,282,603	$708,784	$5,390,724	$573,819
2020	$1,340,015	$570,989	$4,604,736	$769,026
2019	$1,574,680	$1,201,819	$3,569,488	$372,861
2018	$1,421,972	$836,827	$3,343,491	$585,145

Franklin Center for Global Policy Exchange