CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS (EIN 521930922) - 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

1995

Legal Domicile

Principal Officer

JOHN LIESKE

Phone

2023317990

Tax Period

2023-01-01 to 2023-12-31

CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS, founded in 1995, is a community nonprofit in the Public & Societal Benefit sector that reported $5.8M in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $5.2M left a modest 10% surplus.

Mission

PROMOTE INNOVATIVE THINKING AND DEBATE ABOUT NATIONAL SECURITY STRATEGY AND INVESTMENT OPTIONS.

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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 $5,749,150

Program Service Revenue $2,350

Investment Income $32

Other Revenue $0

TOTAL REVENUE $5,751,532

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,418,519

Fundraising Expenses $0

Program Expenses $3,601,924

Other Expenses $1,755,426

TOTAL EXPENSES $5,173,945

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,751,532	$4,668,469	+0.2%
Expenses	$5,173,945	$5,663,531	-0.1%
Net Income	$577,587	$-995,062	-1.6%

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

$757,852

Total Directors

Key Employees

$978,290

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA HUMPTON	CHAIR	1.00	Director	$0	$0	$0
NELSON M FORD	VICE CHAIR	1.00	Director	$0	$0	$0
ANITA ANTENUCCI	DIRECTOR	1.00	Director	$0	$0	$0
DEVON GAFFNEY CROSS	DIRECTOR	1.00	Director	$0	$0	$0
RANDY FORBES	DIRECTOR	1.00	Director	$0	$0	$0
ADAM FRANKEL	DIRECTOR	1.00	Director	$0	$0	$0
GENERAL JOHN M KEANE	DIRECTOR	1.00	Director	$0	$0	$0
DAVE MCCURDY	DIRECTOR	1.00	Director	$0	$0	$0
GENERAL PAUL SELVA	DIRECTOR	1.00	Director	$0	$0	$0
LAURENCE ZURIFF	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS G MAHNKEN	PRESIDENT	40.00	Officer	$490,750	$42,808	$533,558
ROGER POOR	SECRETARY	40.00	Officer	$215,000	$9,294	$224,294
JAN VAN TOL	SENIOR FELLOW	40.00	Key Emp	$248,585	$23,853	$272,438
TOSHI YOSHIHARA	SENIOR FELLOW	40.00	Key Emp	$226,250	$33,978	$260,228
EVAN B MONTGOMERY	SENIOR FELLOW	40.00	Key Emp	$212,500	$25,402	$237,902
JOHN BIANCHI	RESEARCH FELLOW	40.00	Key Emp	$156,625	$51,097	$207,722

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	$5,751,532	$5,173,945	$2,189,450	$577,587
2023	$5,745,018	$5,302,615	$2,189,450	$442,403
2022	$4,668,469	$5,627,598	$1,578,682	$-959,129
2022	$1,245,642	$1,444,315	$929,050	$-198,673
2021	$6,371,347	$5,737,448	$2,639,810	$633,899
2020	$4,305,870	$5,462,028	$2,219,450	$-1,156,158
2019	$6,022,026	$7,539,309	$2,828,897	$-1,517,283
2018	$6,907,379	$8,381,837	$5,172,173	$-1,474,458

CENTER FOR STRATEGIC AND BUDGETARY ASSESSMENTS