The Caux Round Table

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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

1986

Legal Domicile

Phone

6512232852

Tax Period

2024-01-01 to 2024-12-31

The Caux Round Table, founded in 1986, is a small nonprofit in the International Affairs sector that reported $128K in total revenue in fiscal year 2024. Revenue surged 237% from the prior year, signaling strong growth momentum.

Mission

Social education and awareness, particularly focused on moral capitalism.

Program Service Accomplishments

Program 1

Expenses: $114,609

Global Dialogue conferences, Round Tables, and other lectures and educational events and initiatives. Monthly Pegasus journal and other publications and outreach, all based on the promotion of...

Global Dialogue conferences, Round Tables, and other lectures and educational events and initiatives. Monthly Pegasus journal and other publications and outreach, all based on the promotion of ethical practices.

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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 $127,164

Program Service Revenue $0

Investment Income $1

Other Revenue $1,035

TOTAL REVENUE $128,200

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,383

Fundraising Expenses $2,159

Program Expenses $114,609

Other Expenses $127,478

TOTAL EXPENSES $132,861

Year-over-Year Comparison

	2024	2023	Change
Revenue	$128,200	$38,084	+2.4%
Expenses	$132,861	$98,666	+0.3%
Net Income	$-4,661	$-60,582	-0.9%

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

$5,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stephen Young	Executive Dir.	40.00	Officer	$5,000	$0	$5,000
Brad Anderson	Chairman	2.00	Officer Director	$0	$0	$0
Dave Kansas	Director	2.00	Director	$0	$0	$0
Prof Doran Hunter	Director	2.00	Director	$0	$0	$0
Mark Ritchie	Director	2.00	Director	$0	$0	$0
Devry Boughner Vorwerk	Director	2.00	Director	$0	$0	$0
Kendall Qualls	Director	2.00	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	$128,200	$132,861	$10,352	$-4,661
2023	$38,084	$98,666	$15,028	$-60,582
2022	$131,288	$86,097	$75,625	$45,191
2021	$73,903	$79,552	$30,606	$-5,649
2020	$128,088	$129,261	$34,041	$-1,173
2019	$149,498	$143,355	$29,658	$6,143
2018	$150,418	$145,614	$32,070	$4,804