CAEAR COALITION INC (EIN 522254781) - 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

2000

Legal Domicile

Principal Officer

BILL BLUM

Phone

2027893565

Tax Period

2020-10-01 to 2021-09-30

CAEAR COALITION INC, founded in 2000, is a small nonprofit in the Health Care sector that reported $131K in total revenue in fiscal year 2020. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $41K, a strong 31% operating margin.

Mission

TO BETTER MEET THE CRITICAL NEEDS OF PERSONS LIVING WITH HIV/AIDS, THROUGH SERVICES PROVIDED BY PROGRAMS IN PART A ELIGIBLE METROPOLITAN AREAS THROUGH THE RYAN WHITE CARE ACT AND IN COMMUNITIES BY PART C GRANTEES.

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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 (2020)

Revenue Breakdown

Contributions & Grants $131,031

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $131,031

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,806

Program Expenses $49,825

Other Expenses $89,944

TOTAL EXPENSES $89,944

Year-over-Year Comparison

	2020	2019	Change
Revenue	$131,031	$112,490	+0.2%
Expenses	$89,944	$67,628	+0.3%
Net Income	$41,087	$44,862	-0.1%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAT BASS	BOARD MEMBER	2.00	Director	$0	$0	$0
MELISSA BEAUPIERRE	BOARD MEMBER	2.00	Director	$0	$0	$0
BILL BLUM	CHAIR	3.00	Officer Director	$0	$0	$0
KEVIN BURNS	SECRETARY	3.00	Officer Director	$0	$0	$0
SHAREN DUKE	BOARD MEMBER	2.00	Director	$0	$0	$0
JONATHAN HANFT	BOARD MEMBER	2.00	Director	$0	$0	$0
GRAHAM HARRIMAN	VICE CHAIR	3.00	Officer Director	$0	$0	$0
ERNEST HOPKINS	POLICY CHAIR	3.00	Officer Director	$0	$0	$0
LEE JEWELL	BOARD MEMBER	2.00	Director	$0	$0	$0
LARRY LEHMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
JOSE ORTEGA	BOARD MEMBER	2.00	Director	$0	$0	$0
RICK SICLARI	TREASURER	3.00	Officer Director	$0	$0	$0
BRENDA STARKS-ROSS	BOARD MEMBER	2.00	Director	$0	$0	$0
LANCE TOMA	BOARD MEMBER	2.00	Director	$0	$0	$0
DENNIS TORRES	BOARD MEMBER	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
2021	$131,031	$89,944	$209,262	$41,087
2020	$112,490	$67,628	$171,346	$44,862

CAEAR COALITION INC