Citizens United Foundation (EIN 541626748) - 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

1992

Legal Domicile

Principal Officer

Christina Trotta

Phone

2025475420

Tax Period

2024-01-01 to 2024-12-31

Citizens United Foundation, founded in 1992, is a community nonprofit in the Unknown sector that reported $3.6M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $3.3M left a modest 9% surplus.

Mission

AN EDUCATIONAL ORGANIZATION, WHICH CONDUCTS RESEARCH, INFORMS AND EDUCATES THE PUBLIC ON VARIOUS NATIONAL AND INTERNATIONAL ISSUES.

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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 $3,105,502

Program Service Revenue $0

Investment Income $8,463

Other Revenue $460,065

TOTAL REVENUE $3,574,030

Expense Breakdown

Grants Paid $0

Salaries & Benefits $705,711

Fundraising Expenses $1,332,637

Program Expenses $1,427,667

Other Expenses $2,502,680

TOTAL EXPENSES $3,266,160

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,574,030	$2,747,503	+0.3%
Expenses	$3,266,160	$3,902,799	-0.2%
Net Income	$307,870	$-1,155,296	-1.3%

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

$1,395,597

Total Directors

$449,354

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Bossie	President	21.00	Officer Director	$130,844	$56,820	$449,354
Michael Boos	VP Secretary & General Counsel	14.00	Officer	$95,988	$41,261	$329,224
Daniel Jorjani	Deputy General Counsel	13.00	Highest	$83,333	$35,459	$285,459
Richard Kimble	VP of Development	17.00	Officer	$73,165	$31,688	$251,183
JT Mastranadi	VP of Govt Relations	17.00	Officer	$62,613	$27,339	$215,179
Savannah Steele	CFO	14.00	Officer	$33,564	$14,282	$114,975
Christina Trotta	Controller	16.00	Officer	$10,417	$4,432	$35,682
Ron Robinson	Director	1.00	Director	$0	$0	$0
Dennis Moore	Director	1.00	Director	$0	$0	$0
Brian Berry	Director	1.00	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	$3,574,030	$3,266,160	$4,456,792	$307,870
2023	$2,661,527	$4,023,615	$4,417,846	$-1,362,088
2023	$2,747,503	$3,902,799	$4,520,476	$-1,155,296
2022	$2,511,734	$4,826,439	$6,691,701	$-2,314,705
2022	$2,511,734	$4,826,439	$6,691,701	$-2,314,705
2021	$10,892,091	$6,042,003	$9,367,238	$4,850,088
2020	$3,695,082	$4,038,109	$4,399,598	$-343,027
2019	$3,925,813	$3,992,231	$4,232,611	$-66,418
2018	$5,380,130	$5,298,973	$4,248,954	$81,157

Citizens United Foundation