CONGRESSIONAL COALITION ON ADOPTION INSTITUTE (EIN 542035617) - 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

2001

Legal Domicile

Principal Officer

KATHERINE MCLEAN

Phone

2025448500

Tax Period

2023-01-01 to 2023-12-31

CONGRESSIONAL COALITION ON ADOPTION INSTITUTE, founded in 2001, is a small nonprofit in the Human Services sector that reported $511K in total revenue in fiscal year 2023. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $865K exceeded revenue, resulting in a 69% operating deficit.

Mission

CCAI IS DEDICATED TO RAISING AWARENESS ABOUT THE NEEDS OF VULNERABLE CHILDREN AND FAMILIES.

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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 $510,204

Program Service Revenue $0

Investment Income $1,190

Other Revenue $0

TOTAL REVENUE $511,394

Expense Breakdown

Grants Paid $117,991

Salaries & Benefits $372,520

Fundraising Expenses $104,072

Program Expenses $505,215

Other Expenses $374,808

TOTAL EXPENSES $865,319

Year-over-Year Comparison

	2023	2022	Change
Revenue	$511,394	$893,902	-0.4%
Expenses	$865,319	$713,176	+0.2%
Net Income	$-353,925	$180,726	-3.0%

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

$141,796

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN NEELY	CHAIR	2.00	Officer Director	$0	$0	$0
MARY LANDRIEU	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN GRAFF	TREASURER	2.00	Officer Director	$0	$0	$0
SUSAN HIRSCHMANN	SECRETARY	2.00	Officer Director	$0	$0	$0
SARAH GESIRIECH	DIRECTOR	2.00	Director	$0	$0	$0
KIM CARVER	DIRECTOR	2.00	Director	$0	$0	$0
KELLY GAGE	DIRECTOR	2.00	Director	$0	$0	$0
RUSS SULLIVAN	DIRECTOR	2.00	Director	$0	$0	$0
MARTY DURBIN	DIRECTOR	2.00	Director	$0	$0	$0
JOYCE ROGERS	DIRECTOR	2.00	Director	$0	$0	$0
RITA LEWIS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
ANDREA MCDANIEL SMITH	DIRECTOR	2.00	Director	$0	$0	$0
KATHERINE MCLEAN	EXECUTIVE DIRECTOR	40.00	Officer	$130,000	$11,796	$141,796

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	$511,394	$865,319	$156,698	$-353,925
2022	$893,902	$713,176	$527,657	$180,726
2021	$723,659	$541,484	$347,769	$182,175
2020	$497,657	$565,329	$184,367	$-67,672
2019	$705,090	$668,987	$249,107	$36,103
2018	$764,462	$705,575	$326,348	$58,887

CONGRESSIONAL COALITION ON ADOPTION INSTITUTE