THE CITIZENSHIP TRUST (EIN 631155922) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

ALAN B MILLER

Phone

2056653535

Tax Period

2024-10-01 to 2025-09-30

THE CITIZENSHIP TRUST, founded in 1995, is a community nonprofit in the Education sector that reported $4.2M in total revenue in fiscal year 2017. Revenue fell 49% from the prior year — a significant decline worth monitoring. Net assets of $13.9M represent 40 months of operating reserves.

Mission

TO STRENGTHEN AND RENEW THE FOUNDATIONS OF AMERICAN LIBERTY AND CONSTITUTIONAL SELF-GOVERNMENT BY ENGAGING AND INSPIRING CITIZENS AND LEADERS, WITH A SPECIAL EMPHASIS ON PROGRAMS FOR YOUNG PEOPLE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $17,155,482

Program Service Revenue $368,266

Investment Income $568,398

Other Revenue $235,354

TOTAL REVENUE $18,327,500

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,093,404

Fundraising Expenses $411,400

Program Expenses $4,087,175

Other Expenses $3,748,370

TOTAL EXPENSES $6,841,774

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,327,500	$8,759,550	+1.1%
Expenses	$6,841,774	$6,074,766	+0.1%
Net Income	$11,485,726	$2,684,784	+3.3%

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

100

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

$361,368

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	FOUNDER/PRES	2.00	Officer	$38,000	$2,980	$40,980
ALAN B MILLER	CEO/EX OFFIC	40.00	Officer	$153,000	$41,413	$194,413
LOGAN GANEY	CFO	40.00	Officer	$98,037	$27,938	$125,975
JUDGE W KEITH WATKINS	CHAIR	2.00	Officer	$0	$0	$0
DIRECTOR CAM WARD	DEPUTY CHAIR	2.00	Officer	$0	$0	$0
STEVE PICKETT	TREASURER	2.00	Officer	$0	$0	$0
KAREN A KELLY	DEPUTY TREAS	2.00	Officer	$0	$0	$0
CAROL BROWN	IMMEDIATE PA	2.00	Officer	$0	$0	$0
TOM BUTLER	FOUNDING BOA	2.00	Officer	$0	$0	$0
DR GERI ALBRIGHT	TRUSTEE	2.00	Director	$0	$0	$0
JO BONNER	TRUSTEE	2.00	Director	$0	$0	$0
DR JACK HAWKINS JR	TRUSTEE	2.00	Director	$0	$0	$0
SAM JOHNSON	TRUSTEE	2.00	Director	$0	$0	$0
ARTHUR ORR	TRUSTEE	2.00	Director	$0	$0	$0
DR CATHY J RANDALL	TRUSTEE	2.00	Director	$0	$0	$0
COL JOHN W SCHMIDT	TRUSTEE	2.00	Director	$0	$0	$0
HONORABLE CLAY SCOFIELD	TRUSTEE	2.00	Director	$0	$0	$0
ADA KATHERINE VAN WYHE	TRUSTEE	2.00	Director	$0	$0	$0
RB WALKER	TRUSTEE	2.00	Director	$0	$0	$0
APRIL WEAVER	TRUSTEE	2.00	Director	$0	$0	$0
JORDAN HOWARD	TRUSTEE	2.00	Director	$0	$0	$0
ANNA HOVEY	TRUSTEE	2.00	Director	$0	$0	$0
MICHELLE HOPSON	TRUSTEE	2.00	Director	$0	$0	$0
CJ DUNCAN	TRUSTEE	2.00	Director	$0	$0	$0
DANNY GARRETT	TRUSTEE	2.00	Director	$0	$0	$0
KIRK LIGHTFOOT	TRUSTEE	2.00	Director	$0	$0	$0
JUDGE SHARON BLACKBURN	TRUSTEE	2.00	Director	$0	$0	$0
DR JIM DAY	TRUSTEE	2.00	Director	$0	$0	$0
DR BETH HAMER	TRUSTEE EMER	2.00	Director	$0	$0	$0
VAUGHAN I MORRISSETTE	TRUSTEE EMER	2.00	Director	$0	$0	$0
FRANK D WILKES	TRUSTEE EMER	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
2025	$18,327,500	$6,841,774	$70,080,408	$11,485,726
2024	$8,759,550	$6,074,766	$59,106,227	$2,684,784
2023	$20,245,516	$5,020,348	$57,058,262	$15,225,168
2022	$6,273,981	$4,116,019	$42,096,256	$2,157,962
2021	$4,574,075	$3,536,484	$35,015,657	$1,037,591
2020	$5,186,320	$4,959,333	$34,101,677	$226,987
2019	$4,256,824	$5,008,206	$31,673,698	$-751,382
2018	$4,179,008	$4,552,129	$33,124,057	$-373,121

THE CITIZENSHIP TRUST