CHANGING MARKETS FOUNDATION INC (EIN 811990533) - 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

2015

Legal Domicile

Principal Officer

Jay R Halfon

Phone

2122710141

Tax Period

2023-01-01 to 2023-12-31

CHANGING MARKETS FOUNDATION INC, founded in 2015, is a small nonprofit in the Environment sector that reported $426K in total revenue in fiscal year 2023. Revenue surged 58% from the prior year, signaling strong growth momentum. Expenses of $677K exceeded revenue, resulting in a 59% operating deficit.

Mission

Changing Markets Foundation's mission is to accelerate and scale up solutions to sustainability challenges by leveraging the power of markets. Working in partnership with NGOs, other foundations, and research organizations, the organization creates and supports campaigns that shift market share away from unsustainable products and companies and towards environmentally and socially beneficial solutions.

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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 $425,720

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $425,720

Expense Breakdown

Grants Paid $675,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $675,000

Other Expenses $1,625

TOTAL EXPENSES $676,625

Year-over-Year Comparison

	2023	2022	Change
Revenue	$425,720	$270,000	+0.6%
Expenses	$676,625	$1,515	+445.6%
Net Income	$-250,905	$268,485	-1.9%

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

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
Paul Gilding	President	0.5	Officer Director	$0	$0	$0
Joakim Bergman	Vice President	0.5	Officer Director	$0	$0	$0
Jay Halfon	Secretary-Treasurer	2.5	Officer 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
2023	$425,720	$676,625	$29,440	$-250,905
2022	$270,000	$1,515	$280,345	$268,485
2021	$500,000	$500,015	$11,860	$-15

CHANGING MARKETS FOUNDATION INC