Climate Access Fund Corporation (EIN 824597787) - 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

2017

Legal Domicile

Phone

4103716276

Tax Period

2025-01-01 to 2025-12-31

Climate Access Fund Corporation, founded in 2017, is a small nonprofit in the Environment sector that reported $406K in total revenue in fiscal year 2025. Expenses of $564K exceeded revenue, resulting in a 39% operating deficit.

Mission

The Climate Access Fund develops and finances community solar products that serve low to moderate income households

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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 (2025)

Revenue Breakdown

Contributions & Grants $216,988

Program Service Revenue $163,415

Investment Income $25,673

Other Revenue $0

TOTAL REVENUE $406,076

Expense Breakdown

Grants Paid $0

Salaries & Benefits $326,592

Fundraising Expenses $0

Program Expenses $466,908

Other Expenses $237,487

TOTAL EXPENSES $564,079

Year-over-Year Comparison

	2025	2024	Change
Revenue	$406,076	$404,259	+0.0%
Expenses	$564,079	$381,968	+0.5%
Net Income	$-158,003	$22,291	-8.1%

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

Volunteers

N/A

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

$163,417

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carolynn Heller	CEO	40.00	Officer	$163,417	$0	$163,417
Jeffrey Schub	Chairman	1.00	Officer Director	$0	$0	$0
Melanie Santiago-Mosier	Secretary outgoing	1.00	Officer Director	$0	$0	$0
Franz Hochstrasser	Director	1.00	Director	$0	$0	$0
Eileen ORourke	Director	1.00	Director	$0	$0	$0
Shurid Sen	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
2025	$406,076	$564,079	$3,899,747	$-158,003
2024	$404,259	$381,968	$4,154,779	$22,291
2023	$173,288	$302,891	$2,220,869	$-129,603
2022	$508,589	$213,779	$2,036,431	$294,810
2021	$437,946	$254,378	$1,748,138	$183,568
2020	$952,737	$176,506	$1,567,816	$776,231

Climate Access Fund Corporation