CLEANTECH LEADERS ROUNDTABLE

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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

2018

Legal Domicile

Principal Officer

ANN DAVLIN

Phone

9176216169

Tax Period

2025-01-01 to 2025-12-31

CLEANTECH LEADERS ROUNDTABLE, founded in 2018, is a small nonprofit in the Environment sector that reported $164K in total revenue in fiscal year 2025. Revenue fell 70% from the prior year — a significant decline worth monitoring. Expenses of $632K exceeded revenue, resulting in a 285% operating deficit.

Mission

TO INFORM THE PUBLIC BY EDUCATIONAL METHODS REGARDING THE CIVIC BETTERMENTS AND SOCIAL IMPROVEMENTS TO BE DERIVED FROM A CLEAN ECONOMY AS ADVANCED BY THE CLEANTECH INDUSTRY BY ENSURING THE PROMOTION OF POSITIVE AND TRUTHFUL MESSAGING ASSOCIATED WITH VARIOUS SECTORS OF THE CLEANTECH INDUSTRY IN PUBLIC MEDIA , REPORTING, AND MESSAGING.

Program Service Accomplishments

Program 1

Expenses: $560,633 Revenue: $154,045

GENERAL PROGRAM: TO PROMOTE AND ADVOCATE FOR CIVIC BETTERMENTS AND SOCIAL IMPROVEMENTS TO BE DERIVED FROM A CLEAN ECONOMY, TO DEVELOP, ESTABLISH, AND ADVOCATE FOR A UNIFIED POSITIVE AND TRUTHFUL...

GENERAL PROGRAM: TO PROMOTE AND ADVOCATE FOR CIVIC BETTERMENTS AND SOCIAL IMPROVEMENTS TO BE DERIVED FROM A CLEAN ECONOMY, TO DEVELOP, ESTABLISH, AND ADVOCATE FOR A UNIFIED POSITIVE AND TRUTHFUL MESSAGE REGARDING THESE IMPROVEMENTS INCLUDING A COMMON SET OF GOALS AND BEST PRACTICES FOR A CLEAN ECONOMY AMONG EMPLOYEES, EXECUTIVES, INDUSTRY LEADERS, AND OTHER STAKEHOLDERS ENGAGED IN THE CLEANTECH INDUSTRY, TO CREATE AND DEVELOP AN INFRASTRUCTURE AND NETWORK WHICH PROMOTE ACCOUNTABILITY FOR MISLEADING, INACCURATE, FALSE, AND IDEOLOGICALLY-DRIVEN MISINFORMATION, AND TO EDUCATE THE GENERAL PUBLIC ON THESE MATTERS.

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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 $10,000

Program Service Revenue $154,046

Investment Income $0

Other Revenue $0

TOTAL REVENUE $164,046

Expense Breakdown

Grants Paid $267,000

Salaries & Benefits $244,846

Fundraising Expenses $2,370

Program Expenses $560,633

Other Expenses $119,680

TOTAL EXPENSES $631,526

Year-over-Year Comparison

	2025	2024	Change
Revenue	$164,046	$547,838	-0.7%
Expenses	$631,526	$410,840	+0.5%
Net Income	$-467,480	$136,998	-4.4%

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

$198,924

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANN DAVLIN	CHIEF EXECUTIVE OFFICER	20	Officer	$99,462	$0	$198,924
JACOB SUSMAN	BOARD CHAIR	2	Officer Director	$0	$0	$0
JIM FRITZ	TREASURER	2	Officer Director	$0	$0	$0
PAIGE CARRATTURO	BOARD MEMBER	2	Director	$0	$0	$0
JULIAN DASH	BOARD MEMBER	2	Director	$0	$0	$0
JESSE GROSSMAN	BOARD MEMBER	2	Director	$0	$0	$0
THOMAS KING	SECRETARY	2	Officer	$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	$164,046	$631,526	$35,569	$-467,480
2024	No data	No data	No data	No data
2023	$548,344	$515,537	$335,212	$32,807
2022	$544,993	$541,049	$228,668	$3,944
2021	$511,843	$431,471	$195,751	$80,372