COUNCIL FOR INCLUSIVE CAPITALISM

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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

2019

Legal Domicile

Principal Officer

MICHAEL CLYNE

Phone

2039873660

Tax Period

2023-01-01 to 2023-12-31

COUNCIL FOR INCLUSIVE CAPITALISM, founded in 2019, is a community nonprofit in the Community Improvement sector that reported $2.7M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $2.4M left a modest 13% surplus.

Mission

WORKING TO HARNESS THE PRIVATE SECTOR TO CREATE A MORE INCLUSIVE, SUSTAINABLE, AND TRUSTED ECONOMIC SYSTEM THAT ADDRESSES THE NEEDS OF PEOPLE AND THE PLANET.

Program Service Accomplishments

Program 1

Expenses: $1,705,507

THE COUNCIL BRINGS TOGETHER GLOBAL BUSINESS LEADERS TO WORK TOWARD HARNESSING THE POWER OF BUSINESS FOR GOOD. THE AIM OF THE COUNCIL IS TO DETERMINE THE BEST SOLUTIONS TO REFORM THE GLOBAL ECONOMIC SYSTEMS AND MAKING THEM MORE INCLUSIVE FOR THE GREATER SERVICE TO SOCIETY. THE COUNCIL AIMS TO PERSUADE THE ORGANIZATIONS WITH WHICH THE COUNCIL HAS A RELATIONSHIP TO COMMIT TO SPECIFIC ACTIONS THAT WILL MOBILIZE THE PRIVATE SECTOR TO PROMOTE INCLUSIVITY, SUSTAINABILITY, DYNAMISM AND TRUE INCLUSIVE CAPITALISM AROUND THE WORLD. THE COUNCIL WILL PROVIDE THOUGHT LEADERSHIP: EDUCATING OTHER BUSINESSES TO TAKE MORE RESPONSIBLE ACTIONS AND A FRAMEWORK TO DEMONSTRATE THEIR COMMITMENTS AND PROGRESS.

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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 $2,685,000

Program Service Revenue $0

Investment Income $14,929

Other Revenue $0

TOTAL REVENUE $2,699,929

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,846,605

Fundraising Expenses $213,251

Program Expenses $1,705,507

Other Expenses $508,429

TOTAL EXPENSES $2,355,034

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,699,929	$2,407,255	+0.1%
Expenses	$2,355,034	$2,070,390	+0.1%
Net Income	$344,895	$336,865	+0.0%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LYNN FORESTER DE ROTHSCHILD	DIRECTOR/CHAIR	1.00	Director	$0	$0	$0
MICHAEL ARCHBOLD	DIRECTOR/SECRETARY	1.00	Officer Director	$0	$0	$0
CARLYN S MCCAFFREY	DIRECTOR	1.00	Director	$0	$0	$0
ALEXANDRA ROGAN	EMPLOYEE	40.00	Highest	$200,000	$0	$200,000
JANET BATIBAY	EMPLOYEE	40.00	Highest	$139,000	$0	$139,000
BRIAN HARPER	SENIOR ADVISOR	40.00	Highest	$125,000	$0	$125,000
JONATHAN GRAJEDA	SENIOR MANAGER	40.00	Highest	$110,000	$0	$110,000
CARSON THAL	DIRECTOR	40.00	Highest	$105,000	$0	$105,000
MEREDITH SUMPTER	CEO/PRESIDENT	28.00		$175,000	$0	$250,000

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	$2,699,929	$2,355,034	$1,575,262	$344,895
2022	$2,407,255	$2,070,390	$1,217,928	$336,865
2021	$2,100,000	$1,641,872	$907,589	$458,128
2020	$775,000	$279,194	$563,722	$495,806