CONSOLIDATED AUDIT TRAIL LLC (EIN 842967946) - 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

2019

Legal Domicile

Principal Officer

BRANDON BECKER

Phone

8886963348

Tax Period

2023-01-01 to 2023-12-31

Mission

SEE DESCRIPTION REPORTED ON SCHEDULE O.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $195,364,465

TOTAL EXPENSES $195,364,465

Year-over-Year Comparison

	2023	2022	Change
Revenue	N/A	N/A	N/A
Expenses	$195,364,465	$186,376,256	+0.0%
Net Income	N/A	$-186,376,256	N/A

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

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

$1,615,296

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH KING	OPERATING COMMITTEE MEMBER	3.00	Director	$0	$0	$0
EDWARD DEITZEL	OPERATING COMMITTEE MEMBER	3.00	Director	$0	$0	$0
BRUCE GOODHUE	OPERATING COMMITTEE MEMBER	3.00	Director	$0	$0	$0
JEFF CONNELL	OPERATING COMMITTEE MEMBER	3.00	Director	$0	$0	$0
JON KROEPER	OPERATING COMMITTEE MEMBER	3.00	Director	$0	$0	$0
JOHN RAMSAY	OPERATING COMMITTEE MEMBER	3.00	Director	$0	$0	$0
CINDY RETTERER	OPERATING COMMITTEE MEMBER	3.00	Director	$0	$0	$0
ZORAN PERKOV	OPERATING COMMITTEE MEMBER	3.00	Director	$0	$0	$0
ANDERS FRANZON	OPERATING COMMITTEE MEMBER	3.00	Director	$0	$0	$0
MICHAEL SIMON EFF 21423	CHAIR EMERITUS	4.00	Officer	$82,622	$0	$82,622
DAVID YACONO	CHIEF INFORMATION SECURITY	40.00	Officer	$449,948	$105,301	$555,249
A DUER MEEHAN	CHIEF COMPLIANCE OFFICER	40.00	Officer	$756,953	$81,102	$838,055
BRANDON BECKER EFF 21423	CHAIR, OPERATING COMMITTEE	8.50	Officer	$139,370	$0	$139,370

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	No data	$195,364,465	$30,718,990	No data
2022	No data	$186,376,256	$39,834,484	No data
2021	No data	$146,536,571	$43,402,949	No data
2020	$433,209	$84,538,619	$35,903,805	$-84,105,410
2019	$88,205	$17,356,463	$16,438,307	$-17,268,258

CONSOLIDATED AUDIT TRAIL LLC