CarbonPlan (EIN 844378880) - 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

Jeremy Freeman

Phone

7164655303

Tax Period

2024-01-01 to 2024-12-31

CarbonPlan, founded in 2019, is a community nonprofit in the Environment sector that reported $3.5M in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $3.2M left a modest 9% surplus.

Mission

We work collaboratively to build open tools and resources for the evaluation and deployment of robust climate programs. We share analyses through public communication and collaboration with journalists in order to foster effective climate strategies.

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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 (2024)

Revenue Breakdown

Contributions & Grants $3,193,117

Program Service Revenue $37,094

Investment Income $241,323

Other Revenue $575

TOTAL REVENUE $3,472,109

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,734,355

Fundraising Expenses $117,442

Program Expenses $2,352,233

Other Expenses $437,129

TOTAL EXPENSES $3,171,484

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,472,109	$4,532,706	-0.2%
Expenses	$3,171,484	$2,990,736	+0.1%
Net Income	$300,625	$1,541,970	-0.8%

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

$218,960

Total Directors

$218,960

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeremy Freeman	Exec Dir./Pres.	40.00	Officer Director	$201,317	$17,643	$218,960
Grayson Badgley	Research Scientist	40.00		$195,383	$7,815	$203,198
Rebekah Hurst	Operations Lead	40.00		$164,050	$34,508	$198,558
Kata Martin	Product Lead	40.00		$180,848	$16,211	$197,059
Oriana Chegwidden	Research Scientist	40.00		$173,129	$16,470	$189,599
Maggie Koerth	Editorial Lead	40.00		$164,489	$23,931	$188,420
Freya Chay	CDR Program Lead	40.00		$168,963	$15,607	$184,570
Anderson Banihirwe	Software Engineer	40.00		$159,163	$9,393	$168,556
Kelly Gannon	Sec/Treasurer	1.00	Officer Director	$0	$0	$0
Gernot Wagner	Director	1.00	Director	$0	$0	$0
Tracy Teal	Director	1.00	Director	$0	$0	$0
Arjuna Dibley	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
2024	$3,472,109	$3,171,484	$5,963,782	$300,625
2023	$4,532,706	$2,990,736	$5,885,230	$1,541,970
2022	$2,509,936	$2,430,274	$4,061,147	$79,662
2021	$3,939,262	$1,663,242	$3,972,137	$2,276,020
2020	$2,185,020	$537,409	$1,690,597	$1,647,611

CarbonPlan