Citizens for Tax Reform Inc (EIN 845011967) - 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

2020

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Citizens for Tax Reform Inc, founded in 2020, is a micro nonprofit in the Civil Rights & Advocacy sector that reported $68K in total revenue in fiscal year 2023. The organization ran a surplus of $15K, a strong 22% operating margin.

Mission

Promoting social welfare and public good by raising awareness of reducing or eliminating state income taxes on overtime and bonus wages, advocating for sensible tax relief solutions through coalition building and community action.

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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 $68,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $68,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $53,062

TOTAL EXPENSES $53,062

Year-over-Year Comparison

	2023	2022	Change
Revenue	$68,000	N/A	N/A
Expenses	$53,062	N/A	N/A
Net Income	$14,938	N/A	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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
Andy Lancaster	Director	Director	$0	$0	$0
William M Graham	Director	Director	$0	$0	$0
Heather L Dickson	President	Officer Director	$0	$0	$0
Arthur W Goudey Jr	Treasurer	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
2023	$68,000	$53,062	$15,307	$14,938
2022	$9,550	$12,657	$369	$-3,107
2021	$113,000	$119,428	$3,476	$-6,428
2020	$210,748	$200,844	$9,904	$9,904

Citizens for Tax Reform Inc