COLLECTIVESUN FOUNDATION (EIN 850723497) - 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

Phone

6197234583

Tax Period

2021-01-01 to 2021-12-31

COLLECTIVESUN FOUNDATION, founded in 2020, is a small nonprofit in the Environment sector that reported $403K in total revenue in fiscal year 2021. Revenue surged 442% from the prior year, signaling strong growth momentum.

Mission

The foundation raises funds in the form of donations and grants from U.S. based philanthropic individuals and organizations. Raised funds are to be deployed on an ongoing basis as grants to U.S. based 501c3 exempt organizations developing climate-friendly capital projects that support the recipient organization's exempt purpose either directly or indirectly through indirect benefits. Potential projects to be supported include, but are not limited to, solar power installations, electric vehicle charging port installations, building electrical efficiency upgrades, etc.

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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 (2021)

Revenue Breakdown

Contributions & Grants $403,429

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $403,429

Expense Breakdown

Grants Paid $403,429

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $403,429

Other Expenses $535

TOTAL EXPENSES $403,964

Year-over-Year Comparison

	2021	2020	Change
Revenue	$403,429	$74,473	+4.4%
Expenses	$403,964	$74,488	+4.4%
Net Income	$-535	$-15	+34.7%

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

N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lee Barken	President	1.00	Officer 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
2025	No data	No data	No data	No data
2021	$403,429	$403,964	$450	$-535

COLLECTIVESUN FOUNDATION