COALITION TO PREVENT THE TAXATION OF RETIREMENT SAVINGS INC (EIN 852587923) - 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

Principal Officer

ED GRAZIANO

Phone

3125401000

Tax Period

2022-01-01 to 2022-12-31

Mission

COALITION TO PREVENT THE TAXING OF RETIREMENT SAVINGS, INC. IS A BUSINESS LEAGUE WHOSE PRIMARY PURPOSE IS TO PROMOTE THE COMMON BUSINESS INTERESTS OF ITS MEMBERSHIP AND WORK TO IMPROVE THE BUSINESS CONDITIONS OF THE FINANCIAL SERVICES INDUSTRY. THE COALITION TO PREVENT THE TAXING OF RETIREMENT SAVINGS, INC. ACCOMPLISHES THIS MISSION THROUGH THREE ACTIVITIES:1.) LOBBYING/GOVERNMENT AFFAIRS ACTIVITIES2.) MEMBERSHIP ACTIVITIES3.) ADMINISTRATIVE ACTIVITIES AND ADDITIONAL DETAILS

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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 (2022)

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

Program Expenses $77,209

Other Expenses $98,530

TOTAL EXPENSES $98,530

Year-over-Year Comparison

	2022	2021	Change
Revenue	N/A	$410,000	-1.0%
Expenses	$98,530	$176,292	-0.4%
Net Income	N/A	$233,708	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	Hours/Week	Role	Reportable Comp	Other Comp	Total
ED GRAZIANO	PRESIDENT	1.00	Officer Director	$0	$0	$0
LINDA WHITLOCK-GRAZIANO	TREASURER AND SECRETARY	1.00	Officer Director	$0	$0	$0
TAL COHEN	DIRECTOR	1.00	Director	$0	$0	$0
ANDERS FRANZON	DIRECTOR	1.00	Director	$0	$0	$0
LITA FRAZIER-BRANNAN	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG MESSINGER	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN BERGER	DIRECTOR	1.00	Director	$0	$0	$0
BILL RUVO	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE WOLF	DIRECTOR	1.00	Director	$0	$0	$0
JB MACKENZIE	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS UZPEN	DIRECTOR	1.00	Director	$0	$0	$0
HOPE JARKOWSKI	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
2022	No data	$98,530	$198,125	No data

COALITION TO PREVENT THE TAXATION OF RETIREMENT SAVINGS INC