COALESCION (EIN 861436675) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2021

Legal Domicile

Principal Officer

SHAWN BAKER GARCIA

Phone

2025809941

Tax Period

2023-01-01 to 2023-12-31

Coalescion is a small nonprofit in the Education sector that reported $628K in total revenue in fiscal year 2022. Revenue surged 1120% from the prior year, signaling strong growth momentum.

Mission

SUSTAINABLE HUMAN SURVIVAL, SECURITY, AND THRIVABILITY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $629,340

Program Service Revenue $101,992

Investment Income $2,893

Other Revenue $0

TOTAL REVENUE $734,225

Expense Breakdown

Grants Paid $0

Salaries & Benefits $133,764

Fundraising Expenses $0

Program Expenses $700,940

Other Expenses $876,912

TOTAL EXPENSES $1,010,676

Year-over-Year Comparison

	2023	2022	Change
Revenue	$734,225	$615,842	+0.2%
Expenses	$1,010,676	$721,715	+0.4%
Net Income	$-276,451	$-105,873	+1.6%

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

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

$48,811

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MELISA MARGRAVES	PRESIDENT	1.00	Officer Director	$0	$0	$0
LONNIE COPLEN	VICE PRESIDENT (UNTIL MAR 2023)	1.00	Officer Director	$0	$0	$0
CHARLES DUNLAP	SECRETARY	1.00	Officer Director	$0	$0	$0
ANTHONY DIAZ	TREASURER	1.00	Officer Director	$0	$0	$0
GB JONES	BOARD MEMBER	1.00	Director	$0	$0	$0
LAUREN TALERMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ELIZABETH SABIN	TREASUSER (UNTIL MAR 2023)	1.00	Officer Director	$0	$0	$0
GREGORY BAKER	VICE PRESIDENT (START MAR 2023)	1.00	Officer Director	$0	$0	$0
GEOFFREY M ODLUM	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
SHAWN BAKER GARCIA	FOUNDER AND CEO	40.00	Officer	$48,811	$0	$48,811

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	$734,225	$1,010,676	$13,461	$-276,451
2022	$615,842	$721,715	$18,180	$-105,873
2022	$627,900	$619,754	$8,217	$8,146

COALESCION