CLIMB USA INC (EIN 861598626) - 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

2021

Legal Domicile

Principal Officer

ROBERT WYNN

Phone

6083324423

Tax Period

2023-01-01 to 2023-12-31

CLIMB USA INC, founded in 2021, is a small nonprofit in the Youth Development sector that reported $346K in total revenue in fiscal year 2023. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $473K exceeded revenue, resulting in a 37% operating deficit.

Mission

CLIMB'S MISSION IS TO HELP TEENS AND YOUNG ADULTS IMPROVE THEIR FINANCIAL CAPABILITY THROUGH EDUCATION AND CAPITAL MARKET ENGAGEMENT.

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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 $339,434

Program Service Revenue $1,500

Investment Income $1,937

Other Revenue $2,701

TOTAL REVENUE $345,572

Expense Breakdown

Grants Paid $9,189

Salaries & Benefits $267,327

Fundraising Expenses $92,547

Program Expenses $241,767

Other Expenses $196,302

TOTAL EXPENSES $472,818

Year-over-Year Comparison

	2023	2022	Change
Revenue	$345,572	$529,061	-0.3%
Expenses	$472,818	$242,251	+1.0%
Net Income	$-127,246	$286,810	-1.4%

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

$104,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK SCHUG	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SALLI MARTYNIAK	TREASURER	1.00	Officer Director	$0	$0	$0
ANTHONY COBB	CHAIR	1.00	Officer Director	$0	$0	$0
JEREMY TARDY	SECRETARY	1.00	Officer Director	$0	$0	$0
CARLA CROSS	DIRECTOR	1.00	Director	$0	$0	$0
JAMAR JONES	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT WYNN	EXECUTIVE DIRECTOR	40.00	Officer	$104,000	$0	$104,000

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	$345,572	$472,818	$192,599	$-127,246
2022	$529,061	$242,251	$320,438	$286,810

CLIMB USA INC