BANK CLIMATE ADVOCATES (EIN 882047353) - 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

2022

Legal Domicile

Phone

3104398702

Tax Period

2023-01-01 to 2023-12-31

BANK CLIMATE ADVOCATES, founded in 2022, is a micro nonprofit in the Environment sector that reported $95K in total revenue in fiscal year 2023. Expenses of $88K left a modest 8% surplus.

Mission

TO COMBAT CLIMATE CHANGE PRIMARILY BY USING LEGAL ADVOCACY AND ACTION TO ALIGN PUBLIC FINANCIAL INSTITUTIONS' INVESTMENT POLICIES AND PRACTICES WITH THE 1.5C WARMING LIMITATION OBJECTIVE. "(CONTINUED ON SCHEDULE O)"

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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 $95,335

Program Service Revenue $0

Investment Income $37

Other Revenue $0

TOTAL REVENUE $95,372

Expense Breakdown

Grants Paid $0

Salaries & Benefits $79,405

Fundraising Expenses $3,176

Program Expenses $71,373

Other Expenses $8,279

TOTAL EXPENSES $87,684

Year-over-Year Comparison

	2023	2022	Change
Revenue	$95,372	N/A	N/A
Expenses	$87,684	N/A	N/A
Net Income	$7,688	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

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

$73,483

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JASON WEINER	Executive Dir.	40.00	Officer	$73,483	$0	$73,483
Maricela Morales	President	1.00	Officer Director	$0	$0	$0
Donald Rodriguez	Treasurer	1.00	Officer Director	$0	$0	$0
Adam Keats	Secretary	1.00	Officer Director	$0	$0	$0
Caryn Mandelbaum	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
2024	No data	No data	No data	No data
2023	$95,372	$87,684	$11,276	$7,688
2023	$95,372	$87,684	$11,276	$7,688

BANK CLIMATE ADVOCATES