Citizens United (EIN 911433368) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

Christina Trotta

Phone

2025475420

Tax Period

2024-01-01 to 2024-12-31

Citizens United, founded in 1988, is a community nonprofit that reported $4.9M in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum.

Mission

CITIZENS UNITED PAYS FOR DOMESTIC FIRST CLASS AIRFARE BUT NOT CHARTER TRAVEL.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,468,061

Program Service Revenue $76,544

Investment Income $2,279

Other Revenue $363,962

TOTAL REVENUE $4,910,846

Expense Breakdown

Grants Paid $169,300

Salaries & Benefits $705,752

Fundraising Expenses $2,314,141

Program Expenses $2,339,892

Other Expenses $4,024,924

TOTAL EXPENSES $5,057,447

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,910,846	$3,927,377	+0.3%
Expenses	$5,057,447	$5,384,508	-0.1%
Net Income	$-146,601	$-1,457,131	-0.9%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$1,395,596

Total Directors

$449,354

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
David Bossie	President	19.00	Officer Director	$130,844	$56,820	$449,354
Michael Boos	VP Secretary & General Counsel	13.00	Officer	$95,988	$41,261	$329,224
Daniel Jorjani	Deputy General Counsel	13.00	Highest	$83,333	$35,459	$285,459
Richard Kimble	VP of Development	15.00	Officer	$73,165	$31,688	$251,182
JT Mastranadi	VP of Govt Relations	15.00	Officer	$62,613	$27,339	$215,179
Savannah Steele	CFO	13.00	Officer	$33,564	$14,282	$114,975
Christina Trotta	Controller	16.00	Officer	$10,417	$4,432	$35,682
Ron Robinson	Director	1.00	Director	$0	$0	$0
Dennise Moore	Director	1.00	Director	$0	$0	$0
Brian Berry	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	$4,910,846	$5,057,447	$3,655,586	$-146,601
2023	$4,899,066	$4,936,216	$4,646,372	$-37,150
2023	$3,917,377	$5,384,508	$4,004,914	$-1,467,131
2022	$5,105,134	$5,440,351	$4,414,215	$-335,217
2021	$7,274,143	$5,708,338	$4,761,196	$1,565,805
2020	$10,037,055	$8,774,146	$3,342,302	$1,262,909
2019	$11,151,839	$11,474,962	$2,258,663	$-323,123
2018	$10,854,436	$9,791,045	$2,610,037	$1,063,391

Citizens United