Coalition for American Excellence

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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

2023

Legal Domicile

Tax Period

2023-03-07 to 2023-12-31

Coalition for American Excellence, founded in 2023, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2023. The organization ran a surplus of $652K, a strong 65% operating margin.

Program Service Accomplishments

Program 1

Expenses: $317,832

Coalition for American Excellence (CAE) was created/established in 2023. Accordingly, CAE created its website which advocated for policies aligned with the organizations mission and conducted limited...

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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 $1,000,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,000,000

Expense Breakdown

Grants Paid $75,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $317,832

Other Expenses $272,929

TOTAL EXPENSES $347,929

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,000,000	N/A	N/A
Expenses	$347,929	N/A	N/A
Net Income	$652,071	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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sarah Nelson	Director Treasurer	1.00	Officer Director	$0	$0	$0
Robert Honold	Director Secretary	1.00	Officer Director	$0	$0	$0
Chris Carr	Director President	1.00	Officer 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	$1,000,000	$347,929	$652,071	$652,071