CLEANTECH LEADERS CLIMATE FORUM (EIN 932439402) - 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

2023

Legal Domicile

Principal Officer

ANN DAVLIN

Tax Period

2025-01-01 to 2025-12-31

CLEANTECH LEADERS CLIMATE FORUM, founded in 2023, is a small nonprofit in the Environment sector that reported $425K in total revenue in fiscal year 2025. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $221K, a strong 52% operating margin.

Mission

TO DEVELOP HIGH-CALIBER PROGRAMMING THAT CONVENES AND ELEVATES THOUGHT LEADERS AND EDUCATES THE GENERAL PUBLIC ON THE IMPORTANCE AND URGENCY OF ADVANCING CLIMATE CHANGE MITIGATION AND ADAPTATION TECHNOLOGIES, POLICIES, AND CAPITAL MARKETS WORLDWIDE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $225,588

Program Service Revenue $199,107

Investment Income $0

Other Revenue $0

TOTAL REVENUE $424,695

Expense Breakdown

Grants Paid $0

Salaries & Benefits $56,339

Fundraising Expenses $261

Program Expenses $158,959

Other Expenses $147,325

TOTAL EXPENSES $203,664

Year-over-Year Comparison

	2025	2024	Change
Revenue	$424,695	$353,176	+0.2%
Expenses	$203,664	$360,020	-0.4%
Net Income	$221,031	$-6,844	-33.3%

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

$198,924

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANN DAVLIN	CHIEF EXECUTIVE OFFICER	20	Officer	$99,462	$0	$198,924
DAWN JAMES	BOARD CHAIR	1	Officer Director	$0	$0	$0
JULIAN DASH	VICE CHAIR	1	Officer Director	$0	$0	$0
PATRICK VERDONCK	TREASURER AND SECRETARY	1	Officer Director	$0	$0	$0
THOMAS KING	BOARD MEMBER	1	Director	$0	$0	$0
DAVID SOUTH	BOARD MEMBER	1	Director	$0	$0	$0
BRET KADISON	BOARD MEMBER	1	Director	$0	$0	$0
TOM MATZZIE	BOARD MEMBER	1	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
2025	$424,695	$203,664	$261,468	$221,031
2024	No data	No data	No data	No data
2023	$1,179,696	$1,099,309	$483,118	$80,387

CLEANTECH LEADERS CLIMATE FORUM