CARBON LEADERSHIP FORUM

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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

ANTHONY HICKLING

Phone

5102008560

Tax Period

2024-01-01 to 2024-12-31

CARBON LEADERSHIP FORUM, founded in 2023, is a community nonprofit in the Environment sector that reported $2.5M in total revenue in fiscal year 2024. The organization ran a surplus of $1.4M, a strong 57% operating margin.

Mission

ACCELERATES THE TRANSFORMATION OF THE BUILDING SECTOR TO RADICALLY REDUCE THE GREENHOUSE GAS EMISSIONS ATTRIBUTED TO MATERIALS (ALSO KNOWN AS EMBODIED CARBON) USED IN BUILDINGS AND INFRASTRUCTURE.

Program Service Accomplishments

Program 1

Expenses: $802,205 Revenue: $266,532

THE CARBON LEADERSHIP FORUM HELPED DRIVE DEMAND FOR LOW EMBODIED CARBON CONSTRUCTION BY HELPING SET CARBON TARGETS FOR BUILDINGS AND MATERIALS, RESEARCHING CARBON REDUCTION PATHWAYS, AND EMPOWERING KEY LEADERS TO TAKE ACTION. CLF PLAYED A CRITICAL ROLE IN INFORMING POLICIES AND PRIVATE SECTOR INITIATIVES THAT HELP REDUCE THE GREENHOUSE GAS EMISSIONS ATTRIBUTED TO MATERIALS USED IN BUILDINGS AND INFRASTRUCTURE. THIS INCLUDED DIRECT TECHNICAL GUIDANCE AND PUBLICATION OF KEY RESOURCES SUCH AS LOW-CARBON POLICY CASE STUDIES, MODEL EMBODIED CARBON SPECIFICATIONS, AND LOW-CARBON PROCUREMENT FACT SHEETS. CLF ALSO CONVENED A WIDE NETWORK OF BUILDING INDUSTRY PRACTITIONERS, CERTIFICATION BODIES, POLICYMAKERS, AND OTHERS TO HELP STREAMLINE AND SCALE EMBODIED CARBON REPORTING AND REDUCTION PROGRAMS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,230,850

Program Service Revenue $266,532

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,497,382

Expense Breakdown

Grants Paid $0

Salaries & Benefits $636,664

Fundraising Expenses $45,835

Program Expenses $802,205

Other Expenses $441,525

TOTAL EXPENSES $1,078,189

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,497,382	N/A	N/A
Expenses	$1,078,189	N/A	N/A
Net Income	$1,419,193	$0	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

100

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

$78,025

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHRINA SIMONEN	CHAIR	2.00	Officer Director	$0	$0	$0
ERIC GIMON	VICE CHAIR/TREASURER	1.00	Officer Director	$0	$0	$0
ANNE ELLIS	SECRETARY	1.00	Officer Director	$0	$0	$0
ANTHONY HICKLING	EXECUTIVE DIRECTOR	23.00	Officer	$69,609	$8,416	$78,025
MEGHAN LEWIS	PROGRAM DIRECTOR	30.00	Highest	$107,717	$23,005	$130,722

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	$2,497,382	$1,078,189	$1,626,475	$1,419,193