COMMONWEAL (EIN 942366094) - 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

1976

Legal Domicile

Principal Officer

KATHERINE FULTON

Phone

4157791008

Tax Period

2024-07-01 to 2025-06-30

COMMONWEAL, founded in 1976, is a mid-sized nonprofit in the Human Services sector that reported $11.3M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $10.7M left a modest 6% surplus.

Mission

Commonweal operates in three core fields - health and healing, art and education, and environment and justice. Within those fields, Commonweal incubates and supports a dozen different programs in cancer, health professionals education, environmental health, (cont. on Sch 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 (2024)

Revenue Breakdown

Contributions & Grants $10,041,496

Program Service Revenue $965,534

Investment Income $256,325

Other Revenue $82,603

TOTAL REVENUE $11,345,958

Expense Breakdown

Grants Paid $106,171

Salaries & Benefits $6,746,263

Fundraising Expenses $603,265

Program Expenses $8,847,718

Other Expenses $3,850,292

TOTAL EXPENSES $10,702,726

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,345,958	$10,495,490	+0.1%
Expenses	$10,702,726	$10,241,779	+0.0%
Net Income	$643,232	$253,711	+1.5%

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

138

Volunteers

159

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

$483,425

Total Directors

$91,016

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
OREN SLOZBERG	Secretary & ED	40.00	Officer	$205,357	$47,029	$252,386
MICHAEL LERNER	CHAIR EMERITUS	30.00	Officer	$0	$36,684	$231,039
VANESSA MARCOTTE	HEAD OF FINANCE	40.00		$202,417	$13,649	$216,066
PAPEETE ARLENE ALLSMAN	HEAD OF OPERATIONS	40.00		$178,822	$36,022	$214,844
SUSAN M GRELOCK-YUSEM	Head of Strategy	40.00		$141,312	$18,476	$159,788
MILICENT JOHNSON	Director	30.00	Director	$79,100	$11,104	$90,204
CATHERINE DODD	DIRECTOR	1.00	Director	$0	$812	$812
JAUNE EVANS	Director	1.00	Director	$0	$0	$0
KATHERINE FULTON	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
ANGELA OH	Director	1.00	Director	$0	$0	$0
STEVEN BOOKOFF	Treasurer	1.00	Officer Director	$0	$0	$0
LISA SIMMS-BOOTH	Director	1.00	Director	$0	$0	$0
OMAR BROWNSON	Director	1.00	Director	$0	$0	$0
SERENA BIAN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT MULHULL	VICE CHAIR	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
2025	$11,345,958	$10,702,726	$13,434,201	$643,232
2024	$10,495,490	$10,241,779	$12,631,660	$253,711
2023	$7,635,789	$9,449,914	$11,927,117	$-1,814,125
2022	$10,115,920	$5,743,181	$12,786,057	$4,372,739
2021	$4,686,809	$3,473,008	$9,218,600	$1,213,801
2020	$5,280,177	$3,994,005	$8,112,944	$1,286,172
2019	$4,966,325	$4,137,924	$6,391,924	$828,401
2018	$5,247,941	$4,479,362	$5,585,592	$768,579

COMMONWEAL