ECONOMIC ROUNDTABLE (EIN 954313202) - 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

1991

Legal Domicile

Phone

2138928104

Tax Period

2024-07-01 to 2025-06-30

ECONOMIC ROUNDTABLE, founded in 1991, is a small nonprofit that reported $167K in total revenue in fiscal year 2024. Revenue fell 55% from the prior year — a significant decline worth monitoring. Expenses of $186K exceeded revenue, resulting in a 12% operating deficit.

Mission

CONDUCT RESEARCH AND IMPLEMENT PROGRAMS THAT CONTRIBUTE TO THE ECONOMIC SELF-SUFFICIENCY OF INDIVIDUALS AND COMMUNITIES.

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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 $166,727

Program Service Revenue $0

Investment Income $31

Other Revenue $0

TOTAL REVENUE $166,758

Expense Breakdown

Grants Paid $0

Salaries & Benefits $120,776

Fundraising Expenses $0

Program Expenses $167,434

Other Expenses $65,260

TOTAL EXPENSES $186,036

Year-over-Year Comparison

	2024	2023	Change
Revenue	$166,758	$367,152	-0.5%
Expenses	$186,036	$425,206	-0.6%
Net Income	$-19,278	$-58,054	-0.7%

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

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

$52,510

Total Directors

$52,510

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL FLAMING	President & CEO	2.00	Officer Director	$48,479	$4,031	$52,510
JENNIFER ITO	Board Chair	2.00	Officer Director	$0	$0	$0
YASMIN TONG	Sec/Treasurer	2.00	Officer Director	$0	$0	$0
YOLANDA ARIAS	Director	2.00	Director	$0	$0	$0
GARY BLASI	Director	2.00	Director	$0	$0	$0
JUAN DE LARA	Director	2.00	Director	$0	$0	$0
FERNANDO GAYTAN	Director	2.00	Director	$0	$0	$0
RUTH WILSON GILMORE	Director	2.00	Director	$0	$0	$0
ABEL VALENZUELA JR	Director	2.00	Director	$0	$0	$0
MARY-JANE WAGLE	Director	2.00	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
2025	$10,987	$36,413	No data	$-25,426
2025	$166,758	$186,036	$25,426	$-19,278
2024	$367,152	$425,206	$44,704	$-58,054
2023	$515,485	$669,080	$102,759	$-153,595
2022	$491,006	$516,146	$256,354	$-25,140
2021	$395,364	$385,443	$281,494	$9,921
2020	$399,249	$264,522	$171,544	$134,727
2019	$238,432	$312,361	$36,817	$-73,929

ECONOMIC ROUNDTABLE