CLEANER ECONOMY COALITION INC

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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

2024

Legal Domicile

Principal Officer

GREG BERTELSEN

Phone

2028642552

Tax Period

2024-01-01 to 2024-12-31

CLEANER ECONOMY COALITION INC, founded in 2024, is a small nonprofit in the Environment sector that reported $300K in total revenue in fiscal year 2024. The organization ran a surplus of $145K, a strong 48% operating margin.

Mission

DRIVING AMERICAN JOBS AND COMPETITIVENESS BY LEVERAGING OUR CLEANER ECONOMY AND ENABLING U.S. MANUFACTURERS TO LEAD IN ADVANCED ENERGY TECHNOLOGIES.

Program Service Accomplishments

Program 1

Expenses: $145,764

U.S. BUSINESSES AND WORKERS ARE RESPONSIBLE FOR SOME OF THE CLEANEST MANUFACTURING IN THE WORLD AND CONTINUE TO INVEST AND INNOVATE TOWARD EVER CLEANER PRODUCTION. THE CLEANER ECONOMY COALITION WORKS WITH FEDERAL AND STATE POLICYMAKERS AND OTHER STAKEHOLDERS TO ADVANCE SMART POLICIES TO LEVERAGE OUR CLEANER AMERICAN ECONOMY AND LOWER EMISSIONS WORLDWIDE, WHILE DRIVING MORE INVESTMENT, JOBS, AND OPPORTUNITIES TO U.S. COMMUNITIES. CLEANER ECONOMY COALITION EDUCATES LAWMAKERS AND THE PUBLIC; ADVOCATES FOR POLICIES THAT LOWER GLOBAL EMISSIONS AND IMPROVE U.S. COMPETITIVENESS; AND RESEARCH.

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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 $300,000

Program Service Revenue $0

Investment Income $4

Other Revenue $0

TOTAL REVENUE $300,004

Expense Breakdown

Grants Paid $0

Salaries & Benefits $50,000

Fundraising Expenses $4,236

Program Expenses $145,764

Other Expenses $104,578

TOTAL EXPENSES $154,578

Year-over-Year Comparison

	2024	2023	Change
Revenue	$300,004	N/A	N/A
Expenses	$154,578	N/A	N/A
Net Income	$145,426	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
GREG BERTELSEN	CEO AND BOARD MEMBER	5.00	Officer Director	$0	$0	$0
ALEX BOZMOSKI	SECRETARY AS OF DEC. 2024	0.50	Officer Director	$0	$0	$0
MICHAEL-ANN MATTICOLI	DIRECTOR, FINANCE AND ACCOUNTING	5.00	Officer	$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	$300,004	$154,578	$228,026	$145,426