Coalescion

Nonprofit profile at a glance

EIN
861436675
IRS 990 coverage
2022–2024
Forms available
Form 990 2024, Form 990-EZ 2021
Location
Alexandria, VA, USA
Phone
2025809941
Rating
62
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Adult, Continuing Education

Official website

Reported finances

Revenue
$1,849,142
Expenses
$1,807,801
Assets
$155,087
Liabilities
$564,961

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

8 people listed

Executive titles in this filing

  • MELISA MARGRAVES (PRESIDENT)
  • GREGORY BAKER (VICE PRESIDENT)
  • SHAWN BAKER GARCIA (FOUNDER AND CEO)

Highest reported compensation

  • ERIC HOWELL (SENIOR PROGRAM MANAGER): $109,265 total reported compensation
  • SHAWN BAKER GARCIA (FOUNDER AND CEO): $57,917 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Advancing and operationalizing human security literacy, representation, outcomes, and stakeholder interaction models according to four mission pillars: i. Research and analysis, ii. Engagement, iii. Education and training, and iv. Advocacy.

What it reported doing in 2024

Coalescion conducted one (1) jordan/iraq explosives precursor tracking and control workshop in jordan; implemented three (3) strategic trade law workshops in vietnam; spoke at georgetown university on the topic of u.s. Foreign security cooperation and sustainability; implemented three (3) nonproliferation scientist engagement programs in eastern europe; attended semicon india 2024 in new dehli, india; attended cbrne convergence in orlando, Florida; participated in the philippines strategic trade management summit in manila; and conducted two (2) fellowships for women working in the field of strategic trade control across southeast asia.

Operating model

Revenue model
Grant-funded. 99% of the money available for current operations came from government grants.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and most voting board members are independent. The filing reports few safeguards for money sent abroad and the filing does not identify recipients for some grant dollars.

Rating breakdown

  • Financial Efficiency: 60
  • Transparency & Controls: 51
  • Accountability: 80
  • Sustainability: 26
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 66.9%; rating input score 67
  • Program expense ratio: 68.4%; rating input score 68
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 90.9%; rating input score 91; 8th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Scored; rating input score 0
  • Grant itemization coverage: Scored; rating input score 0
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 83.3%; rating input score 83; 19th percentile among comparable filings
  • Governance controls: 6 of 8 controls in place; rating input score 75
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 2.2%; rating input score 43; 43rd percentile among comparable filings
  • Total-asset coverage ratio: 0.09; rating input score 4; 4th percentile among comparable filings
  • Liabilities to assets ratio: 3.64; rating input score 1; 1st percentile among comparable filings
  • Officer compensation ratio: 9.2%; rating input score 39; 39th percentile among comparable filings

Growth

  • Program expense growth: 47.8% per year; rating input score 100; 95th percentile among comparable filings
  • Revenue growth: 67.8% per year; rating input score 100; 98th percentile among comparable filings
  • Asset growth: 81.6% per year; rating input score 100; 98th percentile among comparable filings

Details

  • Where the money goes: 66.9% of revenue deployed · 68.4% of spending went to programs
  • Governance: 5 of 6 board members independent · 6 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $1.2M in reported program spending
  • Leadership: top reported pay $109K · 8 people listed
  • Consistency: 25 of 26 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors and foreign activity
  • Filing history: 3 filing years from 2022 to 2024
  • Contacts: How to reach this organization
  • Money network: 6 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Foreign activity oversight scored 0/100.
  • High — Transparency & Controls: Grant itemization coverage scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 4/100.
  • Moderate — Sustainability: Operating margin scored 43/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • High — Sustainability: Liabilities to assets ratio scored 1/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Moderate — Sustainability: Officer compensation ratio scored 39/100.