TAG TREATMENT ACTION GROUP INC (EIN 133624785) - 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

1992

Legal Domicile

Principal Officer

IVY KWAN ARCE

Phone

2122537922

Tax Period

2023-01-01 to 2023-12-31

TAG TREATMENT ACTION GROUP INC, founded in 1992, is a community nonprofit in the Unknown sector that reported $4.7M in total revenue in fiscal year 2023. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $993K, a strong 21% operating margin.

Mission

TREATMENT ACTION GROUP (TAG) IS AN INDEPENDENT, ACTIVIST, AND COMMUNITY-BASED RESEARCH AND POLICY THINK TANK COMMITTED TO RACIAL, GENDER, AND LGBTQ+ EQUITY; SOCIAL JUSTICE; AND LIBERATION, FIGHTING TO END HIV, TUBERCULOSIS (TB), AND HEPATITIS C VIRUS (HCV).TAG CATALYZES OPEN COLLECTIVE ACTION BY AFFECTED COMMUNITIES, SCIENTISTS, AND POLICYMAKERS TO ENSURE THAT ALL PEOPLE LIVING WITH OR IMPACTED BY HIV, TB, OR HCV - ESPECIALLY COMMUNITIES OF COLOR AND OTHER MARGINALIZED COMMUNITIES EXPERIENCING INEQUITIES - RECEIVE LIFE-SAVING PREVENTION, DIAGNOSIS, TREATMENT, CARE, AND INFORMATION.WE ARE SCIENCE-BASED ACTIVISTS WORKING TO EXPAND AND ACCELERATE VITAL RESEARCH AND EFFECTIVE COMMUNITY ENGAGEMENT WITH RESEARCH AND POLICY INSTITUTIONS FOR AN END TO THE HIV, TB, AND HCV PANDEMICS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $4,682,755

Program Service Revenue $43,188

Investment Income $9,829

Other Revenue $404

TOTAL REVENUE $4,736,176

Expense Breakdown

Grants Paid $296,958

Salaries & Benefits $2,324,993

Fundraising Expenses $301,332

Program Expenses $2,964,703

Other Expenses $1,121,129

TOTAL EXPENSES $3,743,080

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,736,176	$2,911,955	+0.6%
Expenses	$3,743,080	$3,714,073	+0.0%
Net Income	$993,096	$-802,118	-2.2%

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

$325,360

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT W LENNON	PRESIDENT	3.50	Officer Director	$0	$0	$0
IVY KWAN ARCE	TREASURER	4.50	Officer Director	$0	$0	$0
MRINAL VIKRAM	SECRETARY	2.00	Officer Director	$0	$0	$0
JIM AQUINO	DIRECTOR	1.00	Director	$0	$0	$0
MOE ARI BROWNLEFT 1023	DIRECTOR	0.50	Director	$0	$0	$0
NICK DEBS	DIRECTOR	0.50	Director	$0	$0	$0
JOY EPISALLA	DIRECTOR	3.50	Director	$0	$0	$0
KEVIN GOETZ	DIRECTOR	3.00	Director	$0	$0	$0
JAMEEL JIWANI	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD LYNN PHD	DIRECTOR	4.00	Director	$0	$0	$0
ROBERT MONTELEONE	DIRECTOR	2.50	Director	$0	$0	$0
LAURA MORRISON	DIRECTOR	2.50	Director	$0	$0	$0
DAVID PUENTE	DIRECTOR	3.50	Director	$0	$0	$0
MICHAEL MONTEROLEFT 1023	DIRECTOR	0.00	Director	$0	$0	$0
MARK HARRINGTON	EXECUTIVE DIRECTOR	40.00	Officer	$174,202	$18,254	$192,456
JASON KIRK	CHIEF OPERATING OFFICER	40.00	Officer	$114,650	$18,254	$132,904
LINDSAY MCKENNA	TB PROGRAM CO-DIRECTOR	40.00	Highest	$105,910	$18,254	$124,164
MIKE FRICK	TB PROGRAM CO-DIRECTOR	40.00	Highest	$105,910	$18,254	$124,164
CHRISTOPHER GEORGE	DIRECTOR OF FINANCE	40.00	Highest	$104,500	$0	$104,500

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	No data	No data	No data	No data
2023	$4,736,176	$3,743,080	$4,624,032	$993,096
2022	$2,911,955	$3,714,073	$3,549,278	$-802,118
2021	$2,714,054	$3,661,265	$3,776,196	$-947,211
2020	$4,690,654	$2,987,833	$4,649,413	$1,702,821
2019	$2,174,190	$2,764,544	$2,736,460	$-590,354
2018	$1,809,214	$2,510,963	$3,322,765	$-701,749

TAG TREATMENT ACTION GROUP INC