Impact Foundation (EIN 200520386) - 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

2003

Legal Domicile

Principal Officer

J Patrick Traynor

Phone

7013562656

Tax Period

2023-01-01 to 2023-12-31

Impact Foundation, founded in 2003, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.9M in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 35% operating margin.

Mission

Build capacity of nonprofits, businesses & individuals to maximize their community impact.

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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 $3,248,460

Program Service Revenue $506,417

Investment Income $145,870

Other Revenue $-703

TOTAL REVENUE $3,900,044

Expense Breakdown

Grants Paid $1,568,446

Salaries & Benefits $569,170

Fundraising Expenses $13,999

Program Expenses $2,424,470

Other Expenses $407,280

TOTAL EXPENSES $2,544,896

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,900,044	$3,041,976	+0.3%
Expenses	$2,544,896	$1,748,067	+0.5%
Net Income	$1,355,148	$1,293,909	+0.0%

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

180

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

$129,904

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dan Carey	Chair	3.00	Officer Director	$0	$0	$0
Susan Mathison MD	Vice Chair	2.00	Officer Director	$0	$0	$0
Phil Hansen	Secretary/Treasurer	2.00	Officer Director	$0	$0	$0
Sindy Keller	Board Member	2.00	Officer Director	$0	$0	$0
J Patrick Traynor	Executive Director	17.00	Officer	$129,904	$0	$129,904

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	$3,900,044	$2,544,896	$7,427,308	$1,355,148
2022	$3,041,976	$1,748,067	$6,186,034	$1,293,909
2021	$2,597,194	$1,719,353	$5,033,144	$877,841
2020	$2,549,469	$2,097,804	$4,228,120	$451,665
2019	$2,031,987	$1,574,759	$3,683,090	$457,228
2018	$2,031,294	$1,911,833	$3,714,055	$119,461

Impact Foundation