INFORM USA (EIN 237235032) - 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

1973

Legal Domicile

Principal Officer

KATIE APPOLD

Phone

2407444742

Tax Period

2024-01-01 to 2024-12-31

INFORM USA, founded in 1973, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $253K, a strong 17% operating margin.

Mission

TO INCREASE ACCESS TO VITAL SERVICES THROUGH INFORMATION AND REFERRAL STANDARDS AND CREDENTIALING.

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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 $0

Program Service Revenue $1,388,911

Investment Income $0

Other Revenue $107,103

TOTAL REVENUE $1,496,014

Expense Breakdown

Grants Paid $0

Salaries & Benefits $304,187

Fundraising Expenses $0

Program Expenses $1,158,609

Other Expenses $938,376

TOTAL EXPENSES $1,242,563

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,496,014	$1,243,804	+0.2%
Expenses	$1,242,563	$1,151,911	+0.1%
Net Income	$253,451	$91,893	+1.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAMELA HILLIER	PRESIDENT	2.00	Officer Director	$0	$0	$0
LINDSAY PAULSEN	SECRETARY	2.00	Officer Director	$0	$0	$0
MIKE MARTIN	TREASURER	2.00	Officer Director	$0	$0	$0
DAVID JOBE	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
DAVID ERLANDSON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
LEXIE BARTUNEK	DIRECTOR	1.00	Director	$0	$0	$0
ZURI BENDER	DIRECTOR	1.00	Director	$0	$0	$0
TOM BUCKLEY	DIRECTOR	1.00	Director	$0	$0	$0
KIM CLARK	DIRECTOR	1.00	Director	$0	$0	$0
SHIRLEY FULCO	DIRECTOR	1.00	Director	$0	$0	$0
MARTA GARCIA	DIRECTOR	1.00	Director	$0	$0	$0
MIKE LIGHTBODY	DIRECTOR	1.00	Director	$0	$0	$0
MARCUS LOGAN	DIRECTOR	1.00	Director	$0	$0	$0
KAREN MARC	DIRECTOR	1.00	Director	$0	$0	$0
JENNIE POLLAK	DIRECTOR	1.00	Director	$0	$0	$0
COURTNEY SMITH	DIRECTOR	1.00	Director	$0	$0	$0
GINA STRAFFORD-AHMED	DIRECTOR	1.00	Director	$0	$0	$0
ALTISE STREET	DIRECTOR	1.00	Director	$0	$0	$0
ROBYN ROMANO	INFORM CANADA LIAISON	1.00	Director	$0	$0	$0
LUCINDA LOREI	MILITARY LIAISON	1.00	Director	$0	$0	$0
NANETTE RELAVE	ADVANCING STATES LIAISON	1.00	Director	$0	$0	$0
SARA TRIBE CLARK	N4A LIAISON	1.00	Director	$0	$0	$0
KATIE APPOLD	EXECUTIVE DIRECTOR	40.00	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	$1,496,014	$1,242,563	$1,513,347	$253,451
2023	$1,243,804	$1,151,911	$1,219,041	$91,893
2022	$1,039,430	$1,111,341	$1,077,694	$-71,911
2021	$895,969	$824,162	$1,059,481	$71,807
2020	$897,312	$679,020	$968,176	$218,292
2019	$1,054,236	$886,473	$746,824	$167,763
2018	$1,041,558	$955,741	$552,595	$85,817

INFORM USA