VALUES INTO ACTION INC (EIN 270119772) - 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

2005

Legal Domicile

Principal Officer

M ELIZABETH NAUGHTON-BECK

Phone

6105655177

Tax Period

2024-07-01 to 2025-06-30

VALUES INTO ACTION INC, founded in 2005, is a community nonprofit in the Health Care sector that reported $9.8M in total revenue in fiscal year 2024. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.7M, a strong 17% operating margin.

Mission

TO PROVIDE SUPPORT FOR PEOPLE WITH DISABILITIES

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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 $2,035,664

Program Service Revenue $7,619,680

Investment Income $133,792

Other Revenue $0

TOTAL REVENUE $9,789,136

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,174,343

Fundraising Expenses $0

Program Expenses $8,113,859

Other Expenses $2,939,516

TOTAL EXPENSES $8,113,859

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,789,136	$7,293,400	+0.3%
Expenses	$8,113,859	$7,166,276	+0.1%
Net Income	$1,675,277	$127,124	+12.2%

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

N/A

Employees

196

Volunteers

N/A

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
CECILE CHARLTON	SECRETARY TR	N/A	Director	$0	$0	$0
M ELIZABETH NAUGHTON-BECK	PRESIDENT	N/A	Director	$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
2025	$9,789,136	$8,113,859	$6,483,512	$1,675,277
2024	$7,293,400	$7,166,276	$4,835,761	$127,124
2023	$7,123,455	$6,489,204	$4,813,386	$634,251
2022	$6,578,132	$6,121,820	$4,086,798	$456,312
2021	$7,505,115	$6,141,229	$3,805,672	$1,363,886
2020	$6,268,228	$5,792,789	$3,220,122	$475,439
2019	$5,116,876	$4,757,114	$1,448,698	$359,762
2018	$4,018,141	$3,791,935	$945,570	$226,206

VALUES INTO ACTION INC