OUR AMERICA INITATIVE

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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

2009

Legal Domicile

Principal Officer

KELLY WARD

Tax Period

2018-01-01 to 2018-12-31

OUR AMERICA INITATIVE, founded in 2009, is a small nonprofit that reported $147K in total revenue in fiscal year 2018. Revenue fell 29% from the prior year — a significant decline worth monitoring.

Mission

TO ENGAGE ALL CITIZENS IN TAKING PART IN THE GOVERNMENTAL PROCESS AT BOTH THE LOCAL AND NATIONAL LEVELS.

Program Service Accomplishments

Program 1

Expenses: $80,000

OUR AMERICA INITIATIVE SEEKS TO BROADEN THE PARAMETERS OF THE PUBLIC POLICY DEBATE OF CURRENT TOPICS IN THE NATIONAL ARENA. OUR AMERICA ALSO SEEKS TO ENLIGHTEN THE AMERICAN POPULATION ABOUT CIVIL...

OUR AMERICA INITIATIVE SEEKS TO BROADEN THE PARAMETERS OF THE PUBLIC POLICY DEBATE OF CURRENT TOPICS IN THE NATIONAL ARENA. OUR AMERICA ALSO SEEKS TO ENLIGHTEN THE AMERICAN POPULATION ABOUT CIVIL LIBERTIES, FREE ENTERPRISE, LIMITED GOVERNMENT, AND TRADITIONAL AMERICAN VALUES. IT IS OUR AIM TO INCREASE THE AMOUNT OF DISCUSSION AND INVOLVEMENT REGARDING ALL IMPORTANT ISSUES.

Program 2

Expenses: $62,839

HELD EDUCATIONAL EVENTS ACROSS THE COUNTRY TO PROMOTE PARTICIPATION IN THE GOVERNMENTAL PROCESS AND A DICUSSION OF CIVIL LIBERTIES, FREE ENTERPRISE, LIMITED GOVERNMENT, AND TRADITIONAL AMERICAN...

HELD EDUCATIONAL EVENTS ACROSS THE COUNTRY TO PROMOTE PARTICIPATION IN THE GOVERNMENTAL PROCESS AND A DICUSSION OF CIVIL LIBERTIES, FREE ENTERPRISE, LIMITED GOVERNMENT, AND TRADITIONAL AMERICAN VALUES.

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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 (2018)

Revenue Breakdown

Contributions & Grants $146,510

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $146,510

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $142,839

Other Expenses $145,339

TOTAL EXPENSES $145,339

Year-over-Year Comparison

	2018	2017	Change
Revenue	$146,510	$205,522	-0.3%
Expenses	$145,339	$62,756	+1.3%
Net Income	$1,171	$142,766	-1.0%

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

N/A

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
KELLY WARD	PRESIDENT/DI	N/A	Officer Director	$0	$0	$0
HAROLD FIELD	OFFICER/DIRE	N/A	Officer Director	$0	$0	$0
MIKE MCCAULEY	SECRETARY/TR	N/A	Officer 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
2018	$146,510	$145,339	$27,058	$1,171