IMPACT FINANCE (EIN 274641831) - 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

2011

Legal Domicile

Principal Officer

JENNIFER WOODFORD

Phone

5072820203

Tax Period

2020-01-01 to 2020-12-31

IMPACT FINANCE, founded in 2011, is a small nonprofit that reported $280K in total revenue in fiscal year 2020. Revenue surged 94% from the prior year, signaling strong growth momentum. The organization ran a surplus of $248K, a strong 89% operating margin.

Mission

THE PRIMARY MISSION OF IMPACT FINANCE IS TO PROMOTE COMMUNITY DEVELOPMENT BY PROVIDING ACTIVITIES DIRECTED TOWARDS IMPROVING THE SOCIAL OR ECONOMIC CONDITIONS OF UNDERSERVED PEOPLE OR RESIDENTS OF DISTRESSED COMMUNITIES.

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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 (2020)

Revenue Breakdown

Contributions & Grants $50,000

Program Service Revenue $6,270

Investment Income $223,358

Other Revenue $0

TOTAL REVENUE $279,628

Expense Breakdown

Grants Paid $0

Salaries & Benefits $22,889

Fundraising Expenses $0

Program Expenses $20,730

Other Expenses $8,942

TOTAL EXPENSES $31,831

Year-over-Year Comparison

	2020	2019	Change
Revenue	$279,628	$143,958	+0.9%
Expenses	$31,831	$33,940	-0.1%
Net Income	$247,797	$110,018	+1.3%

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

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

$139,470

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY JO MAJERUS	CHAIR	0.50	Officer Director	$0	$0	$0
JOSE RIVAS	SECRETARY	0.50	Officer Director	$0	$0	$0
SUSAN STRANDBERG	TREASURER	0.50	Officer Director	$0	$0	$0
ATHIEEI LAM	MEMBER	0.50	Director	$0	$0	$0
JEFF URBAN	MEMBER	0.50	Director	$0	$0	$0
JENNIFER WOODFORD	EXECUTIVE DIRECTOR	2.00	Officer	$6,824	$2,996	$139,470

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
2020	$279,628	$31,831	No data	$247,797
2019	$143,958	$33,940	$2,267,850	$110,018
2018	$124,916	$46,700	$2,189,342	$78,216

IMPACT FINANCE