Ohio Citizen Action (EIN 341208942) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1976

Legal Domicile

Principal Officer

Rachael Belz

Phone

2168615200

Tax Period

2023-01-01 to 2023-12-31

Ohio Citizen Action, founded in 1976, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Expenses of $1.4M exceeded revenue, resulting in a 23% operating deficit.

Mission

Ohio Citizen Action organized and mobilizes people to advocate for public interests. In person by phone and online we engage people in actions that protect public health improve environmental quality and benefit consumers. Our campaigns connect Ohioans and build a movement to protect democracy and create a sustainable future.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $877,197

Program Service Revenue $274,517

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,151,714

Expense Breakdown

Grants Paid $0

Salaries & Benefits $918,864

Fundraising Expenses $164,337

Program Expenses $1,058,408

Other Expenses $482,169

TOTAL EXPENSES $1,412,851

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,151,714	$1,111,359	+0.0%
Expenses	$1,412,851	$1,026,305	+0.4%
Net Income	$-261,137	$85,054	-4.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$127,622

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Carla Walker	President	2.00	Officer Director	$0	$0	$0
Ted Barrows	Sec Treas	2.00	Officer Director	$0	$0	$0
Thomas Ferguson	Director	1.00	Director	$0	$0	$0
Kayla Juergens	Director	1.00	Director	$0	$0	$0
Rachael Belz	CEO	24.00	Officer	$51,666	$0	$51,666
Lynn Scheerhorn	CFO	32.00	Officer	$75,956	$0	$75,956

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	$1,151,714	$1,412,851	$384,989	$-261,137
2022	$1,111,359	$1,026,305	$398,106	$85,054
2021	$777,063	$877,993	$344,735	$-100,930
2021	$777,063	$877,993	$344,735	$-100,930
2020	$1,058,490	$955,904	$343,179	$102,586
2019	$1,033,318	$968,056	$293,931	$65,262
2018	$909,053	$800,699	$269,435	$108,354

Ohio Citizen Action