GROUNDED STRATEGIES (EIN 352309836) - 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

2007

Legal Domicile

Principal Officer

KELLY HENDERSON

Phone

4123612099

Tax Period

2023-01-01 to 2023-12-31

GROUNDED STRATEGIES, founded in 2007, is a small nonprofit in the Environment sector that reported $528K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $743K exceeded revenue, resulting in a 41% operating deficit.

Mission

TO CULTIVATE THE UNREALIZED POTENTIAL OF PEOPLE AND PLACES BY CREATING OPPORTUNITIES THAT IMPROVE THE SOCIAL, ECONOMIC, AND ENVIRONMENTAL HEALTH OF 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 (2023)

Revenue Breakdown

Contributions & Grants $491,710

Program Service Revenue $33,625

Investment Income $0

Other Revenue $2,826

TOTAL REVENUE $528,161

Expense Breakdown

Grants Paid $0

Salaries & Benefits $515,490

Fundraising Expenses $101,054

Program Expenses $312,198

Other Expenses $227,253

TOTAL EXPENSES $742,743

Year-over-Year Comparison

	2023	2022	Change
Revenue	$528,161	$677,150	-0.2%
Expenses	$742,743	$875,963	-0.2%
Net Income	$-214,582	$-198,813	+0.1%

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

158

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

$96,368

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICK PANTALONE	VICE TREASURER	1.00	Officer Director	$0	$0	$0
CHARLES GOODWIN	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
DARNELL MOSES	VICE CHAIR (THROUGH 11/23)	1.00	Officer Director	$0	$0	$0
BETH SLAGE	SECRETARY	1.00	Officer Director	$0	$0	$0
GORDON HODNETT	BOARD MEMBER	1.00	Director	$0	$0	$0
DR DANIELLE ANDREWS-BROWN	BOARD TREASURER	1.00	Officer Director	$0	$0	$0
TERESA HAMMOND	VICE CHAIR (AS OF 11/23)	1.00	Officer Director	$0	$0	$0
DR SHONDRICKA BURRELL	VICE SECRETARY	1.00	Officer Director	$0	$0	$0
JIM SHEEHAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ARIAM FORD	EXECUTIVE DIRECTOR (THROUGH 11/23)	40.00	Officer	$87,531	$8,837	$96,368

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	$528,161	$742,743	$342,520	$-214,582
2022	$677,150	$875,963	$580,531	$-198,813
2021	$932,106	$622,688	$751,235	$309,418
2020	$777,201	$753,302	$485,944	$23,899
2019	$302,122	$897,744	$411,399	$-595,622
2018	$1,175,056	$892,535	$1,011,675	$282,521

GROUNDED STRATEGIES