PEOPLE'S ACTION INSTITUTE (EIN 362755109) - 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

1972

Legal Domicile

Principal Officer

WILL TANZMAN

Phone

3122433035

Tax Period

2024-01-01 to 2024-12-31

PEOPLE'S ACTION INSTITUTE, founded in 1972, is a mid-sized nonprofit in the Community Improvement sector that reported $12.8M in total revenue in fiscal year 2024. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $18.4M exceeded revenue, resulting in a 43% operating deficit.

Mission

THE MISSION OF PEOPLE'S ACTION INSTITUTE IS TO ADVANCE A LONG-TERM AGENDA FOR RACIAL, ECONOMIC AND GENDER JUSTICE BY INVESTING IN POWERFUL STATE AND LOCAL ORGANIZATIONS AND CAMPAIGNS THAT WIN REAL CHANGE IN PEOPLE'S LIVES.

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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 $12,044,132

Program Service Revenue $336,485

Investment Income $436,036

Other Revenue $0

TOTAL REVENUE $12,816,653

Expense Breakdown

Grants Paid $8,491,232

Salaries & Benefits $6,953,214

Fundraising Expenses $525,593

Program Expenses $13,918,654

Other Expenses $2,932,951

TOTAL EXPENSES $18,377,397

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,816,653	$21,050,317	-0.4%
Expenses	$18,377,397	$16,245,570	+0.1%
Net Income	$-5,560,744	$4,804,747	-2.2%

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

Employees

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

$517,260

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JORDAN ESTEVAO	BOARD MEMBER & SECRETARY	3.00	Officer Director	$0	$0	$0
WILL TANZMAN	BOARD MEMBER & TREASURER	1.00	Officer Director	$0	$0	$0
KEN GROSSINGER	BOARD MEMBER	1.00	Director	$0	$0	$0
ALEJANDRA GOMEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
ALYSSA AGUILERA	BOARD MEMBER & PRESIDENT	3.00	Officer Director	$0	$0	$0
JOSIE MOONEY	BOARD MEMBER	1.00	Director	$0	$0	$0
LARRY STAFFORD	BOARD MEMBER & VICE CHAIR	1.00	Officer Director	$0	$0	$0
GEORGE KOHL	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY LASSEN	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL LIGHTY	BOARD MEMBER	1.00	Director	$0	$0	$0
JESSE HOYT	BOARD MEMBER	1.00	Director	$0	$0	$0
LIZETH CHACON	BOARD MEMBER	1.00	Director	$0	$0	$0
DENISE PADIN COLLAZO	BOARD MEMBER	1.00	Director	$0	$0	$0
SULMA ARIAS	EXECUTIVE DIRECTOR	40.00	Officer	$156,266	$38,041	$194,307
ANDREA FRYE	CHIEF OPERATIONS OFFICER	40.00	Officer	$134,983	$30,621	$165,604
WARREN CORPREW	CHIEF FINANCIAL OFFICER	40.00	Officer	$129,636	$27,713	$157,349
LAUREL WALES	CHIEF OF ORGANIZING PROGRAMS	40.00	Highest	$104,985	$12,841	$117,826
SONDRA YOUDELMAN	CAMPAIGNS DIRECTOR	40.00	Highest	$108,019	$21,541	$129,560
ADAM KRUGGEL	TRAINING DIRECTOR	40.00	Highest	$101,711	$18,555	$120,266
LILIAN BURKE	DEVELOPMENT DIRECTOR	40.00	Highest	$112,162	$20,550	$132,712
VERONICA MILTON	CONTROLLER	40.00	Highest	$116,544	$13,131	$129,675

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	$12,816,653	$18,377,397	$24,907,562	$-5,560,744
2023	$21,050,317	$16,245,570	$28,574,556	$4,804,747
2022	$14,083,902	$16,618,629	$24,656,429	$-2,534,727
2021	$17,413,428	$13,258,355	$28,431,062	$4,155,073
2020	$19,386,651	$8,827,082	$22,905,258	$10,559,569
2019	$7,549,903	$8,666,392	$11,232,356	$-1,116,489
2018	$15,366,320	$11,124,248	$13,157,511	$4,242,072

PEOPLE'S ACTION INSTITUTE