Invest Ahead fka Thirty Percent Coalition (EIN 455231165) - 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

Julie Zuraw

Phone

8607023211

Tax Period

2024-07-01 to 2025-06-30

Invest Ahead fka Thirty Percent Coalition, founded in 2011, is a small nonprofit in the Civil Rights & Advocacy sector that reported $227K in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $354K exceeded revenue, resulting in a 56% operating deficit.

Mission

ENHANCE CORPORATE GOVERNANCE THROUGH A FOCUS ON BOARD COMPOSITION.

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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 $209,250

Program Service Revenue $0

Investment Income $17,617

Other Revenue $0

TOTAL REVENUE $226,867

Expense Breakdown

Grants Paid $0

Salaries & Benefits $194,110

Fundraising Expenses $0

Program Expenses $301,321

Other Expenses $159,799

TOTAL EXPENSES $353,909

Year-over-Year Comparison

	2024	2023	Change
Revenue	$226,867	$349,436	-0.4%
Expenses	$353,909	$353,829	+0.0%
Net Income	$-127,042	$-4,393	+27.9%

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

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

$183,285

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julie Zuraw	President and CEO	40.00	Officer	$148,558	$34,727	$183,285
Susan Angele	Board Chair	0.00	Director	$0	$0	$0
Tara Giunta	Board Vice Chair	0.00	Director	$0	$0	$0
Renaye Manley	Board Secretary	0.00	Director	$0	$0	$0
Rodrigo Garcia	Board Treasurer	0.00	Director	$0	$0	$0
Sylvia Prez Cash	Board Member	0.00	Director	$0	$0	$0
Betsy Berkhemer-Credaire	Board Member	0.00	Director	$0	$0	$0
Lucy Chang	Board Member	0.00	Director	$0	$0	$0
Melinda Yee Franklin	Board Member	0.00	Director	$0	$0	$0
Jared Landaw	Board Member	0.00	Director	$0	$0	$0
Dianna McCarthy	Board Member	0.00	Director	$0	$0	$0
Dianne McKeever	Board Member	0.00	Director	$0	$0	$0
Johnathan Medina	Board Member	0.00	Director	$0	$0	$0
Ozzie Gromada Meza	Board Member	0.00	Director	$0	$0	$0
Anna Mok	Board Member	0.00	Director	$0	$0	$0
Mari Schwartzer	Board Member	0.00	Director	$0	$0	$0
Reid Jewett Smith	Board Member	0.00	Director	$0	$0	$0
Rekha Vaitla	Board Member	0.00	Director	$0	$0	$0
Dave Young	Board Member	0.00	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
2025	$226,867	$353,909	$414,892	$-127,042
2024	No data	No data	No data	No data
2023	$216,506	$178,740	$507,300	$37,766
2023	$46,000	$5,798	$547,502	$40,202
2022	$373,150	$244,017	$469,534	$129,133
2021	$318,640	$196,834	$335,401	$121,806
2020	$257,250	$245,877	$216,095	$11,373
2019	$336,460	$210,310	$204,795	$126,150

Invest Ahead fka Thirty Percent Coalition