Organizing for Action (EIN 461827418) - 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

2013

Legal Domicile

Principal Officer

KATHERINE HOGAN

Phone

3128936437

Tax Period

2019-01-01 to 2019-12-31

Organizing for Action, founded in 2013, is a small nonprofit that reported $215K in total revenue in fiscal year 2019. Revenue fell 95% from the prior year — a significant decline worth monitoring. Expenses of $2.4M exceeded revenue, resulting in a 1018% operating deficit.

Mission

ORGANIZING FOR ACTION IS COMMITTED TO GROWING THE GRASSROOTS MOVEMENT BY TRAINING, EDUCATING, AND ACTIVATING CIVICALLY ENGAGED COMMUNITY MEMBERS ACROSS THE COUNTRY.

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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 (2019)

Revenue Breakdown

Contributions & Grants $213,235

Program Service Revenue $0

Investment Income $0

Other Revenue $1,400

TOTAL REVENUE $214,635

Expense Breakdown

Grants Paid $405,838

Salaries & Benefits $1,046,124

Fundraising Expenses $71,809

Program Expenses $1,225,102

Other Expenses $946,776

TOTAL EXPENSES $2,398,738

Year-over-Year Comparison

	2019	2018	Change
Revenue	$214,635	$4,747,656	-1.0%
Expenses	$2,398,738	$5,087,761	-0.5%
Net Income	$-2,184,103	$-340,105	+5.4%

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

$308,086

Total Directors

Key Employees

$199,355

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Katherine Hogan	President/Executive Director	40.0	Officer	$278,463	$29,623	$308,086
Aaron Buchner	Chief of Staff	40.0	Key Emp	$185,825	$13,530	$199,355
Traci Wile	Director of Community Engageme	40.0	Highest	$105,750	$13,007	$118,757
Jim Messina	Chair/Director	10.0	Officer Director	$0	$0	$0
Jonathan Carson	Chair/Director	10.0	Officer Director	$0	$0	$0
Philip Munger	Treasurer/Director	1.0	Officer Director	$0	$0	$0
Christine Forester	Director	1.0	Director	$0	$0	$0
Lou Frillman	Director	1.0	Director	$0	$0	$0
James Page	Director	1.0	Director	$0	$0	$0
Ian Simmons	Director	1.0	Director	$0	$0	$0
Kathleen Welch	Director	1.0	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
2019	$214,635	$2,398,738	No data	$-2,184,103
2018	$4,747,656	$5,087,761	$2,265,284	$-340,105

Organizing for Action