Operation Initiative Foundation (EIN 462016490) - 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

LOUIS FALCO

Phone

6319262066

Tax Period

2024-10-01 to 2025-09-30

Operation Initiative Foundation, founded in 2013, is a micro nonprofit in the Human Services sector that reported $7K in total revenue in fiscal year 2024. Revenue fell 42% from the prior year — a significant decline worth monitoring. Expenses of $7K left a modest 4% surplus.

Mission

TO ASSIST MILITARY VETERANS AND THEIR FAMILIES ADDRESS POST TRAUMATIC STRESS DISORDER, BY AIDING THEM IN OBTAINING MEDICAL ATTENTION, OUTSIDE OF GOVERNMENT ASSISTANCE, AND PAYING FOR THE COSTS ASSOCIATED WITH THESE TREATMENTS.

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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 $7,490

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $7,490

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $878

Program Expenses $4,469

Other Expenses $7,161

TOTAL EXPENSES $7,161

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,490	$13,010	-0.4%
Expenses	$7,161	$15,821	-0.5%
Net Income	$329	$-2,811	-1.1%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LOUIS FALCO	PRESIDENT & FOUNDER	10.00	Officer Director	$0	$0	$0
PAUL BEEBER	CHAIRMAN	8.00	Officer Director	$0	$0	$0
PATRICIA HARPER	TREASURER	2.00	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	$7,490	$7,161	$1,585	$329
2024	$13,010	$15,821	$1,255	$-2,811
2023	$3,084	$6,898	$4,066	$-3,814
2022	$13,097	$6,529	$7,881	$6,568
2021	$5,625	$5,012	$1,313	$613
2020	$4,990	$5,421	$700	$-431
2019	$5,857	$6,298	$1,131	$-441
2018	$11,644	$12,604	$1,571	$-960

Operation Initiative Foundation