ACTION 4 LIBERTY (EIN 463168899) - 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

ERIK MORTENSEN

Phone

9522288866

Tax Period

2023-01-01 to 2023-12-31

ACTION 4 LIBERTY, founded in 2013, is a small nonprofit in the Civil Rights & Advocacy sector that reported $269K in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $301K exceeded revenue, resulting in a 12% operating deficit.

Mission

EXPAND INDIVIDUAL FREEDOMS, REDUCE GOVERNMENT CONTROL

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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 $262,842

Program Service Revenue $4,571

Investment Income $47

Other Revenue $1,567

TOTAL REVENUE $269,027

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $12,000

Program Expenses $217,201

Other Expenses $300,883

TOTAL EXPENSES $300,883

Year-over-Year Comparison

	2023	2022	Change
Revenue	$269,027	$424,868	-0.4%
Expenses	$300,883	$464,595	-0.4%
Net Income	$-31,856	$-39,727	-0.2%

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

N/A

Volunteers

100

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
BART ANDERSON	DIRECTOR	1.00	Officer	$0	$0	$0
TODD FRIESEN	CHAIRMAN OF	40.00	Officer	$0	$0	$0
JACKSON HARVEY	DIRECTOR	1.00	Officer	$0	$0	$0
TERRY KRAEMER	DIRECTOR	1.00	Officer	$0	$0	$0
ERIK MORTENSEN	PRESIDENT	5.00	Officer	$0	$0	$0
DALE ZOERB	DIRECTOR	1.00	Officer	$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
2024	No data	No data	No data	No data
2023	$269,027	$300,883	$15,506	$-31,856
2022	$424,868	$464,595	$47,362	$-39,727
2021	$607,439	$586,227	$87,089	$21,212
2020	$383,235	$328,512	$65,877	$54,723

ACTION 4 LIBERTY