Realize Impact (EIN 463594732) - 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

Matt Eldridge

Phone

3607775460

Tax Period

2023-01-01 to 2023-12-31

Realize Impact, founded in 2013, is a mid-sized nonprofit in the Human Services sector that reported $14.7M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $7.5M, a strong 51% operating margin.

Mission

To provide financial support, mentorship, and other assistance to early-stage socially-, environmentally-, health-. and community-conscious enterprises that are unable to obtain financing from conventional sources as a way to relieve poverty, create jobs, improve the health of communities and individual therein, and to improve the environment.

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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 $14,271,484

Program Service Revenue $331,955

Investment Income $89,006

Other Revenue $0

TOTAL REVENUE $14,692,445

Expense Breakdown

Grants Paid $6,905,206

Salaries & Benefits $258,532

Fundraising Expenses $0

Program Expenses $7,152,211

Other Expenses $75,239

TOTAL EXPENSES $7,238,977

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,692,445	$13,099,247	+0.1%
Expenses	$7,238,977	$2,030,371	+2.6%
Net Income	$7,453,468	$11,068,876	-0.3%

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

$179,027

Total Directors

$57,538

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stephanie Gripne	President	3.00	Officer Director	$0	$0	$0
Michael Libes	Treasurer	2.00	Officer Director	$57,538	$0	$57,538
Brian Howe	Secretary	1.00	Officer Director	$0	$0	$0
Matt Eldridge	Executive Director	36.00	Officer	$121,489	$0	$121,489

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	$14,692,445	$7,238,977	$21,259,674	$7,453,468
2022	$13,099,247	$2,030,371	$18,263,663	$11,068,876
2021	$7,478,295	$3,202,251	$7,219,611	$4,276,044
2020	$2,586,434	$231,638	$2,618,373	$2,354,796

Realize Impact