WORKERS DEFENSE ACTION FUND (EIN 464242654) - 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

LIZETH CHACON

Phone

5123912305

Tax Period

2024-01-01 to 2024-12-31

WORKERS DEFENSE ACTION FUND, founded in 2013, is a small nonprofit in the Civil Rights & Advocacy sector that reported $873K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $1.0M exceeded revenue, resulting in a 20% operating deficit.

Mission

WORKERS DEFENSE ACTION FUND IS A MEMBER-LED ORGANIZATION THAT MOBILIZES LATINE VOTERS IN TEXAS TO BUILD GOVERNING POWER AND FIGHT FOR WORKER AND IMMIGRANT JUSTICE.

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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 $854,699

Program Service Revenue $0

Investment Income $0

Other Revenue $17,878

TOTAL REVENUE $872,577

Expense Breakdown

Grants Paid $99,283

Salaries & Benefits $766,247

Fundraising Expenses $12,617

Program Expenses $885,681

Other Expenses $177,219

TOTAL EXPENSES $1,042,749

Year-over-Year Comparison

	2024	2023	Change
Revenue	$872,577	$933,980	-0.1%
Expenses	$1,042,749	$1,286,442	-0.2%
Net Income	$-170,172	$-352,462	-0.5%

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

$167,837

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIETA GARIBAY	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
ANTHONY MARTINEZ-ELMO	TREASURER	1.00	Officer Director	$0	$0	$0
ARASH FARASAT	SECRETARY	1.00	Officer Director	$0	$0	$0
PARISA FATEHI-WEEKS	BOARD MEMBER	1.00	Director	$0	$0	$0
BRICIA GARCIA	BOARD MEMBER	1.00	Director	$0	$0	$0
YVONNE GUTIERREZ	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSEFINA REYNA	BOARD MEMBER	1.00	Director	$0	$0	$0
REBECCA WEBBER	BOARD MEMBER	1.00	Director	$0	$0	$0
LIZETH CHACON	EXECUTIVE DIRECTOR	40.00	Officer	$144,000	$23,837	$167,837

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	$872,577	$1,042,749	$1,599,553	$-170,172
2023	$933,980	$1,286,442	$944,999	$-352,462
2022	$1,356,053	$1,238,554	$1,261,552	$117,499
2021	$1,880,062	$1,473,769	$1,150,682	$406,293
2020	$1,023,433	$620,175	$674,704	$403,258
2019	$466,181	$457,510	$393,233	$8,671
2018	$833,589	$934,683	$429,463	$-101,094

WORKERS DEFENSE ACTION FUND