Growth and Opportunity Fund Inc (EIN 464605899) - 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

2014

Legal Domicile

Principal Officer

AJ Winter

Phone

7176021080

Tax Period

2020-01-01 to 2020-12-31

Growth and Opportunity Fund Inc, founded in 2014, is a small nonprofit that reported $404K in total revenue in fiscal year 2020. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $682K exceeded revenue, resulting in a 69% operating deficit.

Mission

Educating the public on importance of free enterprise, limited government and economic growth. Promotes policy solutions to create jobs. Responsibly develop energy resources and empower the private sector.

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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 (2020)

Revenue Breakdown

Contributions & Grants $403,749

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $403,749

Expense Breakdown

Grants Paid $400,000

Salaries & Benefits $0

Fundraising Expenses $111,154

Program Expenses $506,285

Other Expenses $238,253

TOTAL EXPENSES $682,402

Year-over-Year Comparison

	2020	2019	Change
Revenue	$403,749	$725,981	-0.4%
Expenses	$682,402	$731,169	-0.1%
Net Income	$-278,653	$-5,188	+52.7%

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

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
Pete Gleason	Director	1	Director	$0	$0	$0
Jim D'Innocenzo	Director & President	1	Director	$0	$0	$0
Jason Klipa	Director	1	Director	$0	$0	$0
Jeff Bartos	Director	1	Director	$0	$0	$0
Cody Harbaugh	Executive Director	2	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
2020	$403,749	$682,402	$86,982	$-278,653

Growth and Opportunity Fund Inc