TALLAHASSEE ACTION GRANTS (EIN 474423643) - 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

2015

Legal Domicile

Principal Officer

KAREN M LOEWEN

Phone

8502730279

Tax Period

2023-01-01 to 2023-12-31

TALLAHASSEE ACTION GRANTS, founded in 2015, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $243K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

TALLAHASSEE ACTION GRANTS, INC. WAS FORMED TO BENEFIT OTHER NON-PROFITS BY INFORMING THE COMMUNITY ABOUT THE PROGRAMS OF NON-PROFITS IN THE LOCAL COMMUNITY AND SURROUNDING AREAS. WE PROVIDE FINANCIAL AND OTHER RESOURCES TO LOCAL NON-PROFITS.

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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 $7,013

Program Service Revenue $0

Investment Income $12

Other Revenue $235,745

TOTAL REVENUE $242,770

Expense Breakdown

Grants Paid $85,376

Salaries & Benefits $107,315

Fundraising Expenses $0

Program Expenses $201,090

Other Expenses $57,789

TOTAL EXPENSES $250,480

Year-over-Year Comparison

	2023	2022	Change
Revenue	$242,770	$204,285	+0.2%
Expenses	$250,480	$150,865	+0.7%
Net Income	$-7,710	$53,420	-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

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

$39,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN M LOEWEN	EXECUTIVE DIRECTOR	40.00	Officer	$39,800	$0	$39,800
STEPHANIE WISE	BOARD MEMBER	1.00	Director	$0	$0	$0
LEE MILLER	PRESIDENT	1.00	Officer	$0	$0	$0
BILL EDMONDS	BOARD MEMBER	1.00	Director	$0	$0	$0
JIM RUSSEL	BOARD MEMBER	1.00	Director	$0	$0	$0
BETH TEDIO	TREASURER	1.00	Officer	$0	$0	$0
JOANN PALMER	SECRETARY	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	$242,770	$250,480	$12,592	$-7,710
2022	$204,285	$201,910	$15,770	$2,375

TALLAHASSEE ACTION GRANTS