Georgia Investor Action Fund Inc (EIN 474777204) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

Christine White

Tax Period

2023-09-01 to 2024-08-31

Georgia Investor Action Fund Inc, founded in 2015, is a community nonprofit in the Human Services sector that reported $8.0M in total revenue in fiscal year 2023. Revenue fell 50% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.9M, a strong 24% operating margin.

Mission

The Georgia Investor Action Fund utilizes organizing, messaging and leadership development strategies to impact policy issues in Georgia.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,496,849

Program Service Revenue $0

Investment Income $23,384

Other Revenue $2,471,567

TOTAL REVENUE $7,991,800

Expense Breakdown

Grants Paid $2,820,756

Salaries & Benefits $2,107,417

Fundraising Expenses $44,089

Program Expenses $5,114,915

Other Expenses $1,149,186

TOTAL EXPENSES $6,077,359

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,991,800	$16,020,069	-0.5%
Expenses	$6,077,359	$17,247,933	-0.6%
Net Income	$1,914,441	$-1,227,864	-2.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✓ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$181,771

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christine White	Executive Director	20.00	Officer	$170,272	$11,499	$181,771
Chris Baumann	Board Member	2.00	Director	$0	$0	$0
Justin Critz	Secretary	2.00	Director	$0	$0	$0
Krista Brewer	Chair	2.00	Director	$0	$0	$0
Neele Johnston	Treasurer	2.00	Director	$0	$0	$0
Sydney Morton	Treasurer	20.00	Key Emp	$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	$7,991,800	$6,077,359	$3,662,864	$1,914,441
2023	$16,020,069	$17,247,933	$1,928,395	$-1,227,864
2022	$9,345,599	$8,187,789	$2,530,609	$1,157,810
2021	$9,887,160	$10,988,228	$1,348,838	$-1,101,068
2021	$9,887,043	$10,537,353	$1,202,318	$-650,310
2020	$2,406,600	$783,435	$1,895,751	$1,623,165
2019	$2,160,225	$2,107,895	$247,635	$52,330
2018	$1,451,000	$1,546,629	$195,305	$-95,629

Georgia Investor Action Fund Inc