Campaign for Working Families Inc (EIN 475617041) - 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

2016

Legal Domicile

Principal Officer

Nikia Owens PhD

Phone

2154546319

Tax Period

2024-07-01 to 2025-06-30

Campaign for Working Families Inc, founded in 2016, is a community nonprofit in the Crime & Legal sector that reported $4.5M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $4.4M left a modest 3% surplus.

Mission

HELP WORKING FAMILIES & INDIVIDUALS ACHIEVE ECONOMIC EMPOWERMENT BY PROVIDING FREE TAX PREPARATION SERVICES, RESOURCE BUILDING AND ASSET DEVELOPMENT.

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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 $4,281,894

Program Service Revenue $0

Investment Income $43,610

Other Revenue $223,588

TOTAL REVENUE $4,549,092

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,709,122

Fundraising Expenses $109,404

Program Expenses $3,579,616

Other Expenses $1,691,042

TOTAL EXPENSES $4,400,164

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,549,092	$4,167,154	+0.1%
Expenses	$4,400,164	$3,482,362	+0.3%
Net Income	$148,928	$684,792	-0.8%

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

165

Volunteers

705

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

$322,518

Total Directors

$322,518

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NIKIA OWENS	PRESIDENT/CEO	40.0	Officer Director	$296,946	$25,572	$322,518
Cheryl Mackey	Director of Family Stability	40.0	Highest	$124,094	$3,271	$127,365
Diana Allinger	Dir. of Volunteer Eng. & p.Shi	40.0	Highest	$104,331	$13,314	$117,645
Thais T Caine	Director of Tax Operations	40.0	Highest	$105,945	$3,475	$109,420
RICHARD F STIPA	BOARD CHAIR	0.8	Officer Director	$0	$0	$0
MICHAEL A BOYD ESQ	VICE CHAIR & TREASURER	0.5	Officer Director	$0	$0	$0
ROBERTA A WEST ESQ	BOARD MEMBER	0.5	Director	$0	$0	$0
JILL MICHAL	BOARD MEMBER	0.5	Director	$0	$0	$0
KENNETH LEVINE ESQ	SECRETARY	0.5	Director	$0	$0	$0
SUZETTE ADAMS	BOARD MEMBER	0.5	Director	$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
2025	$4,549,092	$4,400,164	$5,067,918	$148,928
2024	$4,167,154	$3,482,362	$4,908,810	$684,792
2023	$3,419,518	$3,555,973	$4,487,979	$-136,455
2022	$3,110,602	$2,381,272	$2,820,849	$729,330
2021	$2,815,472	$1,838,280	$2,505,093	$977,192
2020	$1,603,571	$1,668,279	$1,100,627	$-64,708
2019	$1,810,520	$1,659,100	$1,122,162	$151,420
2018	$1,801,529	$1,465,869	$902,100	$335,660

Campaign for Working Families Inc