FAMILIES USA ACTION (EIN 521632583) - 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

1989

Legal Domicile

Principal Officer

JON OLSON

Phone

2026283030

Tax Period

2023-01-01 to 2023-12-31

FAMILIES USA ACTION, founded in 1989, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Revenue surged 97% from the prior year, signaling strong growth momentum. Expenses of $1.1M left a modest 12% surplus.

Mission

TO PROMOTE HEALTH CARE REFORM.

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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 $1,210,000

Program Service Revenue $0

Investment Income $15,949

Other Revenue $0

TOTAL REVENUE $1,225,949

Expense Breakdown

Grants Paid $0

Salaries & Benefits $795,995

Fundraising Expenses $5,434

Program Expenses $1,077,477

Other Expenses $286,916

TOTAL EXPENSES $1,082,911

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,225,949	$621,280	+1.0%
Expenses	$1,082,911	$567,901	+0.9%
Net Income	$143,038	$53,379	+1.7%

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

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

$1,044,258

Total Directors

$16,490

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FREDERICK ISASI	EXECUTIVE DIRECTOR	3.00	Officer	$0	$35,895	$456,780
JUDE MCCARTIN	SECRETARY	5.00	Officer	$0	$18,459	$283,342
JON OLSON	TREASURER	0.20	Officer	$0	$53,240	$213,069
LISA SHAPIRO	ASST SECRETARY (OUTGOING 2023)/SR. ADVISOR FOR STR	0.50	Officer	$0	$25,357	$74,577
PHILIPPE VILLERS	PRESIDENT	1.00	Officer Director	$0	$30	$16,490
MATT MORRISON	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
SISTER SIMONE CAMPBELL	DIRECTOR	3.00	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
2024	No data	No data	No data	No data
2023	$1,225,949	$1,082,911	$832,415	$143,038
2022	$621,280	$567,901	$725,341	$53,379
2021	$283,400	$269,351	$783,375	$14,049
2020	$1,170,664	$1,514,177	$666,431	$-343,513
2019	$685,941	$561,539	$1,014,526	$124,402
2018	$362,447	$263,121	$611,030	$99,326

FAMILIES USA ACTION