FRIENDS IN ACTION (EIN 710957829) - 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

2004

Legal Domicile

Principal Officer

CHARLOTTE STETSON

Phone

2076646016

Tax Period

2023-01-01 to 2023-12-31

FRIENDS IN ACTION, founded in 2004, is a small nonprofit in the Human Services sector that reported $247K in total revenue in fiscal year 2023. Revenue surged 43% from the prior year, signaling strong growth momentum. Expenses of $312K exceeded revenue, resulting in a 26% operating deficit.

Mission

THE MISSION OF FRIENDS IN ACTION IS TO PROVIDE SENIOR SERVICES TO THE LOCAL AREA THROUGH VARIOUS PROGRAMS THAT INCLUDE THE SENIOR CENTER, CLASSES AND TRANSPORTATION.

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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 $115,909

Program Service Revenue $83,476

Investment Income $20,032

Other Revenue $27,446

TOTAL REVENUE $246,863

Expense Breakdown

Grants Paid $0

Salaries & Benefits $197,254

Fundraising Expenses $46,994

Program Expenses $187,685

Other Expenses $114,851

TOTAL EXPENSES $312,105

Year-over-Year Comparison

	2023	2022	Change
Revenue	$246,863	$173,161	+0.4%
Expenses	$312,105	$270,633	+0.2%
Net Income	$-65,242	$-97,472	-0.3%

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

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

$64,661

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN LINQUIST	EXECUTIVE DI	40.00	Director	$64,661	$0	$64,661
ROSS BALDREE	TREASURER	2.00	Officer Director	$0	$0	$0
KEVIN DAVIDSON	DIRECTOR	1.00	Director	$0	$0	$0
CANDY GAMMELIN	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
CANDY GAMMELIN	DIRECTOR	1.00	Director	$0	$0	$0
MAUREEN GIUNTA	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN HUGHES	DIRECTOR	1.00	Director	$0	$0	$0
DEB LEAVITT	DIRECTOR	1.00	Director	$0	$0	$0
MARY ANN LOCK	SECRETARY	2.00	Officer Director	$0	$0	$0
ZACHARY MCNALLY	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY NABOZNY	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS POPPER	DIRECTOR	1.00	Director	$0	$0	$0
CHARLOTTE STETSON	PRESIDENT	2.00	Officer 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	$246,863	$312,105	$722,255	$-65,242
2022	$173,161	$270,633	$726,737	$-97,472
2021	$260,400	$213,942	$896,165	$46,458
2020	$283,306	$229,658	$745,937	$53,648
2019	$225,431	$305,022	$629,942	$-79,591

FRIENDS IN ACTION