ACTION Associates Inc (EIN 731069713) - 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

1981

Legal Domicile

Principal Officer

Haley Hester

Phone

5803238700

Tax Period

2023-07-01 to 2024-06-30

ACTION Associates Inc, founded in 1981, is a small nonprofit in the Human Services sector that reported $510K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Expenses of $476K left a modest 7% surplus.

Mission

Shelter for abused women & children

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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 $123,049

Program Service Revenue $386,729

Investment Income $0

Other Revenue $0

TOTAL REVENUE $509,778

Expense Breakdown

Grants Paid $0

Salaries & Benefits $366,122

Fundraising Expenses $0

Program Expenses $476,117

Other Expenses $109,995

TOTAL EXPENSES $476,117

Year-over-Year Comparison

	2023	2022	Change
Revenue	$509,778	$584,596	-0.1%
Expenses	$476,117	$440,150	+0.1%
Net Income	$33,661	$144,446	-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

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

Total Directors

Key Employees

$82,582

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Haley Hester	Director	40.00	Key Emp	$82,582	$0	$82,582
Becky Murphy	Board Member	1.00	Officer	$0	$0	$0
Nancy Smith	Board Member	1.00	Officer	$0	$0	$0
Kelly Gaunt	Board Member	1.00	Officer	$0	$0	$0
Steve Weichel	Board Member	1.00	Officer	$0	$0	$0
Debbie Bryson	Sec/Treas	1.00	Officer	$0	$0	$0
Louis Flowers	Board V. Pres.	1.00	Officer	$0	$0	$0
Nick Barton	Board President	1.00	Officer	$0	$0	$0
Ken Thiessen	Board Member	1.00	Officer	$0	$0	$0
Charlene Wassana	Board Member	1.00	Officer	$0	$0	$0
William Jackson	Board Member	1.00	Officer	$0	$0	$0
Jessica Carpenter	Board Member	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
2025	No data	No data	No data	No data
2024	$509,778	$476,117	$281,542	$33,661
2023	$584,596	$440,150	$247,510	$144,446
2022	$438,123	$476,795	$103,182	$-38,672
2021	$446,654	$510,393	$141,444	$-63,739
2020	$469,371	$494,148	$205,319	$-24,777
2019	$442,559	$439,830	$185,621	$2,729
2018	$414,279	$426,509	$185,434	$-12,230

ACTION Associates Inc