NEO Philanthropy Action Fund (EIN 800444461) - 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

2009

Legal Domicile

Phone

2123782800

Tax Period

2023-01-01 to 2023-12-31

NEO Philanthropy Action Fund, founded in 2009, is a community nonprofit in the Civil Rights & Advocacy sector that reported $9.1M in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $3.0M, a strong 33% operating margin.

Mission

TO PROMOTE SOCIAL WELFARE AND THE COMMON GOOD, ADVANCE SOCIAL JUSTICE, AND ADVOCATE POLICY REFORM TO IMPROVE THE QUALITY OF LIFE FOR ALL PERSONS.

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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 $8,911,973

Program Service Revenue $91,500

Investment Income $98,237

Other Revenue $0

TOTAL REVENUE $9,101,710

Expense Breakdown

Grants Paid $3,184,575

Salaries & Benefits $1,202,431

Fundraising Expenses $8,601

Program Expenses $5,601,446

Other Expenses $1,724,289

TOTAL EXPENSES $6,111,295

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,101,710	$10,358,810	-0.1%
Expenses	$6,111,295	$9,003,292	-0.3%
Net Income	$2,990,415	$1,355,518	+1.2%

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

$922,074

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Chairperson	1.0	Officer Director	$0	$0	$0
N/A	Secretary/Treasurer	1.0	Officer Director	$0	$0	$0
N/A	Board Member	1.0	Director	$0	$0	$0
N/A	Board Member (Through September 2023)	1.0	Director	$0	$0	$0
N/A	COO and Executive VP	1.0	Officer	$3,478	$50,530	$314,959
N/A	President	1.0	Officer	$2,188	$53,222	$370,378
N/A	CFO and VP of Infrastructure	5.0	Officer	$25,008	$32,816	$236,737

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	$9,101,710	$6,111,295	$13,831,195	$2,990,415
2022	$10,358,810	$9,003,292	$12,346,003	$1,355,518
2021	$21,155,351	$15,381,074	$9,329,811	$5,774,277
2020	$17,574,130	$21,099,910	$3,589,631	$-3,525,780
2019	$13,226,182	$15,328,281	$7,008,393	$-2,102,099
2018	$14,397,520	$8,452,395	$8,958,082	$5,945,125

NEO Philanthropy Action Fund