ACTION INC (EIN 810295613) - 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

1965

Legal Domicile

Principal Officer

MARGIE SECCOMB

Phone

4065336855

Tax Period

2023-10-01 to 2024-09-30

ACTION INC, founded in 1965, is a community nonprofit in the Human Services sector that reported $6.9M in total revenue in fiscal year 2023.

Mission

ACTION INC. IS DEDICATED TO DEVELOPING PATHWAYS OUT OF POVERTY THROUGH INNOVATIVE, COMMUNITY-BASED, COLLABORATIVE SOLUTIONS AND SERVES A SIX-COUNTY AREA OF SOUTHWEST MONTANA.

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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 $6,777,993

Program Service Revenue $119,593

Investment Income $17,502

Other Revenue $0

TOTAL REVENUE $6,915,088

Expense Breakdown

Grants Paid $756,261

Salaries & Benefits $4,216,553

Fundraising Expenses $0

Program Expenses $6,440,871

Other Expenses $2,336,498

TOTAL EXPENSES $7,309,312

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,915,088	$7,207,819	0.0%
Expenses	$7,309,312	$7,588,039	0.0%
Net Income	$-394,224	$-380,220	+0.0%

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

131

Volunteers

792

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

$400,909

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TARA CALLAGHAN	BOARD TREASURER	4.00	Officer Director	$0	$0	$0
BILL DEAVEL	BOARD MEMBER	2.00	Director	$0	$0	$0
IVY FREDRICKSON	BOARD CHAIRPERSON	4.00	Officer Director	$0	$0	$0
GAIL LEEPER	BOARD MEMBER	2.00	Director	$0	$0	$0
JEROME MCCARTHY	BOARD MEMBER	2.00	Director	$0	$0	$0
THERESA RADER	BOARD MEMBER	2.00	Director	$0	$0	$0
CHARITY FECHTER	BOARD SECRETARY	4.00	Officer Director	$0	$0	$0
RICK HARTZ	BOARD MEMBER	2.00	Director	$0	$0	$0
MEAGAN MONTGOMERY	BOARD MEMBER	2.00	Director	$0	$0	$0
LEO PRIGGE	BOARD VICE CHAIRPERSON	4.00	Officer Director	$0	$0	$0
DODIE RENNFIELD	BOARD MEMBER	2.00	Director	$0	$0	$0
KRISSY KRACZKOWSKY	BOARD MEMBER	2.00	Director	$0	$0	$0
SANDI SECCOMB	BOARD MEMBER	2.00	Director	$0	$0	$0
MARGIE SECCOMB	EXECUTIVE DIRECTOR/CEO	40.00	Officer	$98,856	$19,661	$118,517
DON FOLEY	CFO	40.00	Officer	$91,524	$9,051	$100,575
JAMIE PAUL	HR DIRECTOR	40.00	Officer	$70,758	$16,536	$87,294
KRISTEN CHAMBERS	COO	40.00	Officer	$77,653	$16,870	$94,523

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	$6,915,088	$7,309,312	$5,231,034	$-394,224
2023	$7,207,819	$7,588,039	$5,096,443	$-380,220
2022	$6,938,503	$7,127,197	$5,742,336	$-188,694
2021	$6,612,541	$7,320,977	$5,684,944	$-708,436
2020	$5,534,804	$5,827,040	$5,438,856	$-292,236
2019	$5,462,236	$5,568,307	$5,622,151	$-106,071

ACTION INC