STATE DEMOCRACY ACTION FUND (EIN 814100201) - 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

2016

Legal Domicile

Principal Officer

LESLIE MARTES

Phone

2024496740

Tax Period

2022-07-01 to 2023-06-30

STATE DEMOCRACY ACTION FUND, founded in 2016, is a community nonprofit in the Public & Societal Benefit sector that reported $2.8M in total revenue in fiscal year 2022. Revenue surged 40% from the prior year, signaling strong growth momentum.

Mission

PROVIDE THE EDUCATION AND SKILLS NEEDED TO CONNECT EVERYDAY PEOPLE WITH THEIR STATE GOVERNMENT AND WORK TO HELP STATE GOVERNMENTS REPRESENT THE DIVERSE POPULATION OF THEIR COMMUNITIES AND ADVANCE POLICIES THAT PROMOTE INCLUSION, EQUALITY, AND OPPORTUNITY FOR ALL.

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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 (2022)

Revenue Breakdown

Contributions & Grants $2,820,080

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,820,080

Expense Breakdown

Grants Paid $1,250,658

Salaries & Benefits $538,039

Fundraising Expenses $54,733

Program Expenses $2,567,612

Other Expenses $1,090,323

TOTAL EXPENSES $2,879,020

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,820,080	$2,012,045	+0.4%
Expenses	$2,879,020	$2,492,172	+0.2%
Net Income	$-58,940	$-480,127	-0.9%

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

N/A

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

$1,072,253

Total Directors

$868,552

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER WILLIAMS	DIRECTOR/SECRETARY	4.0	Officer Director	$24,357	$60,230	$317,587
JESSICA POST	DIRECTOR/PRESIDENT	2.0	Officer Director	$14,912	$35,214	$295,715
LESLIE MARTES	DIRECTOR/TREASURER	2.0	Officer Director	$10,495	$24,172	$255,250
KATELYN STONER	EXECTIVE DIRECTOR	15.0	Officer	$65,135	$35,017	$203,701

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	No data	No data	No data	No data
2023	$2,820,080	$2,879,020	$341,747	$-58,940
2022	$2,012,045	$2,492,172	$250,766	$-480,127
2021	$4,271,751	$3,884,492	$777,299	$387,259
2020	$1,301,160	$1,250,363	$494,376	$50,797

STATE DEMOCRACY ACTION FUND