Americans for Financial Reform

EIN: 822543434

Washington, DC

Total Revenue
$1,086,019
Total Expenses
$1,276,597
Total Assets
$2,335,490
Net Assets
$1,509,669
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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
2018
Legal Domicile
DC
Principal Officer
Lisa Donner
Tax Period
2023-01-01 to 2023-12-31

Americans for Financial Reform, founded in 2018, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $1.3M exceeded revenue, resulting in a 18% operating deficit.

Mission

To lay the foundation for a strong, stable, and ethical financial system.

Program Service Accomplishments

Program 1
Expenses: $1,076,044

Legislative advocacy to advance consumer financial protection and a more just and accountable financial system. We organize advocacy campaigns to advance or oppose legislation on a broad scope of...

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Legislative advocacy to advance consumer financial protection and a more just and accountable financial system. We organize advocacy campaigns to advance or oppose legislation on a broad scope of finance and financial markets related issues, from high cost lending abuses, to investor protections, to capital markets, to private funds and more with the goals of making lending and financial markets safer and fairer for the public, and better supporting a more equitable, stable, and sustainable economy. Building and Mobilizing a Robust Coalition to Support Financial Reform and Regulation: We bring together a nonpartisan nonprofit coalition including civil rights, consumer, labor, investor, small business, and civic and community-based organizations. We build connections among disparate groups; put together and nurture an infrastructure to develop and share information, insights, tools, tactics, and strategies; and provide strategic analysis, materials, research and other tools so that together we can develop and advance economic and racial justice priorities to reform the financial system. Policy Analysis and Development: We analyze legislation and policy proposals in the financial space including in the areas of consumer financial protection, investor protection, financial stability / systemic risk, non-bank financial actors, student lending, taxes, and other policies as they affect Wall Street, from a public interest perspective. We explain and support or oppose proposals, present testimony, and report on how members of Congress vote on issues connected to the regulation and design of the financial system. We work with our allies to develop and promote legislative solutions to stop financial sector abuses of economically vulnerable families and communities and reverse growing inequality that results from unchecked financialization and speculation.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,060,174
Program Service Revenue $0
Investment Income $25,845
Other Revenue $0
TOTAL REVENUE $1,086,019

Expense Breakdown

Grants Paid $100,000
Salaries & Benefits $859,206
Fundraising Expenses $66,580
Program Expenses $1,076,044
Other Expenses $317,391
TOTAL EXPENSES $1,276,597

Year-over-Year Comparison

2023 2022 Change
Revenue $1,086,019 $1,169,507 -0.1%
Expenses $1,276,597 $1,172,684 +0.1%
Net Income $-190,578 $-3,177 +59.0%
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

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Governance

Voting Members
4
Independent Members
4
Employees
N/A
Volunteers
4

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
3
$0
Total Directors
4
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Terrysa Guerra Director 1.25
Director
$0 $0 $0
Damon Silver Director 1.25
Director
$0 $0 $0
Lisa Donner Executive Director 10.13
Officer Director
$0 $0 $0
Ed Mierzwinski Secretary 1.25
Officer Director
$0 $0 $0
Virginia Robnett Chief Operating Officer 10.13
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
2024 No data No data No data No data
2023 $1,086,019 $1,276,597 $2,335,490 $-190,578
2022 $1,169,507 $1,172,684 $1,818,030 $-3,177
2021 $1,201,457 $804,877 $1,777,731 $396,580
2020 $1,069,288 $803,618 $1,395,267 $265,670
2019 $898,783 $415,441 $1,060,854 $483,342
2018 $1,068,555 $510,723 $786,321 $557,832
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