Americans for Financial Reform (EIN 822543434) - 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

2018

Legal Domicile

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.

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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 $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

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

Total Directors

Key Employees

Highest Compensated

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

Americans for Financial Reform