Americans for Financial Reform Education Fund (EIN 822553525) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

Lisa Donner

Phone

2024661885

Tax Period

2024-01-01 to 2024-12-31

Americans for Financial Reform Education Fund, founded in 2018, is a community nonprofit in the Public & Societal Benefit sector that reported $4.2M in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $4.9M exceeded revenue, resulting in a 15% operating deficit.

Mission

To create a fair and just financial system that contributes to shared prosperity for all families and communities.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,967,643

Program Service Revenue $0

Investment Income $127,236

Other Revenue $123,269

TOTAL REVENUE $4,218,148

Expense Breakdown

Grants Paid $399,450

Salaries & Benefits $3,602,302

Fundraising Expenses $181,425

Program Expenses $3,986,877

Other Expenses $864,531

TOTAL EXPENSES $4,866,283

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,218,148	$5,574,904	-0.2%
Expenses	$4,866,283	$4,990,277	0.0%
Net Income	$-648,135	$584,627	-2.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$349,071

Total Directors

$185,614

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Donner	Executive Director	27.37	Officer Director	$162,102	$23,512	$185,614
Ericka Taylor	Popular Education Mgr Take on Wall	40.00	Highest	$147,138	$21,706	$168,844
Gynnie Robnett	Chief Operating Officer	40.00	Officer	$125,548	$37,909	$163,457
Porter McConnell	Senior Director	40.00	Highest	$125,863	$35,106	$160,969
Aditi Sen	Research Director	40.00	Highest	$122,998	$18,081	$141,079
Alexander Martin	Policy Director	40.00	Highest	$110,014	$17,127	$127,141
Carter Dougherty	Communications Director	40.00	Highest	$107,208	$7,286	$114,494
Darrick Hamilton	Director	1.25	Director	$0	$0	$0
Saqib Bhatti	Director	1.25	Director	$0	$0	$0
Rebecca Dixon	Director	1.25	Director	$0	$0	$0
Steven Renderos	Director	1.25	Director	$0	$0	$0
Kimberly Longey	Director	1.25	Director	$0	$0	$0
Graham Steele	Director	1.25	Director	$0	$0	$0
Mehrsa Baradaran	Director	1.25	Director	$0	$0	$0
Anna Lefer Kuhn	Treasurer	1.25	Officer Director	$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	$4,218,148	$4,866,283	$7,219,625	$-648,135
2023	$5,574,904	$4,990,277	$7,919,764	$584,627
2022	$3,427,093	$4,418,993	$7,519,746	$-991,900
2021	$3,982,317	$3,425,296	$8,369,313	$557,021
2020	$2,289,615	$2,872,478	$7,779,130	$-582,863
2019	$1,818,838	$2,329,278	$7,977,791	$-510,440
2018	$9,937,892	$1,782,864	$8,532,455	$8,155,028

Americans for Financial Reform Education Fund