Action Research Collaborative Inc (EIN 825252889) - 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

Erik Forman

Phone

3478369180

Tax Period

2023-01-01 to 2023-12-31

Action Research Collaborative Inc, founded in 2018, is a small nonprofit in the Employment sector that reported $365K in total revenue in fiscal year 2023. Revenue fell 47% from the prior year — a significant decline worth monitoring. Expenses of $572K exceeded revenue, resulting in a 57% operating deficit.

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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 $324,165

Program Service Revenue $41,250

Investment Income $0

Other Revenue $0

TOTAL REVENUE $365,415

Expense Breakdown

Grants Paid $531,377

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $571,973

Other Expenses $40,596

TOTAL EXPENSES $571,973

Year-over-Year Comparison

	2023	2022	Change
Revenue	$365,415	$694,000	-0.5%
Expenses	$571,973	$960,443	-0.4%
Net Income	$-206,558	$-266,443	-0.2%

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

$9,500

Total Directors

$9,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Erik Forman	Treasurer	3.00	Officer Director	$9,500	$0	$9,500
Meg Beyer	President	2.00	Officer Director	$0	$0	$0
Troy Walcott	Director	2.00	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	No data	No data	No data	No data
2023	$365,415	$571,973	$238,561	$-206,558
2022	$694,000	$960,443	$445,297	$-266,443
2021	$815,000	$133,232	$711,251	$681,768
2021	$815,000	$133,232	$711,251	$681,768

Action Research Collaborative Inc