IMPACT FELLOWS ACTION FUND (EIN 842105087) - 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

2020

Legal Domicile

Principal Officer

LISA KLEIN

Phone

9136423490

Tax Period

2025-01-01 to 2025-12-31

IMPACT FELLOWS ACTION FUND, founded in 2020, is a community nonprofit in the Human Services sector that reported $5.7M in total revenue in fiscal year 2025. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $5.1M left a modest 11% surplus.

Mission

IMPACT FELLOWS ACTION FUND (IF) IS A NATIONAL C4 INTERMEDIARY PROVIDING FUNDING AND TECHNICAL ASSISTANCE TO STATE ADVOCATES FOR POLITICAL ACTION ON EARLY CHILDHOOD POLICIES AND THE REQUIRED PUBLIC FUNDING THAT CAN TRANSFORM THE LIVES OF GENERATIONS OF YOUNG CHILDREN AND THEIR FAMILIES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $5,720,000

Program Service Revenue $0

Investment Income $0

Other Revenue $302

TOTAL REVENUE $5,720,302

Expense Breakdown

Grants Paid $3,685,000

Salaries & Benefits $477,096

Fundraising Expenses $383,084

Program Expenses $4,506,676

Other Expenses $948,450

TOTAL EXPENSES $5,110,546

Year-over-Year Comparison

	2025	2024	Change
Revenue	$5,720,302	$5,150,265	+0.1%
Expenses	$5,110,546	$4,701,043	+0.1%
Net Income	$609,756	$449,222	+0.4%

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

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

$284,140

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALICE DUFF	CHAIR	0.50	Officer	$0	$0	$0
SHELLEY WATERS BOOTS	VICE PRESIDENT	0.50	Officer	$0	$0	$0
LISA KLEIN	PRESIDENT/CEO	40.00	Officer	$284,140	$0	$284,140
SHAKERA GRANT	GENERAL MANAGER	40.00	Highest	$139,670	$0	$139,670

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	$5,720,302	$5,110,546	$5,548,234	$609,756
2024	$5,150,265	$4,701,043	$4,948,193	$449,222
2023	$6,968,370	$3,746,899	$4,489,671	$3,221,471
2022	$2,375,133	$3,493,087	$1,269,948	$-1,117,954
2021	$3,550,055	$1,189,481	$2,385,257	$2,360,574
2020	$253,084	$229,710	$64,188	$23,374

IMPACT FELLOWS ACTION FUND