TA INITIATIVE

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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

2019

Legal Domicile

Principal Officer

HAIKHANH TRAN

Phone

8327040340

Tax Period

2024-01-01 to 2024-12-31

TA INITIATIVE, founded in 2019, is a small nonprofit in the Housing & Shelter sector that reported $400K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $351K left a modest 12% surplus.

Mission

Program Service Accomplishments

Program 1

Expenses: $340,465

TO HELP AND EDUCATE UNDERSERVED INDIVIDUALS BY PROVIDING HELP AND SUSTENANCE TO ULTIMATELY IMPROVE THEIR QUALITY OF LIFE; TO OFFER RENTAL FOR LOW TO MODERATE INCOME RESIDENTS AND TO OFFER LOANS TO...

TO HELP AND EDUCATE UNDERSERVED INDIVIDUALS BY PROVIDING HELP AND SUSTENANCE TO ULTIMATELY IMPROVE THEIR QUALITY OF LIFE; TO OFFER RENTAL FOR LOW TO MODERATE INCOME RESIDENTS AND TO OFFER LOANS TO RESIDENTS WHO CANNOT QUALIFY FOR LOANS WITH TRADITIONAL BANKS. THERE ARE NOW SIX HOMES BEING ACTIVELY RENTED TO LOW TO MODERATE INCOME FAMILIES AND ONE PROPERTY BEING RENTED OUT FOR SOBER LIVING WHICH WILL BE GOVERNMENT FUNDED.

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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 (2024)

Revenue Breakdown

Contributions & Grants $308,723

Program Service Revenue $45,136

Investment Income $46,100

Other Revenue $0

TOTAL REVENUE $399,959

Expense Breakdown

Grants Paid $86,400

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $340,465

Other Expenses $264,177

TOTAL EXPENSES $350,577

Year-over-Year Comparison

	2024	2023	Change
Revenue	$399,959	$324,946	+0.2%
Expenses	$350,577	$158,908	+1.2%
Net Income	$49,382	$166,038	-0.7%

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
HAIKHANH TRAN	DIRECTOR	30.00	Director	$0	$0	$0
TRINA DO	DIRECTOR	1.00	Director	$0	$0	$0
THY NGUYEN	DIRECTOR	20.00	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	$399,959	$350,577	$1,792,985	$49,382
2023	$324,946	$158,908	$1,744,489	$166,038
2022	$374,513	$122,710	$1,560,284	$251,803
2021	$619,916	$117,386	$1,457,889	$502,530
2020	$790,900	$70,350	$792,182	$720,550
2019	$99,712	$80	$99,632	$99,632