FAMILY VALUES WORK ACTION INC (EIN 851147242) - 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

CAROL JOYNER

Phone

4144369536

Tax Period

2024-01-01 to 2024-12-31

FAMILY VALUES WORK ACTION INC, founded in 2020, is a small nonprofit that reported $297K in total revenue in fiscal year 2024. Revenue fell 79% from the prior year — a significant decline worth monitoring. Expenses of $777K exceeded revenue, resulting in a 162% operating deficit.

Mission

THE MISSION OF FAMILY VALUES @ WORK ACTION (FV@WA) IS TO SUPPORT THE ELIGIBLE STATE COALITIONS IN ENGAGING HISTORICALLY DISENFRACHISED VOTERS IN THE MOVEMENT FOR CARE AND CAREGIVING AND OTHER ECONOMIC SECURITY ISSUES THROUGH PUBLIC EDUCATION AND CIVIC ENGAGEMENT STRATEGIES.

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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 $238,866

Program Service Revenue $15,680

Investment Income $16,987

Other Revenue $25,155

TOTAL REVENUE $296,688

Expense Breakdown

Grants Paid $192,500

Salaries & Benefits $320,644

Fundraising Expenses $7,500

Program Expenses $640,317

Other Expenses $264,189

TOTAL EXPENSES $777,333

Year-over-Year Comparison

	2024	2023	Change
Revenue	$296,688	$1,397,593	-0.8%
Expenses	$777,333	$593,132	+0.3%
Net Income	$-480,645	$804,461	-1.6%

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

$160,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAROL JOYNER	EXECUTIVE DIRECTOR	40.00	Officer	$160,000	$0	$160,000
WENDY CHUN HOON	DIRECTOR	1.00	Officer Director	$0	$0	$0
NICOLE LEE	TREASURER	1.00	Officer Director	$0	$0	$0
YADIRA SANCHEZ	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANDREA PALUSO	SECRETARY	1.00	Director	$0	$0	$0
DAWN HUCKELBRIDGE	DIRECTOR	1.00	Director	$0	$0	$0
MELANIE CAMPBELL	DIRECTOR	1.00	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	$296,688	$777,333	$411,833	$-480,645
2023	$1,397,593	$593,132	$1,039,569	$804,461
2021	$618,000	$378,397	$361,618	$239,603
2021	$618,000	$378,397	$361,618	$239,603
2020	$260,000	$229,852	$45,645	$30,148
2020	$260,000	$229,852	$45,645	$30,148

FAMILY VALUES WORK ACTION INC