Western Way Action

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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

Tax Period

2023-01-01 to 2023-12-31

Western Way Action, founded in 2020, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2023. Revenue surged 321% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 86% operating margin.

Mission

Providing leadership on environmental and conservation issues.

Program Service Accomplishments

Program 1

Expenses: $245,405 Revenue: $1,704,148

Providing honest read of the facts and data to demonstrate that there are serious problems with our environment.

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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 $1,568,000

Program Service Revenue $135,000

Investment Income $1,148

Other Revenue $0

TOTAL REVENUE $1,704,148

Expense Breakdown

Grants Paid $19,550

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $245,405

Other Expenses $226,869

TOTAL EXPENSES $246,419

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,704,148	$405,000	+3.2%
Expenses	$246,419	$366,442	-0.3%
Net Income	$1,457,729	$38,558	+36.8%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Katie Kennedy	Executive Dir.	0.50	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	$1,704,148	$246,419	$1,511,565	$1,457,729
2022	$405,000	$366,442	$53,836	$38,558