STATES UNITED ACTION

EIN: 861686219 Civil Rights & Advocacy

WASHINGTON, DC

Total Revenue
$3,742,356
Total Expenses
$3,297,471
Total Assets
$3,161,846
Net Assets
$2,624,731
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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
2021
Legal Domicile
DE
Principal Officer
JOANNA LYDGATE
Phone
2029999305
Tax Period
2023-01-01 to 2023-12-31

STATES UNITED ACTION, founded in 2021, is a community nonprofit in the Civil Rights & Advocacy sector that reported $3.7M in total revenue in fiscal year 2023. Revenue surged 218% from the prior year, signaling strong growth momentum. Expenses of $3.3M left a modest 12% surplus.

Mission

SEE PART III, LINE 1.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,700,000
Program Service Revenue $15,400
Investment Income $26,956
Other Revenue $0
TOTAL REVENUE $3,742,356

Expense Breakdown

Grants Paid $7,500
Salaries & Benefits $1,690,370
Fundraising Expenses $71,370
Program Expenses $2,281,273
Other Expenses $1,599,601
TOTAL EXPENSES $3,297,471

Year-over-Year Comparison

2023 2022 Change
Revenue $3,742,356 $1,175,000 +2.2%
Expenses $3,297,471 $4,012,847 -0.2%
Net Income $444,885 $-2,837,847 -1.2%
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

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Governance

Voting Members
6
Independent Members
5
Employees
63
Volunteers
5

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
4
$723,948
Total Directors
6
$429,498
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOANNA LYDGATE DIRECTOR & PRESIDENT 15.00
Officer Director
$382,382 $47,116 $429,498
CHRISTINE TODD WHITMAN DIRECTOR & CO-CHAIR 1.00
Officer Director
$0 $0 $0
NORM EISEN DIRECTOR & CO-CHAIR 5.00
Officer Director
$0 $0 $0
NATALIE LUDAWAY BOARD MEMBER 1.00
Director
$0 $0 $0
ERIKA SOTO LAMB BOARD MEMBER 1.00
Director
$0 $0 $0
NORM ORNSTEIN BOARD MEMBER 1.00
Director
$0 $0 $0
JENN FOGEL-BUBLICK CHIEF OPERATING OFFICER 15.00
Officer
$282,532 $11,918 $294,450
CHRISTINE SUN LEGAL DIRECTOR 10.00
Highest
$246,932 $31,729 $278,661
THANIA SANCHEZ RESEARCH DIRECTOR 10.00
Highest
$215,227 $47,021 $262,248
GILLIAN FEINER SENIOR COUNSEL 10.00
Highest
$211,443 $37,976 $249,419
ELIZABETH ULMER SVP, COMMUNICATIONS 10.00
Highest
$224,448 $24,327 $248,775
DAX GOLDSTEIN SENIOR COUNSEL 10.00
Highest
$213,245 $29,227 $242,472
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 $3,742,356 $3,297,471 $3,161,846 $444,885
2022 $1,175,000 $4,012,847 $2,718,207 $-2,837,847
2021 $6,411,561 $1,393,868 $5,175,884 $5,017,693
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