STATES UNITED 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

2021

Legal Domicile

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

STATES UNITED ACTION IS A NONPARTISAN SECTION 501(C)(4) NONPROFIT ORGANIZATION WITH A MISSION TO PROTECT OUR ELECTIONS AND OUR DEMOCRACY. (CONTINUED ON SCHEDULE O)STATES UNITED ACTION ADVANCES ELECTION PROTECTION, HOLDS DEMOCRACY VIOLATORS ACCOUNTABLE, PREVENTS POLITICAL VIOLENCE AND ADVANCES TRUTH ABOUT ELECTIONS THROUGH RESEARCH, DATA AND COMMUNICATIONS.

Program Service Accomplishments

Program 1

Expenses: $2,281,273 Revenue: $15,400

STATES UNITED ACTION ADVANCES POLICIES THAT PROTECT ELECTION INTEGRITY, HOLD DEMOCRACY VIOLATORS ACCOUNTABLE, PREVENT POLITICAL VIOLENCE,AND PROMOTE TRUTH IN ELECTIONS. STATES UNITED ACTION HAS...

STATES UNITED ACTION ADVANCES POLICIES THAT PROTECT ELECTION INTEGRITY, HOLD DEMOCRACY VIOLATORS ACCOUNTABLE, PREVENT POLITICAL VIOLENCE,AND PROMOTE TRUTH IN ELECTIONS. STATES UNITED ACTION HAS TRACKED EFFORTS TO UNDERMINE DEMOCRACY, DEVELOPED RESOURCES ON ELECTION DENIERS RUNNING FOR OFFICE, AND PROVIDED MESSAGING TO COUNTER DISINFORMATION.

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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 $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

Governance

Voting Members

Independent Members

Employees

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

$723,948

Total Directors

$429,498

Key Employees

Highest Compensated

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