CFC ACTION FUND INC (EIN 862216211) - 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

2021

Legal Domicile

Principal Officer

COLLESTON MORGAN

Phone

4149885359

Tax Period

2024-07-01 to 2025-06-30

CFC ACTION FUND INC, founded in 2021, is a small nonprofit in the Education sector that reported $748K in total revenue in fiscal year 2024. Revenue surged 167% from the prior year, signaling strong growth momentum. The organization ran a surplus of $294K, a strong 39% operating margin.

Mission

TO DEVELOP AND ADVOCATE FOR LEGISLATION, REGULATIONS, AND GOVERNMENT PROGRAMS TO IMPROVE EDUCATION OUTCOMES IN WISCONSIN; CONDUCT RESEARCH AND PUBLICIZE THE POSITIONS OF ELECTED OFFICIALS CONCERNING THESE ISSUES.

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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 $748,117

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $748,117

Expense Breakdown

Grants Paid $135,000

Salaries & Benefits $0

Fundraising Expenses $9,309

Program Expenses $399,126

Other Expenses $319,590

TOTAL EXPENSES $454,590

Year-over-Year Comparison

	2024	2023	Change
Revenue	$748,117	$280,000	+1.7%
Expenses	$454,590	$328,449	+0.4%
Net Income	$293,527	$-48,449	-7.1%

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
CORY NETTLES	CHAIR OF THE BOARD	1.00	Officer Director	$0	$0	$0
COLLESTON MORGAN	PRESIDENT AND TREASURER	1.00	Officer Director	$0	$0	$0
SPENCER SCHIEN	SECRETARY	1.00	Officer Director	$0	$0	$0
NANCY HERNANDEZ	DIRECTOR	1.00	Director	$0	$0	$0
HANS DAWSON	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN ENDRES	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN PLEVA	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
2025	$748,117	$454,590	$552,916	$293,527

CFC ACTION FUND INC