Article IV (EIN 862820532) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2021

Legal Domicile

Principal Officer

George Wellde III

Phone

2024306260

Tax Period

2024-01-01 to 2024-12-31

Article IV, founded in 2021, is a community nonprofit that reported $6.4M in total revenue in fiscal year 2021. The organization ran a surplus of $2.2M, a strong 34% operating margin.

Mission

Our mission is to advance policies that promote freedom and opportunity for all Americans by promoting ideas that make government closer to the people they serve

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $51,321,151

Program Service Revenue $0

Investment Income $1,192,204

Other Revenue $0

TOTAL REVENUE $52,513,355

Expense Breakdown

Grants Paid $69,263,050

Salaries & Benefits $598,372

Fundraising Expenses $0

Program Expenses $77,171,793

Other Expenses $7,503,714

TOTAL EXPENSES $77,365,136

Year-over-Year Comparison

	2024	2023	Change
Revenue	$52,513,355	$35,817,208	+0.5%
Expenses	$77,365,136	$12,300,236	+5.3%
Net Income	$-24,851,781	$23,516,972	-2.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✓ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$270,000

Total Directors

Key Employees

$162,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEORGE WELLDE III	President	35.00	Officer	$270,000	$0	$270,000
EMILY HSIEH	COOCFO	35.00	Key Emp	$162,000	$0	$162,000
KEVIN LO	Operations manager	35.00	Highest	$129,000	$0	$129,000
SETH LONDON	Director	1.00	Director	$0	$0	$0
AWENATE COBINA	Director	1.00	Director	$0	$0	$0
SAM MAR	DirectorSecretary	1.00	Officer Director	$0	$0	$0
NANCY RENNAKER	Treasurer	1.00	Officer	$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	$52,513,355	$77,365,136	$3,590,442	$-24,851,781
2023	$35,817,208	$12,300,236	$28,666,792	$23,516,972
2022	$10,889,809	$8,273,785	$4,997,833	$2,616,024
2021	$6,371,750	$4,189,909	$2,283,410	$2,181,841

Article IV