CALVERT IMPACT INC (EIN 863134806) - 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

JENNIFER PRYCE

Phone

8002480337

Tax Period

2023-01-01 to 2023-12-31

CALVERT IMPACT INC, founded in 2021, is a community nonprofit in the Community Improvement sector that reported $9.1M in total revenue in fiscal year 2023. Revenue surged 202% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.2M, a strong 35% operating margin.

Mission

TO PROVIDE A PLATFORM FROM WHICH INVESTMENT ACTIVITIES CAN BE EXPANDED AND ACTIVTIES IN LENDING, STRUCTURING SERVICES, AND NEW PRODUCT DEVELOPMENT CAN BE DIVERSIFIED

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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 $7,000,000

Program Service Revenue $1,728,908

Investment Income $340,816

Other Revenue $0

TOTAL REVENUE $9,069,724

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,446,578

Fundraising Expenses $59,873

Program Expenses $4,654,433

Other Expenses $4,442,112

TOTAL EXPENSES $5,888,690

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,069,724	$3,000,000	+2.0%
Expenses	$5,888,690	$6,556,790	-0.1%
Net Income	$3,181,034	$-3,556,790	-1.9%

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

$1,103,001

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER PRYCE	PRESIDENT & CEO	1.00	Officer	$0	$56,833	$605,529
DEREK STROCHER	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$52,232	$497,472
BART HARVEY	CHAIR	1.00	Officer Director	$0	$0	$0
DR JENNIFER ISERN	DIRECTOR	1.00	Director	$0	$0	$0
MARIO ESPINOSA	DIRECTOR	1.00	Director	$0	$0	$0
PHIL KIRSHMAN	DIRECTOR	1.00	Director	$0	$0	$0
DECKER ROLPH	DIRECTOR	1.00	Director	$0	$0	$0
KATHY STEARNS	DIRECTOR	1.00	Director	$0	$0	$0
JAIME YORDAN	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
2024	No data	No data	No data	No data
2023	$9,069,724	$5,888,690	$53,089,625	$3,181,034
2022	$3,000,000	$6,556,790	$3,000,000	$-3,556,790

CALVERT IMPACT INC