ZEPHYR IMPACT (EIN 870941650) - 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

ANDREW SMILES

Phone

7754467242

Tax Period

2024-01-01 to 2024-12-31

ZEPHYR IMPACT, founded in 2021, is a community nonprofit in the Human Services sector that reported $7.0M in total revenue in fiscal year 2024. Revenue surged 600% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.0M, a strong 85% operating margin.

Mission

ZEPHYR IMPACT IS AN IMPACT ACCELERATOR, DESIGNING AMBITIOUS AND HIGH-IMPACT PHILANTHROPIC INITIATIVES TO ADDRESS SOCIETY'S MOST URGENT SOCIAL ISSUES. THIS 501C3 PLATFORM CONNECTS AND SUPPORTS DONORS, SOCIAL ENTREPRENEURS, AND SUBJECT-MATTER EXPERTS TO MAXIMIZE IMPACT THROUGH CONNECTED AND SYSTEM-WIDE SOLUTIONS, ACHIEVE MEANINGFUL OUTCOMES FOR COMMUNITIES. THESE OUTCOMES ARE TRACKED AND CELEBRATED TO CREATE FURTHER MOMENTUM FOR ADDITIONAL PHILANTHROPIC ACTION.

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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 $6,975,216

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $6,975,216

Expense Breakdown

Grants Paid $300,000

Salaries & Benefits $0

Fundraising Expenses $55,756

Program Expenses $907,680

Other Expenses $714,319

TOTAL EXPENSES $1,014,319

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,975,216	$996,592	+6.0%
Expenses	$1,014,319	$867,537	+0.2%
Net Income	$5,960,897	$129,055	+45.2%

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

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
ANDREW SMILES	PRESIDENT	30.00	Officer Director	$0	$0	$0
W BRADLEY LAWLISS	SECRETARY	10.00	Officer Director	$0	$0	$0
ROBERT SAVAGE	TREASURER	1.00	Officer Director	$0	$0	$0
JOE SCANTLEBURY	DIRECTOR	1.00	Director	$0	$0	$0
ALISON POWELL	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	No data	No data	No data	No data
2024	$6,975,216	$1,014,319	$6,560,623	$5,960,897
2023	$996,592	$867,537	$222,807	$129,055
2022	$699,546	$605,794	$123,627	$93,752

ZEPHYR IMPACT