IPI ACTION FUND INC (EIN 871139095) - 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

KATHERINE GEHL

Phone

6082842287

Tax Period

2023-01-01 to 2023-12-31

IPI ACTION FUND INC, founded in 2021, is a small nonprofit that reported $312K in total revenue in fiscal year 2023. Revenue fell 79% from the prior year — a significant decline worth monitoring. Expenses of $455K exceeded revenue, resulting in a 46% operating deficit.

Mission

ADVOCATE FOR AND PROMOTE FINAL FIVE VOTING, A NONPARTISAN ELECTION INNOVATION.

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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 $1,386

Program Service Revenue $279,456

Investment Income $31,420

Other Revenue $31

TOTAL REVENUE $312,293

Expense Breakdown

Grants Paid $0

Salaries & Benefits $167,631

Fundraising Expenses $0

Program Expenses $266,260

Other Expenses $286,968

TOTAL EXPENSES $454,599

Year-over-Year Comparison

	2023	2022	Change
Revenue	$312,293	$1,476,939	-0.8%
Expenses	$454,599	$958,300	-0.5%
Net Income	$-142,306	$518,639	-1.3%

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

$104,348

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARA MCCORMICK	TREASURER (START JUNE 2023)	2.00	Officer Director	$0	$0	$0
KATHERINE GEHL	PRESIDENT & CHAIR	15.00	Officer Director	$0	$0	$0
GREG ORMAN	SECRETARY	2.00	Officer Director	$0	$0	$0
SYLVIE DOPPELT	EXECUTIVE DIRECTOR	30.00	Officer	$83,154	$21,194	$104,348
ALYSSA LARKIN	SENIOR MANAGER	20.00	Highest	$114,037	$11,781	$125,818

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	$312,293	$454,599	$1,071,174	$-142,306
2022	$1,476,939	$958,300	$1,220,258	$518,639
2021	$1,082,837	$345,288	$737,549	$737,549
2021	$1,082,837	$345,288	$737,549	$737,549

IPI ACTION FUND INC