ATA Action (EIN 873520148) - 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

2022

Legal Domicile

Principal Officer

Kyle Zebley

Tax Period

2023-01-01 to 2023-12-31

ATA Action, founded in 2022, is a community nonprofit in the Health Care sector that reported $1.4M in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year.

Mission

ATA Action is working to ensure temporary flexibilities put in place during the COVID-19 public health emergency last at least through 2023, avoiding a telehealth cliff while working to make policies permanent.

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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 $0

Program Service Revenue $1,404,167

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,404,167

Expense Breakdown

Grants Paid $30,000

Salaries & Benefits $600,512

Fundraising Expenses $0

Other Expenses $818,748

TOTAL EXPENSES $1,449,260

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,404,167	$1,557,313	-0.1%
Expenses	$1,449,260	$983,851	+0.5%
Net Income	$-45,093	$573,462	-1.1%

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

$631,097

Total Directors

$348,640

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ann Mond Johnson	CEO ATA	40.00	Officer Director	$0	$24,513	$348,640
Kyle Zebley	Executive Director	40.00	Officer	$0	$22,382	$282,457
Mike Baird	Director	2.00	Director	$0	$0	$0
James Mault	Director	2.00	Director	$0	$0	$0
Geeta Nayyar	Director	2.00	Director	$0	$0	$0
Darshak Sanghavi	Director	2.00	Director	$0	$0	$0
Joe Kvedar	Director	2.00	Director	$0	$0	$0
Mona Siddiqui	Director	2.00	Director	$0	$0	$0
Murielle Beene	Director	2.00	Director	$0	$0	$0
Yasmine Winkler	Director	2.00	Director	$0	$0	$0
Tania Elliot	Director	2.00	Director	$0	$0	$0
Julian Harris	Director	2.00	Director	$0	$0	$0
Marc Adelson	Director	2.00	Director	$0	$0	$0
Kavita Patel	Director	2.00	Director	$0	$0	$0
John Glaser	Director	2.00	Director	$0	$0	$0
Nate Lacktman	Director	2.00	Director	$0	$0	$0
MJ Abdul-Majid	Director	2.00	Director	$0	$0	$0
Kristi Henderson	Chair	2.00	Officer Director	$0	$0	$0
Sara Pletcher	Secretary	2.00	Officer Director	$0	$0	$0
Joseph DeVivo	Treasurer	2.00	Officer Director	$0	$0	$0
Sree Chaguturu	Chair-Elect	2.00	Officer 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	$1,404,167	$1,449,260	$990,449	$-45,093
2022	$1,557,313	$983,851	$751,048	$573,462

ATA Action