MARGUERITE CASEY ACTION FUND (EIN 873520326) - 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

CARMEN ROJAS

Phone

2066913134

Tax Period

2022-01-01 to 2022-12-31

MARGUERITE CASEY ACTION FUND, founded in 2021, is a small nonprofit that reported $950K in total revenue in fiscal year 2022. The organization ran a surplus of $574K, a strong 60% operating margin.

Mission

THE MARGUERITE CASEY ACTION FUND IS ORGANIZED AND OPERATED FOR SOCIAL WELFARE PURPOSES, WHOSE MISSION IS TO DEVELOP AND ADVOCATE FOR LEGISLATION, REGULATIONS, AND GOVERNMENT PROGRAMS WHICH SUPPORT COMMUNITIES OF COLOR, FAMILIES, AND CHILDREN TO CREATE AND PROMOTE A MORE JUST, EQUITABLE, AND HEALTHY SOCIETY, AND TO DEVELOP, ESTABLISH, AND/OR FUND PROGRAMS THAT SUPPORT THE SAME.

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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 (2022)

Revenue Breakdown

Contributions & Grants $950,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $950,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $59,866

Fundraising Expenses $0

Program Expenses $227,500

Other Expenses $316,362

TOTAL EXPENSES $376,228

Year-over-Year Comparison

	2022	2021	Change
Revenue	$950,000	N/A	N/A
Expenses	$376,228	N/A	N/A
Net Income	$573,772	$0	N/A

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

$15,692

Total Directors

$15,692

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARMEN ROJAS	CEO & PRESIDENT	0.25	Officer Director	$12,438	$3,254	$15,692
KARLA MONTERROSO	CHAIR	0.25	Officer Director	$0	$0	$0
RAYMOND FOXWORTH	VICE CHAIR	0.25	Officer Director	$0	$0	$0
MEGAN FRANCES	SECRETARY (THRU 11/22)	0.25	Officer Director	$0	$0	$0
JAKADA IMANI	TREASURER	0.25	Officer Director	$0	$0	$0
EDDY MORALES	SECRETARY (FROM 11/22)	0.25	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
2022	$950,000	$376,228	$639,020	$573,772

MARGUERITE CASEY ACTION FUND