BENEFITS IN ACTION (EIN 873774775) - 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

Legal Domicile

Principal Officer

MICHELLE LAPIERRE

Phone

7202218347

Tax Period

2024-01-01 to 2024-12-31

BENEFITS IN ACTION is a community nonprofit in the Human Services sector that reported $4.4M in total revenue in fiscal year 2024. Revenue surged 38% from the prior year, signaling strong growth momentum.

Mission

BENEFITS IN ACTION IS A NONPROFIT ORGANIZATION DEDICATED TO SUPPORTING OUR DIVERSE COMMUNITY WITH A FOCUS ON THE ELDERLY AND UNDERSERVED TO IMPROVE THEIR UNDERSTANDING, ACCESS, AND UTILIZATION OF FOOD AND HEALTH-RELATED BENEFITS TO ENHANCE FOOD SECURITY, HEALTH, AND WELL-BEING.

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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 $4,246,744

Program Service Revenue $0

Investment Income $5,666

Other Revenue $117,182

TOTAL REVENUE $4,369,592

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,968,958

Fundraising Expenses $136,160

Program Expenses $3,853,488

Other Expenses $1,390,574

TOTAL EXPENSES $4,359,532

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,369,592	$3,158,084	+0.4%
Expenses	$4,359,532	$2,502,955	+0.7%
Net Income	$10,060	$655,129	-1.0%

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

402

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

$86,796

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jane Barnes	Exec Dir	40.00	Officer	$86,796	$0	$86,796
Michelle Lapierre	Chair	3.00	Officer Director	$0	$0	$0
Dr Michael Straight	Vice Chair	3.00	Officer Director	$0	$0	$0
Laura Wachter	Board Member	3.00	Director	$0	$0	$0
Aaron Sanburg	Treasurer	3.00	Officer Director	$0	$0	$0
Courtney Hoskins	Board Member	3.00	Director	$0	$0	$0
Cassie Angerer	Board Member	3.00	Director	$0	$0	$0
Andrew Barnes	Board Member	3.00	Director	$0	$0	$0
Christine Yun Sauer	Board Member	3.00	Director	$0	$0	$0
Deb York	Board Member	3.00	Director	$0	$0	$0
Ryan Dishman	Board Member	3.00	Director	$0	$0	$0
Jennifer Smith	Board Member	3.00	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	$4,369,592	$4,359,532	$1,311,458	$10,060
2023	$3,158,084	$2,502,955	$1,681,062	$655,129
2022	$1,299,880	$757,253	$975,108	$542,627

BENEFITS IN ACTION