Over the Horizon Action (EIN 880696885) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2022

Legal Domicile

Principal Officer

Chris Applegate

Phone

2028139118

Tax Period

2024-01-01 to 2024-12-31

Over the Horizon Action, founded in 2022, is a mid-sized nonprofit that reported $20.7M in total revenue in fiscal year 2024. Revenue surged 433% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.5M, a strong 31% operating margin.

Mission

Over the Horizon Action is established primarily to further the common good and general welfare of US citizens by educating the general public about public policies that will increase economic growth and expand the American middle class

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $20,365,119

Program Service Revenue $0

Investment Income $332,200

Other Revenue $0

TOTAL REVENUE $20,697,319

Expense Breakdown

Grants Paid $11,153,500

Salaries & Benefits $0

Fundraising Expenses $13,818

Program Expenses $14,240,512

Other Expenses $3,079,204

TOTAL EXPENSES $14,232,704

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,697,319	$3,884,600	+4.3%
Expenses	$14,232,704	$886,394	+15.1%
Net Income	$6,464,615	$2,998,206	+1.2%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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
CHRIS TURNER	Director	1.00	Director	$0	$0	$0
CHRIS APPLEGATE	Director	1.00	Director	$0	$0	$0
ROGER KIMBALL	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
2024	$20,697,319	$14,232,704	$9,967,388	$6,464,615
2023	$3,884,600	$886,394	$3,502,773	$2,998,206
2022	$675,000	$170,433	$504,567	$504,567

Over the Horizon Action