A NEW DIRECTION

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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

2023

Legal Domicile

Principal Officer

REBECCA WRIGHT

Phone

6067480783

Tax Period

2024-01-01 to 2024-12-31

A NEW DIRECTION, founded in 2023, is a small nonprofit in the Civil Rights & Advocacy sector that reported $165K in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring.

Program Service Accomplishments

Program 1

Expenses: $21,500

POLLING ON POLICY ISSUES AND VOTER ATTITUDES

Program 2

VARIOUS ACTIVITIES TO GROW STAKEHOLDER ENGAGEMENT

Program 3

Expenses: $8,000

REGULAR COMMUNICATIONS WITH SUPPORTERS REGARDING ISSUES RELATED TO THE MISSION

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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 $165,484

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $165,484

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $21,520

Program Expenses $110,196

Other Expenses $149,377

TOTAL EXPENSES $170,897

Year-over-Year Comparison

	2024	2023	Change
Revenue	$165,484	$277,668	-0.4%
Expenses	$170,897	$265,998	-0.4%
Net Income	$-5,413	$11,670	-1.5%

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

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
TIM BERNASEK	SECRETARY	1.00	Officer	$0	$0	$0
SHELLY BOSHART-DAVIS	TREASURER	1.00	Officer	$0	$0	$0
REBECCA WRIGHT	PRESIDENT	1.00	Officer	$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	$165,484	$170,897	$6,257	$-5,413
2023	$277,668	$265,998	$11,670	$11,670