COMMONWEALTH ACTION

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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

MARK WILSON

Phone

7177432523

Tax Period

2023-10-01 to 2024-09-30

COMMONWEALTH ACTION, founded in 2023, is a community nonprofit in the Civil Rights & Advocacy sector that reported $1.0M in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $861K left a modest 14% surplus.

Mission

COMMONWEALTH ACTION WAS ESTABLISHED AS A SOCIAL WELFARE ORGANIZATION TO RESEARCH, ANALYZE, AND PROMOTE PUBLIC POLICY IN PENNSYLVANIA.

Program Service Accomplishments

Program 1

Expenses: $746,375

COMMONWEALTH ACTION HAS ENGAGED IN GRASSROOTS LOBBYING CAMPAIGNS TO ADVOCATE FOR FREE MARKET PRINCIPLES AND A CULTURE OF LIBERTY THROUGHOUT PENNSYLVANIA. THE CAMPAIGNS ENTAILED ORGANIZING COALITIONS OF LIKE-MINDED ORGANIZATIONS AND INDIVIDUALS, DEVELOPING POLICY ARGUMENTS AND RESEARCH IN SUPPORT OF THESE ISSUES, DISSEMINATING PUBLIC ADVOCACY COMMUNICATIONS, AND ADVANCING A FREE MEDIA STRATEGY TO ATTRACT PUBLIC ATTENTION TO THE ISSUES. LOOKING FORWARD, COMMONWEALTH ACTION PLANS TO CONTINUE RESEARCHING AND ADVOCATING FOR FREE MARKET PRINCIPLES, INCLUDING GREATER EDUCATIONAL OPPORTUNITY FOR CHILDREN AS WELL AS OTHER ISSUES RELATED TO EDUCATIONAL AND ECONOMIC OPPORTUNITY, FREE MARKETS, AND INDIVIDUAL LIBERTY.

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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 $1,001,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,001,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,908

Program Expenses $746,375

Other Expenses $857,342

TOTAL EXPENSES $861,000

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,001,000	$1,580,700	-0.4%
Expenses	$861,000	$1,106,524	-0.2%
Net Income	$140,000	$474,176	-0.7%

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
CHARLES F MITCHELL	DIRECTOR & PRESIDENT(RES 12/31/23)	5.00	Officer Director	$0	$0	$0
JENNIFER STEFANO	DIRECTOR (RESIGNED 12/31/23)	5.00	Officer Director	$0	$0	$0
ERIK M TELFORD	DIRECTOR (RESIGNED 12/31/23)	5.00	Officer Director	$0	$0	$0
GEORGE GH COATES JR	CHAIR (EFFECTIVE 12/31/23)	5.00	Officer Director	$0	$0	$0
JULIA F GOLDSTEIN	SECRETARY (EFFECTIVE 12/31/23)	5.00	Officer Director	$0	$0	$0
CARL O HELSTROM III	DIRECTOR (EFFECTIVE 12/31/23)	5.00	Officer Director	$0	$0	$0
ERIK M TELFORD WAS ELECTED	SENIOR VICE PRESIDENT AS OF 9/24	5.00	Officer	$0	$0	$0
NATHAN A BENEFIELD	SENIOR VICE PRESIDENT	5.00	Officer	$0	$0	$0
STEPHEN L BLOOM	VICE PRESIDENT	5.00	Officer	$0	$0	$0
ROGER CUSTER	VICE PRESIDENT	5.00	Officer	$0	$0	$0
ANDREW J LEWIS	PRESIDENT & CEO	5.00	Officer	$0	$0	$0
MARK R WILSON	CFO	5.00	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	$1,001,000	$861,000	$619,195	$140,000
2023	$1,580,700	$1,106,524	$489,581	$474,176