The Impact Fund (EIN 943161863) - 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

1992

Legal Domicile

Principal Officer

Lindsay Nako

Phone

5108453473

Tax Period

2024-07-01 to 2025-06-30

The Impact Fund, founded in 1992, is a community nonprofit in the Unknown sector that reported $4.2M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $3.6M left a modest 14% surplus.

Mission

To provide grants, advocacy, and education to support impact litigation on behalf of communities seeking economic, environmental, racial, and social justice.

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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 $2,579,963

Program Service Revenue $1,445,695

Investment Income $69,799

Other Revenue $79,679

TOTAL REVENUE $4,175,136

Expense Breakdown

Grants Paid $735,691

Salaries & Benefits $1,894,787

Fundraising Expenses $456,311

Program Expenses $2,937,477

Other Expenses $949,379

TOTAL EXPENSES $3,579,857

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,175,136	$3,313,233	+0.3%
Expenses	$3,579,857	$3,389,210	+0.1%
Net Income	$595,279	$-75,977	-8.8%

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

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

$177,520

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lindsay Nako	Executive Dir.	40.00	Officer	$177,520	$0	$177,520
Edward Basham-Witherington	Deputy Director	40.00		$155,487	$0	$155,487
Lori E Rifkin	Litigation Dir.	40.00		$134,536	$0	$134,536
Fawn J Korr	Training Director	40.00		$123,902	$0	$123,902
Erin Nunn	HR/Finance Mgr.	40.00		$113,624	$0	$113,624
Robert Schug	Board Chair	1.00	Officer Director	$0	$0	$0
Sarah Alexander	Vice Chair	1.00	Officer Director	$0	$0	$0
Mario M Moya	Director	1.00	Director	$0	$0	$0
Dena Sharp	Director	1.00	Director	$0	$0	$0
Felicia Gilbert	Director	1.00	Director	$0	$0	$0
Christine Sun	Director	1.00	Director	$0	$0	$0
Tiffany Gourley Carter	Treasurer	1.00	Officer Director	$0	$0	$0
Andrew P Lee	Director	1.00	Director	$0	$0	$0
Elissa Gershon	Director	1.00	Director	$0	$0	$0
Jason C Marsili	Director	1.00	Director	$0	$0	$0
Laboni Hoq	Secretary	1.00	Officer Director	$0	$0	$0
Andre Mura	Director	1.00	Director	$0	$0	$0
Lawrence Yuan	Director	1.00	Director	$0	$0	$0
Dara Schur	Director	1.00	Director	$0	$0	$0
Marco Simons	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
2025	$4,175,136	$3,579,857	$5,185,406	$595,279
2024	$3,313,233	$3,389,210	$3,401,437	$-75,977
2023	$2,737,475	$2,853,731	$3,616,509	$-116,256
2022	$2,594,529	$2,322,725	$2,672,702	$271,804
2021	$1,877,041	$2,052,248	$2,415,972	$-175,207
2020	$1,689,116	$2,220,458	$2,665,425	$-531,342
2019	$3,059,764	$2,200,002	$3,040,844	$859,762
2018	$2,216,053	$1,535,043	$2,246,026	$681,010

The Impact Fund