ALEDO CHILDRENS ADVOCATS INC

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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

2006

Legal Domicile

Principal Officer

Lisa Robertson

Tax Period

2024-06-01 to 2025-05-31

ALEDO CHILDRENS ADVOCATS INC, founded in 2006, is a small nonprofit in the Human Services sector that reported $196K in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $188K left a modest 4% surplus.

Mission

RAISE FUNDS TO PROVIDE HELP AND SUPPORT TO NEEDY AND UNDERPRIVILEDGED CHILDREN AND THEIR FAMILIES WHO LIVE WITHIN THE BOUNDARIES OF THE ALEDO INDEPENDENT SCHOOL DISTRICT.

Program Service Accomplishments

Program 1

Expenses: $135,064 Revenue: $51,991

RAISE FUNDS TO PROVIDE HELP AND SUPPORT TO NEEDY AND UNDERPRIVILEDGED CHILDREN AND THEIR FAMILIES WHO LIVE WITHIN THE BOUNDARIES OF THE ALEDO INDEPENDENT SCHOOL DISTRICT.

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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 $84,725

Program Service Revenue $51,991

Investment Income $7,646

Other Revenue $51,168

TOTAL REVENUE $195,530

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $135,064

Other Expenses $188,381

TOTAL EXPENSES $188,381

Year-over-Year Comparison

	2024	2023	Change
Revenue	$195,530	$150,820	+0.3%
Expenses	$188,381	$188,104	+0.0%
Net Income	$7,149	$-37,284	-1.2%

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

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
LISA ROBERTSON	PRESIDENT	1	Officer Director	$0	$0	$0
DAWN POSTON	CHILDREN'S FUND VP	1	Officer Director	$0	$0	$0
CANDI LEAR	CHILDREN'S FUND VP ELECT	1	Officer Director	$0	$0	$0
NATALIE MARTINI	CLOTHES CLOSET VP	1	Officer Director	$0	$0	$0
KRISTEN HARFORD	COMMUNICATIONS VP	1	Officer Director	$0	$0	$0
JESSICA WILLIAMS	DONOR RELATIONS VP	1	Officer Director	$0	$0	$0
JODI JOHNSON	MEMBERSHIP VP	1	Officer Director	$0	$0	$0
AMY YATES	SECRETARY	1	Officer Director	$0	$0	$0
LYNN JOHNSON	PARLIAMENTARIAN	1	Officer Director	$0	$0	$0
MEREDITH MCCARTNEY	TREASURER	1	Officer Director	$0	$0	$0
VALERIE SHELMAN	TREASURER ELECT	1	Officer Director	$0	$0	$0
JENNIFER TAYLOR	ALEDO ISD LIAISON	1	Officer Director	$0	$0	$0
PATTI OAKS	ANGEL PROJECT CHAIR	1	Officer Director	$0	$0	$0
KARYN KELBAUGH	TECHNOLOGY CHAIR	1	Officer Director	$0	$0	$0
ANGELA PATTERSON	DIRECTOR	1	Director	$0	$0	$0
BEA REID	DIRECTOR	1	Director	$0	$0	$0
CHELYNE LEIFESTE	DIRECTOR	1	Director	$0	$0	$0
DEJA PARKER	DIRECTOR	1	Director	$0	$0	$0
JORDAN FORMBY	DIRECTOR	1	Director	$0	$0	$0
KRISTI SIDDONS	DIRECTOR	1	Director	$0	$0	$0
KRISTIN CONNELLY	DIRECTOR	1	Director	$0	$0	$0
MICHELLE PARKER	DIRECTOR	1	Director	$0	$0	$0
REBECCA DELUCA	DIRECTOR	1	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	$195,530	$188,381	$542,405	$7,149
2024	$150,820	$188,104	$530,203	$-37,284
2023	$183,808	$151,972	$567,487	$31,836
2022	$184,349	$126,878	$536,363	$57,471
2021	$152,568	$121,458	$478,892	$31,110
2020	$206,603	$141,457	$447,782	$65,146