ADVOCACY UNLIMITED INC (EIN 061516101) - 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

1994

Legal Domicile

Principal Officer

CHERYL POVILONIS

Phone

8605057581

Tax Period

2024-07-01 to 2025-06-30

ADVOCACY UNLIMITED INC, founded in 1994, is a community nonprofit in the Human Services sector that reported $2.4M in total revenue in fiscal year 2024. Expenses of $2.2M left a modest 9% surplus.

Mission

Advocacy Unlimited is a CT based peer-led organization providing education, advocacy, and support to promote individual growth, human rights, and systems transformation in areas of mental health, addiction, and trauma.

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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 $2,378,382

Program Service Revenue $26,973

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,405,355

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,613,247

Fundraising Expenses $8,016

Program Expenses $2,017,150

Other Expenses $569,213

TOTAL EXPENSES $2,182,460

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,405,355	$2,332,786	+0.0%
Expenses	$2,182,460	$2,249,376	0.0%
Net Income	$222,895	$83,410	+1.7%

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

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

$125,869

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FISSEL MICHAELA	EXEC DIRECTOR	040.00	Officer	$125,869	$0	$125,869
BARROWS DEBORAH	DIRECTOR	002.00	Director	$0	$0	$0
BEHRENDT THOMAS	ADVISOR	002.00	Director	$0	$0	$0
BLATT MD KEN	DIRECTOR	002.00	Director	$0	$0	$0
CASIERO TRACY	DIRECTOR	002.00	Director	$0	$0	$0
COKER ALAN E	SECRETARY	002.00	Officer Director	$0	$0	$0
COMPOSITOR TRACIE Z	DIRECTOR	002.00	Director	$0	$0	$0
DAVIS JARON	DIRECTOR	002.00	Director	$0	$0	$0
GRIMES HAROLD	DIRECTOR	002.00	Director	$0	$0	$0
HEYMANN DONALD L	DIRECTOR	002.00	Director	$0	$0	$0
NOVAK RICHARD	DIRECTOR	002.00	Director	$0	$0	$0
RIOS-BENITEZ NYDIA	DIRECTOR	002.00	Director	$0	$0	$0
SIMS JOHN F	DIRECTOR	002.00	Director	$0	$0	$0
SIMS SHAWN	PRESIDENT	002.00	Officer Director	$0	$0	$0
TWEEDIE MELISSA	TREASURER	002.00	Officer 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	$2,405,355	$2,182,460	$1,945,327	$222,895
2024	$2,332,786	$2,249,376	$1,541,226	$83,410
2023	$2,328,212	$2,274,535	$1,070,576	$53,677
2022	$2,119,702	$2,082,337	$981,093	$37,365
2021	$2,076,650	$2,013,087	$772,565	$63,563
2020	$2,059,746	$2,013,983	$656,384	$45,763
2019	$2,167,291	$2,129,101	$600,208	$38,190
2018	$2,142,894	$2,141,348	$570,709	$1,546

ADVOCACY UNLIMITED INC