STUDENT ADVOCACY INC (EIN 133104476) - 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

1982

Legal Domicile

Principal Officer

DIANE ROSENTHAL

Phone

9143477039

Tax Period

2023-01-01 to 2023-12-31

STUDENT ADVOCACY INC, founded in 1982, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2023. Revenue fell 20% from the prior year — a significant decline worth monitoring.

Mission

STUDENT ADVOCACY PROTECTS AND ADVANCES THE EDUCATIONAL RIGHTS OF STUDENTS WITH DISABILITIES AND OTHER CHALLENGES WHO ATTEND PUBLIC SCHOOLS IN WESTCHESTER AND PUTNAM COUNTIES IN GRADES PRE-K - 12. EDUCATION ATTORNEYS AND ADVOCATES PROVIDE LEGAL REPRESENTATION AND COUNSEL TO ENSURE THAT STUDENTS RECEIVE THE EDUCATIONAL SUPPORTS AND SERVICES TO WHICH THEY ARE LEGALLY ENTITLED AND WILL ENABLE THEM TO REMAIN IN SCHOOL AND SUCCEED.

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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 $1,155,565

Program Service Revenue $10,000

Investment Income $12,575

Other Revenue $9,309

TOTAL REVENUE $1,187,449

Expense Breakdown

Grants Paid $4,000

Salaries & Benefits $861,759

Fundraising Expenses $172,960

Program Expenses $790,151

Other Expenses $311,540

TOTAL EXPENSES $1,197,849

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,187,449	$1,491,778	-0.2%
Expenses	$1,197,849	$1,119,750	+0.1%
Net Income	$-10,400	$372,028	-1.0%

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

$148,775

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANE ROSENTHAL	EXECUTIVE DI	40.00	Officer	$148,775	$0	$148,775
STEPHANIE SHABMAN	LEGAL DIRECT	40.00	Highest	$114,643	$0	$114,643
JILL BERNSTEIN	CHAIR-RES 9/	2.00	Officer Director	$0	$0	$0
KAREN BLUMENTHAL	CHAIR	2.00	Officer Director	$0	$0	$0
CAROLYN KAY	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
CAROLE CHAIMOWITZ	INTERIM TREA	2.00	Officer Director	$0	$0	$0
ELANA ROTHSCHILD	SECRETARY	2.00	Officer Director	$0	$0	$0
WILLIAM SCHECTER	AUDIT COMMIT	2.00	Director	$0	$0	$0
GAIL DOBOSH	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
TIM ADLER	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
JEANNE KENNEDY	BOARD MEMBER	2.00	Director	$0	$0	$0
BARBARA KUTCHER	BOARD MEMBER	2.00	Director	$0	$0	$0
RACHEL BERKEY	BOARD MEM-RE	2.00	Director	$0	$0	$0
ANDRE EARLY	BOARD MEMBER	2.00	Director	$0	$0	$0
PATRICIA WHITE	BOARD MEMBER	2.00	Director	$0	$0	$0
ARO EDWERS	BOARD MEMBER	2.00	Director	$0	$0	$0
RAJEEV WUDALI	BOARD MEMBER	2.00	Director	$0	$0	$0
RICHARD ROSENBERG	BOARD MEM-RE	2.00	Director	$0	$0	$0
TRACY NATHANSON	BOARD MEM-RE	2.00	Director	$0	$0	$0
DAN KURZNER	BOARD MEMBER	2.00	Director	$0	$0	$0
MELINDA MCFADDEN	BOARD MEMBER	2.00	Director	$0	$0	$0
BRENTIN BROWN -BULLOCK	BOARD MEMBER	2.00	Director	$0	$0	$0
CAROLINA KUPFERMAN	BOARD MEMBER	2.00	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
2024	No data	No data	No data	No data
2023	$1,187,449	$1,197,849	$1,743,632	$-10,400
2022	$1,491,778	$1,119,750	$1,795,174	$372,028
2021	$1,397,200	$980,288	$1,225,652	$416,912
2020	$1,233,101	$1,087,479	$793,356	$145,622
2019	$1,012,279	$1,016,841	$646,066	$-4,562
2018	$1,058,849	$985,798	$646,523	$73,051

STUDENT ADVOCACY INC