ADVOCATES INCORPORATED (EIN 161453716) - 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

1993

Legal Domicile

Principal Officer

AMY DUGLISS

Phone

3154699931

Tax Period

2023-01-01 to 2023-12-31

ADVOCATES INCORPORATED, founded in 1993, is a mid-sized nonprofit in the Human Services sector that reported $36.2M in total revenue in fiscal year 2023.

Mission

ADVOCATES IS A PERSON-CENTERED NOT FOR PROFIT ORGANIZATION THAT EMPOWERS INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES TO DIRECT THEIR OWN LIVES AND CREATE A VISION FOR THEIR FUTURE. TOGETHER, WE ADVOCATE FOR A FUTURE WHERE PEOPLE WITH DEVELOPMENTAL DISABILITIES CAN FULLY PARTICIPATE IN THEIR HOME, SCHOOLS, AND COMMUNITIES IN A MEANINGFUL WAY.

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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 $2,704,834

Program Service Revenue $33,168,965

Investment Income $180,672

Other Revenue $103,478

TOTAL REVENUE $36,157,949

Expense Breakdown

Grants Paid $0

Salaries & Benefits $29,061,888

Fundraising Expenses $121,397

Program Expenses $33,202,166

Other Expenses $7,005,753

TOTAL EXPENSES $36,067,641

Year-over-Year Comparison

	2023	2022	Change
Revenue	$36,157,949	$34,487,837	+0.0%
Expenses	$36,067,641	$34,046,691	+0.1%
Net Income	$90,308	$441,146	-0.8%

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

1554

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

$463,213

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNE LEE	PRESIDENT	2.00	Officer Director	$0	$0	$0
DOM CAMBARERI	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
STEPHEN NEE	TREASURER	2.00	Officer Director	$0	$0	$0
JAMES MULDOON	SECRETARY	2.00	Officer Director	$0	$0	$0
MARK HALL	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MIRANDA	DIRECTOR	1.00	Director	$0	$0	$0
JOSH NELSON	DIRECTOR	1.00	Director	$0	$0	$0
ANDRES CANO	DIRECTOR	1.00	Director	$0	$0	$0
DAVID CAPRIOTTI	DIRECTOR	1.00	Director	$0	$0	$0
JED DELMONICO	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN WEINSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
AMY DUGLISS SCHEDULE O	EXECUTIVE DIRECTOR	40.00	Officer	$188,200	$27,410	$215,610
SALLY STANLEY SCHEDULE O	CFO	40.00	Officer	$104,817	$10,944	$115,761
ELIZABETH HENDERSON	ASSOCIATE EXEC. DIRECTOR	40.00	Officer	$119,600	$12,242	$131,842

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	$36,157,949	$36,067,641	$15,450,785	$90,308
2022	$34,487,837	$34,046,691	$13,764,696	$441,146
2021	$26,636,262	$25,578,617	$12,346,230	$1,057,645
2020	$21,032,347	$21,040,706	$11,283,213	$-8,359
2019	$23,495,414	$22,875,029	$10,842,761	$620,385
2018	$20,625,910	$18,997,739	$10,149,225	$1,628,171

ADVOCATES INCORPORATED