PARAMOUNT ADVANTAGE (EIN 203376102) - 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

2005

Legal Domicile

Principal Officer

TERRENCE METZGER

Phone

4192525772

Tax Period

2023-01-01 to 2023-12-31

PARAMOUNT ADVANTAGE, founded in 2005, is a mid-sized nonprofit that reported $82.1M in total revenue in fiscal year 2023. Revenue fell 68% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $69.7M, a strong 85% operating margin.

Mission

PARAMOUNT ADVANTAGE (THE "COMPANY OR PA), A NONPROFIT CORPORATION, -SEE SCHEDULE O.

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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 $0

Program Service Revenue $8,725,914

Investment Income $73,409,841

Other Revenue $0

TOTAL REVENUE $82,135,755

Expense Breakdown

Grants Paid $0

Salaries & Benefits $10,143,330

Fundraising Expenses $0

Program Expenses $8,713,502

Other Expenses $2,321,402

TOTAL EXPENSES $12,464,732

Year-over-Year Comparison

	2023	2022	Change
Revenue	$82,135,755	$259,665,042	-0.7%
Expenses	$12,464,732	$168,253,600	-0.9%
Net Income	$69,671,023	$91,411,442	-0.2%

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

$5,701,453

Total Directors

$1,101,626

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK WAGONER	BOARD CHAIRPERSON	1.00	Officer Director	$0	$0	$0
LORI JOHNSTON	PRESIDENT	1.00	Officer Director	$0	$2,315	$1,101,626
ELAINE CANNING	TRUSTEE	1.00	Director	$0	$0	$0
LOUIS ROBICHAUX	TREASURER/CFO - PART YEAR	1.00	Officer	$0	$0	$0
TERRENCE METZGER	TREASURER/CFO	1.00	Officer	$0	$4,079	$1,059,169
STEVE SADOWSKI	SECRETARY/CHIEF LEGAL OFFICER	1.00	Officer	$0	$6,028	$1,413,208
ARTURO POLIZZI	PRESIDENT AND CEO	1.00	Officer	$0	$5,857	$2,127,450
STEVEN M CAVANAUGH	TREASURER, CFO - FORMER	0.00		$0	$5,657	$1,340,837
JEFFREY C KUHN	SECRETARY, CHIEF LEGAL OFFICER - FORMER	0.00		$0	$30,922	$779,348
GARY AKENBERGER	SR VP FINANCE - FORMER	0.00		$0	$43,532	$572,179

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	$82,135,755	$12,464,732	$62,299,248	$69,671,023
2022	$259,665,042	$168,253,600	$207,974,426	$91,411,442
2021	$1,571,939,334	$1,494,020,934	$609,960,761	$77,918,400
2020	$1,541,176,490	$1,491,404,933	$465,508,192	$49,771,557
2019	$1,500,371,239	$1,574,436,197	$319,934,860	$-74,064,958
2018	$1,345,820,223	$1,369,275,997	$276,900,867	$-23,455,774

PARAMOUNT ADVANTAGE