ADVOCACY INC (EIN 204570696) - 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

MICHELE FULLER

Phone

5868038500

Tax Period

2023-01-01 to 2023-12-31

ADVOCACY INC, founded in 2005, is a small nonprofit in the Arts, Culture & Humanities sector that reported $455K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion.

Mission

THE ORGANIZATION PROVIDES ADVOCACY, INFORMATION AND LIFE PLANNINGASSISTANCE FOR CHILDREN AND ADULTS WITH SPECIAL NEEDS.

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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 $31,208

Program Service Revenue $423,526

Investment Income $0

Other Revenue $0

TOTAL REVENUE $454,734

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $424,010

Other Expenses $31,043

TOTAL EXPENSES $455,053

Year-over-Year Comparison

	2023	2022	Change
Revenue	$454,734	$388,245	+0.2%
Expenses	$455,053	$436,805	+0.0%
Net Income	$-319	$-48,560	-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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELE FULLER	PRESIDENT	10.00	Officer	$0	$0	$0
ANN KOERNER	SECRETARY	0.00	Officer	$0	$0	$0
SANFORD MALL	TREASURER	0.00	Officer	$0	$0	$0
KEVIN URBATSCH	VICE PRESIDENT	0.50	Officer	$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	$454,734	$455,053	$73,775	$-319
2022	$388,245	$436,805	$71,729	$-48,560
2021	$366,545	$348,692	$120,149	$17,853
2020	$436,547	$444,555	$102,296	$-8,008
2019	$224,989	$226,740	$304	$-1,751
2018	$263,511	$262,723	$2,055	$788

ADVOCACY INC