Advancing Opportunities Inc (EIN 221550592) - 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

1953

Legal Domicile

Principal Officer

Paul Ronollo

Phone

6098824182

Tax Period

2022-07-01 to 2023-06-30

Advancing Opportunities Inc, founded in 1953, is a mid-sized nonprofit that reported $10.5M in total revenue in fiscal year 2022. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $9.9M left a modest 6% surplus.

Mission

To provide advocacy, support, and direct services for individuals with developmental disabilities.

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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 (2022)

Revenue Breakdown

Contributions & Grants $614,183

Program Service Revenue $9,877,980

Investment Income $6

Other Revenue $19,131

TOTAL REVENUE $10,511,300

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,483,360

Other Expenses $9,865,262

TOTAL EXPENSES $9,865,262

Year-over-Year Comparison

	2022	2021	Change
Revenue	$10,511,300	$9,172,019	+0.1%
Expenses	$9,865,262	$8,921,147	+0.1%
Net Income	$646,038	$250,872	+1.6%

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

$988,775

Total Directors

$2,672,285

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ryan D Smith	Director	1.00	Director	$26,798	$10,605	$1,307,425
Theresa C Wilson	Executive Vice President, resigned	10.00	Director	$0	$822,498	$1,198,400
Paul Ronollo	Director	1.00	Officer Director	$145,827	$1,241	$166,460
George Contos	Director	1.00	Director	$0	$0	$0
Michael Yarrow	Chairperson	1.00	Officer Director	$0	$0	$0
Paul Maselli	Executive Director	1.00	Officer Director	$0	$0	$0
Becky Iverson	Director	1.00	Director	$0	$0	$0
Emile Quesado	Director	1.00	Director	$0	$0	$0
Stephanie Singleton	Director	1.00	Director	$0	$0	$0
Thomas S Papa	Treasurer	1.00	Officer	$0	$9,172	$565,788
Jennifer P Gassen	Secretary	1.00	Officer	$0	$13,016	$256,527
Jeffrey Giovino	Executive VP and COO	1.00	Highest	$39,030	$8,597	$972,604
Elizabeth M Shea	Sr VP of Human Resources	1.00	Highest	$6,604	$7,692	$365,244
Lynn Kovich	Former Interim President	0.00		$0	$9,213	$308,599
Cindy Bertrando	Former Treasurer	0.00		$0	$2,014	$109,880

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$10,511,300	$9,865,262	$6,361,797	$646,038
2022	$9,172,019	$8,921,147	$5,043,599	$250,872
2021	$11,587,937	$9,734,701	$4,890,971	$1,853,236
2019	$10,400,243	$11,108,371	$6,716,853	$-708,128
2018	$11,694,811	$11,383,029	$8,352,551	$311,782

Advancing Opportunities Inc