ADVANCE Foundation

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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

1987

Legal Domicile

Phone

6056927852

Tax Period

2024-07-01 to 2025-06-30

ADVANCE Foundation, founded in 1987, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $303K in total revenue in fiscal year 2024. The organization ran a surplus of $78K, a strong 26% operating margin.

Mission

In support of people with disabilities. ADVANCE Foundation, Inc's mission is to manage property and gifts of money, exclusively, for charitable and educational purposes to promote, encourage and assist ADVANCE for the maintenance of its activities.

Program Service Accomplishments

Program 1

Expenses: $221,693 Revenue: $287,233

To provide facilities for the educational and charitable services of providers for the understanding of mental health.

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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 (2024)

Revenue Breakdown

Contributions & Grants $6,000

Program Service Revenue $271,509

Investment Income $16,186

Other Revenue $9,724

TOTAL REVENUE $303,419

Expense Breakdown

Grants Paid $9,900

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $221,693

Other Expenses $215,432

TOTAL EXPENSES $225,332

Year-over-Year Comparison

	2024	2023	Change
Revenue	$303,419	$296,956	+0.0%
Expenses	$225,332	$279,221	-0.2%
Net Income	$78,087	$17,735	+3.4%

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
Les Howard	Director	0.50	Director	$0	$0	$0
Nan Poppen	Director	0.50	Director	$0	$0	$0
Matt Chandler	Director	0.50	Director	$0	$0	$0
Lonnie Kuck	Director	0.50	Director	$0	$0	$0
Wayne Avery	Director	0.50	Director	$0	$0	$0
Wes Tschetter	Director	0.50	Director	$0	$0	$0
Brian Ardry	Treasurer	0.50	Officer	$0	$0	$0
Steve Meyer	Secretary	0.50	Officer	$0	$0	$0
Jeff Siekmann	Chairman	0.50	Officer	$0	$0	$0
Spencer Hawley	Vice Chair	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
2025	$303,419	$225,332	$963,436	$78,087
2024	$296,956	$279,220	$960,494	$17,736
2023	$285,500	$206,586	$866,433	$78,914
2022	$236,510	$163,243	$784,141	$73,267
2021	$213,581	$215,356	$758,695	$-1,775
2020	$193,145	$309,338	$833,742	$-116,193
2019	$185,328	$165,990	$905,167	$19,338