INDIVIDUAL ADVOCACY GROUP INC (EIN 364057568) - 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

1995

Legal Domicile

Principal Officer

JEAN ZYZNIEWSKI

Phone

6307590201

Tax Period

2024-07-01 to 2025-06-30

INDIVIDUAL ADVOCACY GROUP INC, founded in 1995, is a mid-sized nonprofit in the Civil Rights & Advocacy sector that reported $67.9M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $62.0M left a modest 9% surplus.

Mission

TO AID & PROVIDE SPECIALIZED SERVICES TO BOTH CHILDREN AND ADULTS WITH 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 (2024)

Revenue Breakdown

Contributions & Grants $395,492

Program Service Revenue $66,517,213

Investment Income $492,378

Other Revenue $475,863

TOTAL REVENUE $67,880,946

Expense Breakdown

Grants Paid $0

Salaries & Benefits $49,232,356

Fundraising Expenses $90,258

Program Expenses $55,292,796

Other Expenses $12,762,332

TOTAL EXPENSES $61,994,688

Year-over-Year Comparison

	2024	2023	Change
Revenue	$67,880,946	$61,623,448	+0.1%
Expenses	$61,994,688	$54,703,071	+0.1%
Net Income	$5,886,258	$6,920,377	-0.1%

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

925

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

$460,364

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEAN ZYZNIEWSKI	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
JOEY GERBAC	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
JIM MATOUSEK	SECRETARY	1.00	Officer Director	$0	$0	$0
STEVE MORCOS	DIRECTOR	1.00	Director	$0	$0	$0
EVA GERBAC	DIRECTOR	1.00	Director	$0	$0	$0
LEAH FORD	DIRECTOR	1.00	Director	$0	$0	$0
MATT KOWALKI	DIRECTOR	1.00	Director	$0	$0	$0
BRAIN PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
DR CHARLENE BENNETT	PRESIDENT	40.00	Officer	$249,628	$26,539	$276,167
DR DAVID BROOKS	TREASURER	40.00	Officer	$129,799	$54,398	$184,197
SAGKILA PUCKETT	DFO	40.00	Highest	$225,024	$0	$225,024
CASEY NELSON	REGIONAL ADMIN	40.00	Highest	$186,767	$0	$186,767
STACI DEAN-FOUNTAIN	DIRECTOR OF HR	40.00	Highest	$164,627	$0	$164,627
BRIAN BLACK	DIRECTOR OF COMMUNITY OUTINGS	40.00	Highest	$169,014	$0	$169,014
MELISSA ROWE	REGIONAL ADMIN	40.00	Highest	$149,380	$0	$149,380

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	$67,880,946	$61,994,688	$40,738,188	$5,886,258
2024	$61,623,448	$54,703,071	$35,165,031	$6,920,377
2023	$52,244,748	$47,572,118	$28,168,271	$4,672,630
2022	$45,272,055	$42,335,822	$20,408,009	$2,936,233
2021	$42,147,846	$38,645,751	$18,452,277	$3,502,095
2020	$41,020,130	$37,383,739	$12,671,716	$3,636,391
2019	$36,732,668	$36,527,497	$8,936,852	$205,171
2018	$33,475,827	$32,913,388	$8,393,688	$562,439

INDIVIDUAL ADVOCACY GROUP INC