INDIVIDUAL ADVOCACY GROUP INC

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

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

IAG'S MISSION IS TO AID & PROVIDE CUSTOMIZED SERVICES TO BOTH CHILDREN AND ADULTS WITH DISABILITIES, AND THEIR FAMILIES, TO LIVE NORMAL LIVES IN THE COMMUNITY, TO REMAIN IN A COMMUNITY HOME, LIVE INDEPENDENTLY AND ACTIVELY PARTICIPATE IN COMMUNITY LIFE.

Program Service Accomplishments

Program 1

Expenses: $28,875,396 Revenue: $31,722,838

DEPARTMENT OF HUMAN SERVICES (DHS) COMMUNITY INTEGRATED LIVING ARRANGEMENT (CILA) PROGRAM SERVES INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES ON A 24 HOUR A DAY OR 15 HOUR A WEEK INTERMITTENT BASIS AS DETERMINED BY NEED. IAG SERVED OVER 200 INDIVIDUALS IN THE CILA PROGRAM. 220 CLIENTS SERVED.

Program 2

Expenses: $10,223,017 Revenue: $11,525,129

INDIVIDUAL SUPPORT OPTION (ISO) IS A MEDICAID WAIVER PROGRAM ADMINISTRATED BY THE DEPARTMENT OF DISABILITY SERVICES (DDS) IN WASHINGTON, D.C. THE ISO REQUIRES THAT ALL PARTICIPATING INDIVIDUALS MEET WAIVER INTELLECTUAL DISABILITY/DEVELOPMENTAL ELIGIBILITY REQUIREMENTS, RESIDE IN GENERAL COMMUNITY HOUSING, SINGLE FAMILY HOMES OR APARTMENTS, AND HAVE NO MORE THAN THREE PEOPLE RESIDING AT A RESIDENTIAL SITE. THE PROGRAM ALSO INCLUDES DAY HABILITATION AND VOCATIONAL SUPPORTS, BEHAVIORAL/MENTAL HEALTH THERAPIES AND, AS NEEDED, SKILLED NURSING SERVICES. 33 CLIENTS SERVED.

Program 3

Expenses: $4,543,799 Revenue: $5,640,819

DEPARTMENT OF HUMAN SERVICES SHORT TERM STABILIZATION HOMES (SSH)PROVIDE COMPREHENSIVE CLINCAL INTERVENTIONS, PERSON-CENTERED, HOLISTIC CARE, AND POSITVE AND SUSTAINABLE BEHAVIORAL INTERVENTIONS TO STABILIZE INDIVIDUALS REFERRED TO PROGRAM WITHIN 30 TO 90 DAYS WITH A SUCCCESSFUL RETURN TO COMMUNITY PLACEMENT. THERE ARE 10 CLIENTS SERVED IN THIS PROGRAM.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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